# Bricker Financial

Bricker Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://brickerfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/greg-bricker-cpa-pfs-cfp-%c2%ae-aif-%c2%ae-70b231191

## Regulatory record

- **CRD number:** 292147
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292147

## About

Bricker Financial provides holistic, evidence-based financial planning that connects investments, taxes, retirement, estate planning, and more. As a true fiduciary, advice is aligned with clients' best interests without hidden fees, commissions, or buried costs. The firm is independent and uses a straightforward fee structure based on assets under management.

## People

- Gregory Bricker — Founder

## Questions

### Who runs investment decisions at Bricker Financial?

No named investment decision-maker has been publicly identified for Bricker Financial. The firm does not list a CEO, CIO, or managing principal in any available source. All leadership and investment governance information remains undisclosed.

### What investment stages does Bricker Financial target?

No target investment stage—venture, growth, buyout, credit, or otherwise—has been disclosed by the firm or reported by any media outlet. Without a public record of deals or a strategy document, stage preferences cannot be inferred.

### Does Bricker Financial participate in fund commitments or only direct deals?

There is no public evidence of Bricker Financial making either fund commitments or direct investments. No transaction, partnership, or fund name associated with the firm has been found in any industry database or news archive.

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- [William Cary Capital Management](https://altss.com/profile/william-cary-capital-management)
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Last updated: 2026-08-11T15:06:20.694Z

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