Certified Financial Planner in Wilmington NC

Choosing someone to oversee your financial affairs could be one of the most important decisions you ever make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving little value in return. Please contact us to experience what it is like to have your own “Personal CFO”.

Brett Tushingham,


Managing Member and CCO

Hi! My name is Brett Tushingham. I’m a Certified Financial Planner™ (CFP) and owner of Tushingham Wealth Strategies. I’ve been providing retirement planning advice for almost twenty years and specialize in helping entrepreneurs answer questions such as do I have enough assets to retire, when should I start Social Security, and how do I minimize my taxes.

In working with business owners, executives, and physicians one thing has become clear. They have been underserved by the financial services industry, sold products they don’t need, and offered little in the way of proactive financial advice. This is why I developed my “Personal CFO” service to help busy professionals proactively manage their financial affairs and simply their life.

With over 20 years of wealth management and corporate finance experience, I’ve helped manage clients through many market cycles and transitions. After graduating from Pace University with a degree in Finance, I established my foundation on Wall Street where I spent 10 years.

Since 2003, I have utilized my Wall Street experience and CFP® (Certified Financial Planner) certification to manage and grow my financial planning business in Wilmington, NC where I act as a fiduciary for select individuals.

When not serving as a financial advisor for my clients, nothing is better than family time in Wilmington, NC. My wife Kim “sells cancer”, or that’s what my kids say. She’s actually a director in the pharmaceutical industry. My boys, Reece and Ryder, aren’t really boys anymore. They’re both almost as tall as me, love playing guitar and basketball, and like to remind me how grey my hair is becoming.

We love traveling as a family but always enjoy coming home to Wilmington, NC. We’ve lived here since 2010 and absolutely love it. We support the Make-A-Wish Foundation, I can’t think of a better cause, and try and get on our boat every chance we get.

Team Photos

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