Meet Brett Croft CFP®, CFA®, CTFA
Brett is an advice-only financial planner and educator passionate about helping DIY investors attain financial independence. Brett serves clients in his home state of New Hampshire and across the country. Brett has over 14 years experience providing financial advice. Brett is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Trust Financial Advisor (CTFA). Brett previously served as a Senior Wealth Manager at Manchester Capital Management, a boutique multi-family office providing comprehensive financial planning and investment management to ultra-high-net-worth families. Prior to that, he worked at Fidelity Investments, helping clients navigate their financial goals with personalized advice.
Earlier in his career, Brett worked as an engineer and holds both a Bachelor of Science and a Master of Science in Engineering, and an MBA. His analytical background and problem-solving expertise inform his thoughtful and precise approach to financial planning.
When he’s not working, Brett enjoys exploring the outdoors with his wife of 30 years and their two grown children. ​​​​​​​
Fiduciary First Mindset
As a fee-only and advice-only financial planner, I prioritize your best interests with no sales or commissions—just personalized, objective guidance. My comprehensive approach to financial planning follows a 7-step process. It is designed for clients who want to stay actively involved in managing their assets while working collaboratively with a trusted advisor.