Your Retirement is Our Priority

Commitment Matters

Everyone has a money story. It's developed through life experiences and sometimes handed down through generations of successes and hardships.

Discover how we prioritize your retirement through personalized conversations and thorough risk analysis tailored to your needs. Let us help you write your own story.

Clear & Honest Investment Advice

Personalized Risk Analysis

We help you to understand your actual risk exposure and uncover your hidden investment costs with our expert analysis.

Fiduciary Commitment

We operate solely in your best interest. Our advisors begin with a conversation with you, so we may clearly understand your retirement wishes. We operate solely in your best interest to ensure that you receive personalized advice tailored to your specific needs.

Fee-based Compensation

We are generally compensated on a fee-only basis. In conjunction with equities, we occasionally advise our clients to utilize some commission-based products that are found to be in their best interests, as well. The insurance companies that underwrite these solutions are responsible for paying us these commissions and we will fully disclose those arrangements.

Set sail with the certainty of a written plan

Benequity Partners 9134 Piscataway Rd #38, Clinton, MD 20735 Office (240) 656-2456 Cell (240) 388-4446 jmulheron@brookstoneadvisor.com

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Benequity Partners are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually and appointed agents.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.