I turn complexity into clarity.

About I'm Brennan Sarbaugh, a financial planning professional working at the intersection of planning, analytics, and technology. I currently work as a Planning Specialist at Triad Wealth Partners , after founding Sarbaugh Financial and building my own practice from the ground up. Series 65 and life & health licensed, with roots in financial planning since 2021 — I care about building systems that make better decisions easier, for the plans I make and the people behind them.