Relationship focused.
Planning driven.
Rooted in Brookside.
Financial Guidance Built Around You
We believe financial advice should begin with understanding the people behind the portfolio, because your financial circumstances, priorities, and goals are unique and your guidance should reflect that.
As a result, we founded Brookside Wealth Management to provide a more personal approach to financial planning and investment management, one built on thoughtful conversations, straightforward guidance, and lasting relationships.
Based in Kansas City and rooted in the Brookside community, we combine professional investment experience with the accessibility of a local, independent advisor.
So whether you're preparing for retirement, already enjoying retirement, or simply seeking professional guidance in managing your investments, we offer a personalized approach to your financial needs.
Personal by Design
Meaningful financial advice requires more than occasional portfolio reviews. It requires understanding your goals, being available when questions arise, and taking the time to build a relationship.
That's why Brookside is intentionally structured to serve no more than 50 client relationships.
By keeping our practice small, we can focus on providing direct access, consistent communication, and advice tailored to each client's individual needs.
Investment Management & Retirement Planning
Whether you're preparing for retirement, navigating the transition into retirement, or seeking professional investment management, our services are designed to help you make informed financial decisions.
We believe your investments should support your personal financial plan, not the other way around.
Meet the Advisor:
Eric Riner, MBA, CRPC®
After 13 years with UMB Private Wealth Management in Kansas City, Eric founded Brookside to offer a more personal, relationship-driven approach to financial advice.
His experience in both portfolio management and wealth advisory roles shapes a practice centered on thoughtful planning, disciplined investing, and direct client relationships.
At Brookside, you’ll work directly with Eric throughout your advisory relationship.
Let's Start With a Conversation
Good relationships begin with getting to know one another.
Whether over coffee or online, an introductory conversation is an opportunity to discuss your financial goals, ask questions, and determine whether Brookside is the right fit for your needs.