Get Guidance That Shapes Your Financial Success
Our goal is to help you understand and better define your financial goals and to work hard to create a mutually beneficial and respected long-term relationship with you and your family.
As a member of the community for over ten years, Braeburn Wealth takes pride in knowing that we have helped many people pursue and achieve the type of financial future they dreamed of.
The Team
Michael Poland
Mike began his career while in graduate school in Minneapolis, Minnesota, working at Smith Barney in 1989. He returned to West Michigan, working for Paine Webber for 11 years and Merrill Lynch for 9 years. He spent 2 years as a principal, advisor, and portfolio manager for Rehmann before forming Braeburn Wealth Management in August 2011.
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Mike has a Bachelor of Science in Engineering from Michigan State University (1984) and a master’s degree in business administration with an emphasis in finance from the University of St. Thomas (1990). In 2005, Mike earned the Chartered Financial Analyst designation.
He enjoys following the stock market and spending time at the “northern office.” His favorite food is steak, his favorite holiday is Thanksgiving, and his favorite pastime is reading.
Dimitri Poland
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He enjoys following college football and spending time with family and friends.
His favorite food is steak, his favorite holiday is Thanksgiving, and his favorite pastime is working out.
Melanie Meyer
Melanie graduated with a Bachelor of Business Administration with an emphasis in Finance from Grand Valley State University (1999). She earned her Financial Paraplanner Qualified Professional designation in May 2020. She plays an integral part in the Braeburn Team, handling financial planning, employer-sponsored retirement plans, and portfolio management.
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Melanie spends most weekends watching her son play soccer. Her favorite foods are her dad’s grilled hamburgers and her mom’s cream puffs. Her favorite holiday is Halloween, and her favorite pastime is preparing for Halloween and fishing when time allows.
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Mike has a Bachelor of Science in Engineering from Michigan State University (1984) and a master’s degree in business administration with an emphasis in finance from the University of St. Thomas (1990). In 2005, Mike earned the Chartered Financial Analyst designation.
He enjoys following the stock market and spending time at the “northern office.” His favorite food is steak, his favorite holiday is Thanksgiving, and his favorite pastime is reading.
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He enjoys following college football and spending time with family and friends.
His favorite food is steak, his favorite holiday is Thanksgiving, and his favorite pastime is working out.
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Melanie spends most weekends watching her son play soccer. Her favorite foods are her dad’s grilled hamburgers and her mom’s cream puffs. Her favorite holiday is Halloween, and her favorite pastime is preparing for Halloween and fishing when time allows.
Caitlyn Mouw
Caitlyn joined Braeburn Wealth in 2014 and has built a strong background in customer service in the financial services industry. She received the Financial Paraplanner Qualified Professional designation in May 2020.
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She is instrumental in client management and financial planning.
Caitlyn enjoys spending time with family and friends. Her favorite pastime is cooking and reading, her favorite food is any Asian dish, and her favorite holiday is Thanksgiving.
Barb Pasco
Barb has worked in the financial services industry since 1995 and joined Braeburn Wealth in 2019. She plays an important role as head of compliance and is instrumental in client management.
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Barb loves spending time with family and friends. Her favorite pastime is spending time with her grandchildren and sticking her toes in the sand. Her favorite food is tacos, and her favorite holiday is the 4th of July.
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She is instrumental in client management and financial planning.
Caitlyn enjoys spending time with family and friends. Her favorite pastime is cooking and reading, her favorite food is any Asian dish, and her favorite holiday is Thanksgiving.
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Barb loves spending time with family and friends. Her favorite pastime is spending time with her grandchildren and sticking her toes in the sand. Her favorite food is tacos, and her favorite holiday is the 4th of July.
Our Story
Founded in August 2011 by Mike Poland, Braeburn Wealth Management has a rich history in the financial services industry. Mike’s extensive experience at prestigious firms such as Smith Barney, Paine Webber, and Merrill Lynch laid the foundation for the firm’s expertise in wealth management and portfolio management.
For over a decade, we have been serving the community, helping individuals and families navigate the complexities of personal finance. Our knowledgeable team combines years of expertise with a genuine passion for empowering others.
We pride ourselves on building strong, long-term relationships with our clients and working tirelessly to understand their unique goals and dreams. We have become a trusted partner on their financial journeys by providing personalized strategies, comprehensive wealth management, and ongoing support.
Let us be a part of your story, and together, we will create a brighter financial future!
Navigating Financial Success Together
Our Mission
Our mission is to deliver exceptional and personalized wealth management services tailored to each client’s needs.
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With genuine care and attention, we strive to provide unique and thoughtfully constructed solutions for financial success.
Our Vision
At Braeburn Wealth Management, our vision is to empower individuals and families to achieve their financial aspirations.
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We strive to provide comprehensive and personalized wealth management solutions guided by a deep understanding of your goals and dreams.
Let us be your trusted partner on your financial journey.
Our Approach
Our approach at Braeburn Wealth Management is centered around three key pillars:
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Personalized Strategies: Tailoring financial solutions to match your unique goals and needs.
Comprehensive Planning: Creating a holistic plan covering investment, risk, tax, and retirement.
Ongoing Support: Providing continuous guidance and assistance as your financial landscape evolves.
Our Process
Our process is designed to simplify your financial journey:
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Listen: We start by attentively listening to your financial goals and concerns.
Analyze: Our team then conducts a thorough analysis of your unique financial situation.
Plan: Based on our analysis, we develop a personalized and comprehensive financial plan.
Implement: We put the plan into action, making informed decisions tailored to your needs.
Monitor: We continuously monitor your progress, adjusting strategies as needed.
Review: Regular reviews ensure your plan remains aligned with your evolving goals.
With our systematic and client-centric approach, we help you achieve financial peace of mind.
Testimonials
* These testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of the other current clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences.