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Finally, Your Financial Life in One Place

The only wealth management advisors you'll ever need

Portfolio Performance

You can track your investments against your goals. Know what you own and how it's performing. Put yourself in the driver's seat when it comes to your finances.

Asset Allocation

Just how diversified are you? You will discover where you're invested, from stocks to bonds, from alternatives to cash. Find the exact percentage of each asset class within your portfolio and if you’re in harmony with your risk tolerance.

Mobile Apps

Keep track of your finances at home and on the go. The mobile apps make it easy to see account balances, see your progress plus investment performance - no matter where you are.

Financial Checkup

On-going financial checkups help you stay on track for reaching your goals. You will be able to pinpoint potential risks within your portfolio before they become problematic. At Pharmakon Wealth Advisors we want to help you not only make smart financial decisions, but ultimately save you money and time.

Measuring Progress

We want to keep you in-the-know about your financial life, from bank accounts to investment performance. That's why we update your information daily so you can keep your finances on the right track.

Enjoy The Benefits

Good things happen when you use Brolen Davis

All your accounts in one place

Checking, savings, investments, retirement, mortgages, loans and even reward points. We all lead complex financial lives. Now there’s a way to see it all, know what you have and how it’s doing so you can stay on track and will know where you are in relation to your goals.

Smarter decisions

We help you make smarter decisions about your finances. That’s because our software provides you with a holistic view of your money when you link your financial accounts. Stay informed about your money. See all you have, all in one place.

Safety and security

Brolen Davis Wealth Management uses the best technology to keep your information safe and secure. We employ multiple levels of security and authentication when you sign in.

Real-time updates

We use technology to ensure your account information is timely and accurate when you view your personal Dashboard. From account balances to investment performance, instantly get a complete and real-time picture of your financial life.

Unbiased financial advice

Brolen Davis Wealth Management was intentionally built to provide holistic and objective wealth management solutions for the pharmacy community.

Measuring Progress

We encourage you to link your financial accounts to our secure platform. The more accounts you link, the more complete your financial picture. Track your total net worth across accounts. Keep track of your entire financial life all in one place.