Brandon Steele

About Brandon Steele

I am the co-founder and CEO of Mainsail Financial Group, a rapidly growing, purpose-driven RIA. I lead a fiduciary advisory team dedicated to helping clients reach their financial goals through clarity, strategy, and disciplined execution. Our team is built on the simple belief that when we empower people – our clients, our team, and our community – extraordinary outcomes follow. Mainsail has been on a steep growth trajectory through a disciplined focus on people, process, and purpose. That growth has not come from chasing numbers, but from building deep relationships, providing our team a platform for success, and empowering our advisors to deliver truly holistic, client-centered advice. We are committed to leaving every client and every interaction better than before.My passion lies in bridging strategic financial planning with empowerment through education, helping clients turn complexity into confidence. Whether navigating wealth preservation, business transitions, or complex tax situations, I believe every financial strategy should align with the client’s personal and professional vision.At Mainsail, we specialize in comprehensive planning that integrates 6 key areas, including: Financial PositionRisk ManagementWealth ManagementTax PlanningRetirement PlanningEstate PlanningBeyond client work, I am deeply committed to expanding financial literacy and advisor collaboration through thought leadership. I share insights on modern financial planning in my book, Retire by Design, through a series of quarterly advisor events, and in my weekly market update series on YouTube, where I follow current market and economic that impact investors most.At Mainsail, we are looking for builders who want to help shape the next decade of our firm’s success and for those who want to grow, contribute, and lead.A place where:• Growth is the standard, not the exception• You have real impact• You gain broad experience quickly• You work alongside a team that values enthusiasm, collaboration, empowerment, and a relentless pursuit of growthIf you’re a client seeking thoughtful guidance, a professional looking for a meaningful growth path, or someone aligned with our mission, I’d love to connect. Claim your free copy of my book: Tune into my weekly market updates: https://youtube.com/@mainsailfg Connect with me: b••••••@mainsailfg.comAdvisory services offered through Mainsail Financial Group, LLC, a Registered Investment Adviser.

Experience

1. Certified Financial Plannertm Professional

   Mainsail Financial Group

   Nov 2011 — Present

Education

• Washington State University

  Bachelor of Science (B.S.), Economics

  2007 — 2011