Brett Machtig AIF®, CWS®, RMA®
Approachable, genuine, and down-to-earth
Brett Machtig is a founding partner of The Capital Advisory Group, where he has been dedicated to helping affluent investors shape their financial futures for over 40 years. Known for his approachable and genuine nature, Brett holds himself to the highest accountability standards, aiming to achieve positive economic results for each client.
Brett’s expertise and unique approach to wealth management have earned him national recognition, with appearances on CNBC’s Your Money, PBS’s Financial Freedom, and CNN’s Financial Update. As a prolific author, he shares insights on investing, retirement planning, and financial strategy.
In addition to his work in financial services, Brett is well-informed and deeply connected. From 2011 to the present, he has been selected by the U.S. Department of Defense to attend the National Securities Forum alongside representatives from the armed forces and Homeland Security to assess and address threats to national security. He also served as the Honorary Commander of the 33rd Fighter Wing at Eglin AFB from 2011 to 2012. Further reflecting his commitment to education and community, Brett has been a member of the Business Advisory Committee at Normandale College, Minnesota’s largest community college, since 2016.
Brett specializes in wealth management, asset accumulation, and retirement income strategies, bringing a comprehensive approach to financial planning. When creating each client’s financial plan, he considers the complete picture—beliefs, obligations, resources, risk tolerance, family dynamics, and life goals.
Brett studied at the Fuqua School of Business at Duke University in 1983 and earned his Bachelor of Science in Accounting, Business, and Economics from MacMurray College, graduating cum laude and serving as President of the Economics Society.
Nikki Machtig also works with Brett at the Capital Advisory Group. They have two Havanese dogs named Tucker and Sage.
