About Galleon
An independent fiduciary, built around your goals.
No commissions. No product sales. No conflicts of interest. Just objective advice from someone whose only obligation is to you.
Who We Are
A simple premise.
Galleon Wealth Advisors was founded on a simple premise: complex financial transitions require specialized, unwavering guidance. We deliver institutional-grade financial planning and investment management with a concierge-level commitment to your personal success.
As a fee-only Registered Investment Adviser, our compensation comes from one place — our clients. That structure removes the commission-based conflicts of interest common in the financial industry and aligns our incentives squarely with yours: when we make a recommendation, we are making it because we believe it is right for you.
The Galleon Standard
Our standard of care is unwavering. We measure our success not just in financial terms — but in the clarity, time, and peace of mind we return to you.
Meet the Founder
Samuel Brasher
Founder & Principal Adviser · Series 66
Sam founded Galleon Wealth Advisors to deliver the kind of advice he wished more financial professionals were structured to give: independent, fee-only, and accountable to one person only — the client.
Outside of the firm, Sam holds his private pilot license and enjoys flying small aircraft in Utah. He's also an avid backpacker and plays golf with his wife.
Sam holds the Series 66 securities license, serves as the firm's sole principal adviser and Chief Compliance Officer, and personally handles every client engagement.
Meet With Us
Schedule an introduction.
Every engagement at Galleon starts with a 30-minute Discovery Meeting — a no-pressure conversation to learn about your situation and explore whether we're the right fit.
Schedule a Discovery Meeting