Brian I. Pultman, CFP®
Founder and CEO
Lead Financial Advisor & Retirement Plan Specialist, MBA
After more than 20 years in the financial services and the last 17 of those as a Wealth Management Advisor, I’ve had the opportunity to work with many firms and observe countless ways of doing business. I chose Correct Capital because their business model and culture align with my client centric, planning first philosophy. As a fiduciary firm, we are held to the highest standard—to put your interests ahead of our own—and that value is deeply embedded in every aspect of their work.
My passion for my clients comes from my constant interest in getting to know people and what drives them both professionally and personally. My goal is to explore how we can build a partnership that provides you with peace of mind and allows you to focus on other aspects of your life while my team and I work as your family CFO. As your family CFO, the learning process never stops whether to learn about my clients or learn about new ways to better serve my clients. In that spirit, I am currently studying for the CFP exam and anticipate completing that exam in November of this year.
The most important thing to know about me is that I am married to whom I believe is the world’s most beautiful and empathetic woman (Mandy) and am a father to two amazing kids who keep me on my toes, Jackson (14) and Mikayla (12). My wife is a Kindergarten teacher in the Fort Zumwalt school district, and my children spend their time engaged in all the dramatically overpriced youth activities of today. My son plays baseball (14U GBA) and basketball (Francis Howell 8 Grade Feeder Team). My daughter spends her time playing softball (Tigers Silva 14U), volleyball (YMCA) and flag football (Francis Howell Feeder Team), but her real passion is horses and she travels the country showing horses with her Papa Elf (my dad), and has brought home multiple World Championships.
The National Association of Plan Advisors™ Top DC Advisor Teams award recognizes teams of a single physical location having at least $100 million in defined contribution assets under advisement as of December 31, 2023. Established in 2017, the Top DC Advisor Teams nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.
Correct Capital is an independent, privately held wealth advisory firm built around our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and into your future. Whether it is saving for retirement, wanting to optimize your current asset portfolio, or implementing a retirement plan for your business and employees, our independent fiduciary advisors are ready to plot a course for you to achieve financial peace of mind. Meet the team that makes it possible: