Exciting Changes at Brookstone Wealth Management

by | Nov 11, 2022 | News & Announcements

There has been a lot to celebrate at Brookstone Wealth Management this year. We achieved a significant milestone, made important changes to better serve our clients, and were recognized by our community. We are excited to share these moments with you and we look forward to creating more great memories in the years to come!

Celebrating 5 Years in Business

After 28 years in Corporate America, our founder, Tami McDonald, took a leap of faith and founded Brookstone Wealth Management in 2017. That risk paid off and Brookstone celebrated 5 years in business on June 5, 2022.

Over the past 5 years, Brookstone has grown to more than 150 household relationships, and we’ve helped our clients navigate some of their biggest financial challenges. We’ve supported our clients as they transitioned into retirement, adjusted their plan after the death of a spouse, and turned their dreams into a reality by starting a business. We’ve also guided our clients through divorce and job changes, while preparing them to meet their financial goals.

Over the next 5 years, we are excited for the opportunity to continue growing our business and helping our clients with their financial planning needs. We believe that our new slogan, Financial Navigation Made Simple, captures the essence of our business and the high level of service we will continue to provide to all our clients for years to come.

We are Growing and Our Team is Evolving

In addition to celebrating an important milestone for our firm, our company made several changes this year to our structure and staffing. We believe these changes will help us better serve our clients in the future.

Brookstone Said Goodbye to Our Beloved Assistant

We were saddened to say goodbye to our former assistant, Haley, earlier this year as she took an opportunity closer to her family. We wish her the best as she returns to her passion, Occupational Therapy. We will begin an active search for her replacement and hope to have the position filled by the end of the first quarter 2023.

Brookstone Welcomed a New Associate Advisor

As our firm and client base have grown, we were able to add a new member to our team. In August, we welcomed Tonya Williams, WMSSM as an Associate Wealth Advisor.

Tonya brings 17 years of experience in the financial services industry and a passion for helping clients succeed in all aspects of their financial life. At Brookstone, she will work directly with our clients and support our company’s mission to help clients achieve their goals through financial planning and wealth management.

Tonya is an active member of the American Business Women’s Association [ABWA] and serves as the chair of the Professional Development Committee. She is also pursuing a Sociology degree from Troy University.

In her spare time, Tonya enjoys genealogy and spending time with her three kids and beautiful granddaughter. With Tonya on board, we can continue to grow and make a difference in the lives of our clients and our community.

Brookstone Is Searching for a New Office Location

Our firm leases its current office space from a local dentist. He now needs our space to grow his practice, so we must find a new location by April 30, 2023. We will keep you updated in our search for a new office location, but we plan to stay in the same general area of North Columbus to remain accessible to our clients.

Brookstone Completed Our Transition to Fidelity

Over the years, Brookstone Wealth Management, and our RIA, Meld Financial, have grown substantially. With this growth, we’ve gained greater capabilities as registered investment advisors and no longer rely on a relationship with a broker-dealer. In March, we announced this change to the structure of our company, and on October 1st, we completed the transition to a fully independent Registered Investment Advisory [RIA] firm with our clients’ assets held directly with Fidelity Investments.

This transition occurred seamlessly for the majority of our clients, and many have already experienced the benefits – including a highly improved client portal. Due to this transition, tax forms from our old broker-dealer, Triad / NFS, will come separately from Fidelity for tax year 2022.

Exciting Personal News

On a personal note, our founder, Tami, is expecting her first grandchild in December. Her daughter, Carsen, and son-in-law, Tyler, are expecting a little girl later this year.

Our Hard Work Was Recognized

Brookstone Wealth Management was honored to receive the silver medal for Best Financial Planner by the Ledger-Enquirer’s 2022 Columbus People’s Choice awards1. More than 56,000 votes were cast for their contest and we are so grateful to our clients for the nomination and their votes.

We know that it isn’t easy to navigate your financial future when markets are down, so we are grateful to all our clients who have given us the opportunity to help them this year. Heading into 2023, we will continue to support our clients as they grapple with changing market and economic conditions.

We Look Forward to the Next 5 Years and Beyond

At Brookstone Wealth Management, we are extremely proud of our accomplishments over the last 5 years and have enjoyed serving our clients and our local community. We are excited about our future growth as we expand our team and continue to provide Financial Navigation Made Simple.

Thank you to everyone who’s supported Brookstone in the past 5 years and we look forward to continuing to serve you!


1The Columbus People’s choice award relies on their audience to supply them with names of outstanding people and businesses in each award category. The winner of each category is determined by the vote total of the audiences who participate in voting. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.