Advisor Portal
A short walkthrough of the Brookhaven Advisor Portal — where partner advisors sign in, register clients, and reach the training and support they need to serve alongside our multi-family office, tax, and legal teams.
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A guided tour of the advisor portal
Inside the Portal
Everything a partner advisor needs, in one place
The Brookhaven Advisor Portal is where partner advisors onboard and stay connected to our team. This overview walks you through signing in, registering new clients, and submitting the documents that get a plan moving.
From there, the portal is your home base for the trainings and resources you need to serve your clients alongside Brookhaven’s multi-family office, tax, and legal professionals — a coordinated team standing behind every recommendation you make.
Advisor Partners
Ready to build alongside our team?
Talk with a founder about partnering with Brookhaven and getting access to the portal.