About Us
Our Company Values
The future looks brighter when you’re more prepared. We’ll help you plan for what you expect to achieve in life — and any changes you may encounter along the way.
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
Our Clients Matter
We understand that every person is valuable and should receive the respect and honor they deserve. In this industry, relationships matter. You and your family are our priority, and we’re here to help provide both with a better future.
Service
We’re in the service industry, here to serve you professional guidance to help benefit your future and accomplish your goals. We will always be focused on pursuing business excellence.
Our Beliefs
The integrity of our company is a staple in our business model. We believe the truth is important, and don’t waiver on our beliefs. Being a fiduciary agency means that the services we provide must be ethical and trustworthy, and place a higher value on other people and their needs over our own.
Communication is Important
Building a relationship with our clients means communicating with them. We believe that in order for our business relationship to reach the full potential, we must provide a frequent, timely, truthful & relevant form of communication.
Our Story
Ron Briggs, a 36-year industry veteran, founded Caitlin John Private Wealth Management in 2010. The inspiration and namesake of Caitlin John was conceived from Ron and his wife Kristin’s two children’s middle names. The vision then was to build a fiduciary-based advisory firm to continue serving his clients and grow his practice. The boutique feel and personalized experience that Ron’s clients felt spread to other Advisors both locally and nationally and enabled the Firm to grow exponentially to this date. Each of these Advisors came to Caitlin John to be part of our independent SEC Registered Investment Advisor (RIA) firm with their own individual brand they built in their local community. With that being said, Ron is proud to announce the Briggs Financial Group, Wealth Advisors (BFG) serving Ron’s personal clients across the US, with its national headquarters located in Brighton, Michigan.
