Your Financial Partners
Empowering You to Reach Financial Goals
Who We Are
Bu-Wi Consulting: Expertise in Financial Planning and Coaching
Bu-Wi Consulting has helped numerous clients achieve their financial milestones, guiding individuals and businesses through tailored strategies for budgeting and investment planning.
Our impactful results reflect our dedication to client success.
At Bu-Wi Consulting, we believe in the power of personalized financial strategies. Our experienced team takes the time to understand each client’s unique financial situation, enabling us to develop effective plans that lead to substantial growth and financial stability.
Ready to build your custom financial plan? Fill out our contact form or email the advisor of your choice directly.
Meet our Team:
Brian Parker, Founder & Chief Investment Officer
With over 20 years of investment banking and portfolio management experience, Brian has guided institutions and high‑net‑worth individuals through every market cycle. He’s renowned for crafting data‑driven asset allocations that balance risk and reward—and for mentoring our team to think like true fiduciaries.
Linda Anievas, Director of Budgeting & Client Services
Linda specializes in personalized budgeting strategies, tailoring each client’s roadmap to their goals and lifestyle. Whether you’re saving for college, a home, or an early retirement, she transforms big dreams into clear, actionable steps — ensuring every dollar you allocate works hardest for you.
Michael Davis, Financial Coaching Lead
A veteran educator in financial literacy, Michael has spent the last decade running workshops and one‑on‑one coaching sessions that empower people to master cash flow, debt reduction, and wealth‑building fundamentals.
Liz White, Senior Retirement Planner
With 18 years dedicated to retirement planning, Liz helps clients envision—and realize—the lives they want after their careers. From Social Security optimization to legacy planning, she designs customized strategies that protect your nest egg and your peace of mind.
