Carl Brodie, CFP®, MA is a Managing Partner and the Chief Financial Planner at Stone Owl. With a career spanning diverse roles in financial planning, tax optimization, and wealth management, Carl has been instrumental in developing comprehensive strategies for high-net-worth individuals and family businesses.

Carl’s expertise includes corporate tax planning, insurance solutions, and leveraged investment strategies. His client-centric approach focuses on delivering tailored financial solutions that support long-term growth and financial stability.

As a thought leader in financial planning, Carl regularly conducts educational seminars, collaborates with industry professionals, and advises clients on complex financial matters. His dedication to excellence and strategic insight makes him a trusted advisor and a driving force behind Stone Owl.