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Brennan Rhule

Financial Planner & Investment Advisor

Brennan is a federal retirement expert and co-founder of PlanWell Financial Planning. At PlanWell, over 90% of the clients we serve are either active or retired federal employees. 

We specialize in holistic financial planning that involves crafting personalized financial strategies tailored to your unique circumstances and your family's financial goals. We'll work closely with you to seamlessly incorporate your federal benefits into a customized financial plan that aligns with your needs.

Brennan earned a bachelor’s from Virginia Tech’s prestigious CFP® Board-Registered program. Years of experience working with federal employees in the Washington, D.C. area have equipped him with a unique perspective on the complexities of federal benefits. This dedication to specialization led him to become a Chartered Federal Employee Benefits Consultant (ChFEBC℠), ensuring he's well-versed in the nuances of your federal employee benefits package. Brennan also practices as a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® (AIF®). You can learn more about our credentials here: The PlanWell Difference 

Reach out to us and we would be happy to have a no-cost meeting to see how we can help.  Our meetings will review a list of actionable steps based on your specific financial situation. These action items help solve potential gaps in your financial plan. Instead of being given a list of To Do items, we use this time as an opportunity to provide education on the why and how.

Learn more about how we help federal employees: 

Schedule an appointment: 


Brennan Rhule
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