About Carriage Financial Group

We're in business for your growth

At Carriage Financial Group we are dedicated to serving our clients and treating their money with transparency, honesty and integrity.

Brian Losey

President and Carriage Financial Advisor

Brian Losey is the Founder and President of Carriage Financial Group, LLC.  Brian brings over 20 years of exceptional expertise to the financial planning process.  

Prior to forming CFG in 2002, Brian worked for several years with one of the nation's largest financial planning firms, where he began his career as a financial advisor.  He then accepted a position with Tradestation Inc., where he worked for over five years as a regional broker dealer.

Brian has extensive experience in estate planning, 401k management, portfolio analysis and investment management.  In addition to developing an individualized financial strategy for each client, Brian conducts quarterly meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.

Brian holds the following securities, licenses, and certifications: Health and Life Annuity, Series 7, 63, 65 licenses.

Brian earned his Bachelor's of Science in Marketing from Ohio University in 1994.  Brian is President of the Northeast Ohio Society of Financial Awareness, an active member of Rocky River Chamber of Commerce, Junior Achievement, and member of St. Raphael parish.  Brian is a frequent keynote speaker to several Northeast Ohio Corporations, focusing on retirement and wealth management topics.  He resides in Avon Lake, Ohio with his wife and two children.