The Retirement Planning Advisor Behind Xexis Private Wealth
There are generalist wealth managers, and there are retirement specialists. Dan Brooks has spent 33 years being the latter — building a boutique practice in Lake Mary, Florida, focused exclusively on helping pre-retirees and retirees build plans they fully understand before anything is implemented.
33 Years Focused on One Thing: Your Retirement
Dan began his career at one of the country's leading national financial firms, where he built a broad base of planning knowledge and worked with clients across a range of financial needs. Over time, it became clear that retirement planning — the transition from accumulation to income, the coordination of Social Security, taxes, distributions, and estate decisions — was both the most complex and most consequential work he did. He made a deliberate choice to narrow his practice to retirement exclusively.
That decision was made more than three decades ago. Every client Xexis has served since has been a pre-retiree or retiree. No business accounts. No insurance portfolios. No generalist wealth management. The result is a depth of retirement-specific experience that a generalist practice simply cannot replicate.
Today, Xexis serves clients from its Lake Mary office and via Zoom nationwide — including current clients in Arizona, New Jersey, North Carolina, and other states. Distance has never been a barrier to the process.
Credentials and Trust Signals Worth Verifying
Retirement planning advisor with 33+ years of practice, focused exclusively on retirement clients
Published author: a comprehensive guide to retirement planning written for pre-retirees navigating the transition from work to income
Featured in televised interviews on retirement planning topics
Strong compliance record maintained throughout 33+ years with broker-dealer — independently verifiable through FINRA BrokerCheck
Nationally served client base via Zoom: Arizona, New Jersey, North Carolina, and additional states
The Same Education You'd Get in a Classroom
Dan teaches college level retirement planning courses, where he has guided hundreds of students through the core decisions every pre-retiree faces — Social Security timing, income planning, tax strategy, and estate coordination. The curriculum is built on the same four-step process that every Xexis client goes through.
That classroom framework isn't a marketing concept. It's a tested, structured approach to retirement decision-making that Dan has refined over decades of both teaching and practice. When you become a client, you get the same framework — applied to your specific numbers, your timeline, and your goals.
No local competitor offers this. Most advisory firms describe their process in vague terms. Ours is something you can attend, evaluate, and verify independently before you ever book a consultation.
How Our Process Works
The process at Xexis is not a sales conversation with some education layered on top. It is an education-first sequence, every time, with no exceptions.
Step 1
Educate
We feel that you need to completely understand where your money is, what its purpose is, and what you can expect.
Step 2
Analyze
Once you understand, we will analyze your current situation to answer the big question: do I have enough?
Step 3
Strategize
Before we implement anything, we test various strategies on paper to judge their chances of success.”
Step 4
Enjoy
The clients who have gone through our EASE planning all tell us how much they appreciate having a complete understanding of their retirement plan, and how at ease they feel once it’s complete. This allows you to have a confident plan for the future without worry.
Frequently Asked Questions About Xexis Private Wealth
How long has Xexis Private Wealth been in business?
Dan Brooks has been practicing retirement planning for more than 33 years, beginning at a national firm before establishing Xexis as a retirement-only boutique practice in Lake Mary, Florida. The firm has served pre-retirees and retirees throughout Central Florida and nationwide for over three decades.
Who is the retirement advisor at Xexis Private Wealth?
Dan Brooks is the principal advisor at Xexis Private Wealth. Every client works directly with Dan — there is no junior associate or account management team. He holds 33+ years of retirement-specific experience, has authored a published book on retirement planning, teaches retirement courses at [College Name], and has been featured in televised interviews on retirement topics.
Is Xexis a fiduciary retirement advisor?
Xexis operates with a compliance record maintained over 33+ years with our broker-dealer — no disciplinary history, no exceptions. That record is publicly available and independently verifiable through FINRA BrokerCheck. We encourage prospective clients to review it before scheduling a consultation.
Do you work with clients outside of Florida?
Yes. We currently serve clients in Arizona, New Jersey, North Carolina, and other states via Zoom. Our virtual process is identical to our in-person process at the Lake Mary office — same advisor, same structured methodology, same outcomes.
What makes Xexis different from a generalist financial advisor?
Retirement planning is the only thing we do. We do not manage business accounts, insurance portfolios, or general investment portfolios for non-retirees. That narrow focus, sustained over 33 years, produces a depth of retirement-specific knowledge that a generalist practice cannot match. When retirement is your entire practice, you stop guessing and start knowing.
Serving Retirement Clients Throughout Central Florida and Beyond
Our office is located in Lake Mary, and we work with clients across Central Florida — including Orlando, Sanford, Oviedo, Longwood, and Altamonte Springs. For clients outside the region, Zoom consultations are available in every state we serve. The first conversation is always free.
