Brown Financial Advisory Information

Brown Financial Advisory helps you explore your dreams and goals. Then we show you how to uncover the potential in your finances. Financial Planning Services Creating a roadmap to achieve financial success is the holistic process of financial planning. This roadmap includes critical areas such as retirement, investments, insurance, taxes and estate planning. A true financial plan does not stop there, however, but extends to those non-financial goals and dreams that may still be waiting to be realized. Wealth Management The cornerstone of Wealth Management is the investment management process. Consistent with the proponents of Modern Portfolio Theory and the theories of some of the greatest investment minds of our time, we use a common sense approach to reduce investment risk while maximizing the potential in every client’s investment portfolio. Fiduciary Provider The company is 100% independent and serves as a fiduciary to its clients 100% of the time. This is an ongoing relationship with Fee-Only pricing that always places your interests above the company in a continuous effort to help you achieve your goals.