Brown Wealth Management, LLC
Fee-only Financial Planning and Investment Management that Is Aligned with Your Purpose and Values.
At Brown Wealth Management, we know how critical it is to have a responsive advocate that understands your needs and knows your big picture. More importantly, we know how essential it is to have a financial plan that aligns with your ever-changing life.
We are dedicated to creating wealth and your peace of mind by:
• Providing you with a solid plan for retirement
• Ensuring your loved ones are taken care of if you are not around
• Providing objective, independent, and fee-only advice from a professional, experienced financial planner
• Giving you choices so you can make informed decisions with your money
• Being available to listen to you and meet with you regularly
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.