Lisa Brown (AEP, CFP®, CIMA®)

Lisa Brown focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Brightworth (, is an Atlanta-based and nationally recognized independent, fee-only private wealth counsel firm that serves high net worth families and individuals

NAPFA Start Date

August 15, 2007

This Office

3344 Peachtree Rd NE Ste 2000 Atlanta, GA 30326-4804 Phone: (404) 760-9000 Fax: (404) 604-3754