Timothy Brown (AIF®, CFA®, CFP®, MBA)

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

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Certified Financial Planner, President, Brown Wealth Management, LLC

 

Tim Brown has more than 20 years of experience in the financial services industry. Prior to forming Brown Wealth Management in 2003, Tim worked with a large Minneapolis-based financial planning firm and US Bank, and held positions in Fixed Income and Equities Investment Analysis.

 

Tim received his bachelor's degree in Finance and Accounting from the University of Colorado and a master's degree (MBA) from the University of Minnesota's Carlson School of Management. Tim holds a rare combination of credentials, the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. In addition, Tim is an Accredited Investment Fiduciary (AIF).

Additional Information

Our purpose is to help our clients by providing objective, personalized expertise and service. Our approach leverages ongoing portfolio management, financial planning, and life planning strategies. 

 

Brown Wealth Management works on a Fee-only basis; we accept no commission-based compensation.

 

To find out more about how we can help you, please visit our website at http://www.brownwealth.com.

 

Tim Brown is the founder and president of Brown Wealth Management, a comprehensive, fee-only financial planning firm headquartered in the Eden Prairie area of Minnesota's Twin Cities. As a qualified professional in the areas of retirement strategies and investments, Tim has been a guest lecturer at the Carlson School of Management/University of Minnesota, and has been interviewed in and contributed to articles in Money magazine, Kiplinger's Personal Finance magazine, NAPFA Advisor, the StarTribune and Pioneer Press. Tim has also contributed to the book "Just Give Me the Answer$."

NAPFA Start Date

July 09, 2003

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This Office

12100 Singletree Ln Ste 175 Eden Prairie, MN 55344-7938 Phone: (952) 303-6715 Fax: (651) 846-6502