Justin Brownlee (CFP®)

Justin Brownlee focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

  • Tax Planning
  • NUA Distribution Planning
  • Employer Stock Plans
  • Roth Conversions
  • Estate Planning
  • Investment Management
  • Income Planning in Retirement
  • College Planning

Additional Information

Justin Brownlee is a fee-only financial planner in The Woodlands, TX. Brownlee Wealth Management offers comprehensive financial planning, retirement planning, and investment management to help families organize and grow their wealth. Brownlee Wealth Management serves clients as a fiduciary and never earns a commission of any kind.

NAPFA Start Date

August 28, 2019


This Office

1725 Hughes Landing Blvd 11th floor The Woodlands, TX 77380-3873 Phone: (281) 377-3170