Our Services

Brown Financial Advisory helps you explore your dreams and goals. Then we show you how to uncover the potential in your finances.

There are two components and together they maximize your financial potential.

Financial Planning

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.

Keep exploring

Learn more about our distinctives, visit our faqs, or get started on your journey to live with more purpose.