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Welcome to Brown Wealth Management
Helping people plan and invest for retirement...we specialize in working with pre-retirees, retirees, and woman who have been widowed or divorced. We provide fee-only hourly financial planning, comprehensive financial planning, and fee-only investment management.
Our clients enjoy greater peace of mind knowing:
- They feel more secure knowing they have a solid plan in place for retirement
- Their loved ones are taken care of if they are not around
- They are receiving objective, independent and fee-only advice from a professional experienced financial planner
- They are making smart choices with their money
- They have an advisor that listens to them and meets with them regularly
We are fee-only financial planners, we are paid only by you and have no incentive to sell you any products other than advice that is best for your unique situation.
Fiduciary Oath
Brown Wealth Management follows a fiduciary standard. We exercise our best efforts to act in good faith and in the best interests of our clients at all times.
Free Offer:
We offer a free no cost introductory meeting to review your situation and quote you a fee for our services. We will review your investments and analyze the costs you are currently incurring. We are typically able to save clients over 50% of their current fees and expenses. If we can't save you more than our fee, we won't accept the engagement.
What Makes us Different:
At Brown Wealth Management, we believe financial planning includes much more than just investment advice. Financial planning includes retirement, tax, estate, insurance, transition, cash flow, budgeting, education and investment management. Investment management on its own is NOT financial planning but only a small part of the overall planning puzzle. Most firms only want to provide investment management.
At Brown Wealth Management you get both financial planning and investment management at a cost that is typically much less than what you get investment management only at most other firms. See our case studies to see how we have saved clients significantly who were previously having their accounts managed by large full service brokerage firms.
We are members of the following national organizations devoted to professional financial planning.
Click here to learn why you should work with our firm.
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12100 Singletree Lane, Suite 175
Eden Prairie, MN 55344
Phone (952)303-6715
Toll Free (800)261-9142
Fax (866) 475-6307 |
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Client Portal |