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Welcome to Brown Wealth Management
Brown Wealth Management, an Independent, Fee-Only, NAPFA Registered Financial Advisor, is known for its skill in investment management and financial planning. We provide clients with traditional wealth management services including investment, retirement, insurance, educational, and estate planning advice.
We follow a process called "Values Based Financial Planning" and believe that the best plan is based on what is most important to you. All services are offered on a Fee-Only basis (i.e. no commissions charged or accepted)
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.
We will provide written disclosure to our clients prior to our engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which may compromise our impartiality or independence.
We are Fee-Only and do not receive any compensation or other remuneration that is contingent on any of our client's purchase or sale of a financial product. We do not receive a referral fee or other compensation from another party based on the referral of our client or our client's business.
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 Fax (866) 475-6307 |
7616 Currell Blvd., Suite 200 Woodbury, MN 55125
Phone (651) 264-3025
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