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Our Firm provides fee-only financial planning and investment management services to individuals, families, corporate executives, professionals, physicians, business owners, and retirees. Recommendations are based solely on your specific needs, circumstances and goals. The firm and its advisors are registered with the State of Minnesota. We are Certified Financial Planner® Practitioners with a wealth of planning and investing experience. We are active members of The Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Garrett Planning Network (GPN), and the Alliance of Cambridge Advisors. Please see Our Team for additional information about us.
Our Mission is to partner with clients to enable them to achieve their financial goals through the Values Based Financial Planning® process. We help you identify your goals and values and develop a comprehensive financial strategy to help you reach your goals based on your values. We are fiduciaries. We put our clients' interests first, act with integrity and honesty, and strive for excellence in every facet of our practice.
Our Clients share in the realization that by coordinating and managing today's financial decisions they can achieve their goals for tomorrow for the reasons and values that are important to them. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients control their strategic plan; however, they usually have no desire to manage their financial affairs on a daily basis. They are highly motivated to work with a professional CFP® advisor, not a sales representative.
Our Resources - We have significant resources to draw on through our professional memberships in the Alliance of Cambridge Advisors (ACA), the National Association of Personal Financial Advisors (NAPFA), the Garrett Planning Network (GPN), the Financial Planning Association (FPA), and the CFA Institute. Through these organizations we have access to over 1,000 other fee-only planners who have specific expertise enabling us to help clients with wide ranging situations. Through our fee-only associations we have access to approximately 1,000 other "fee-only" advisors as needed to obtain multiple perspectives on about any topic imaginable. Through our professional relationships we have access to local CPAs, estate planning attorneys, insurance experts, and other professionals. These resources enable Brown Wealth Management to remain independent yet with all the benefits and resources of those of a larger firm.
Our Perspective
Our Team
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©2010 Brown Wealth Management, LLC . All rights reserved.
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