BROWNFINANCIAL

Brown Financial offers exceptional personal service. Each client works directly with their advisor when making important investment decisions. We are committed to accommodating our individual client's needs and answering their important questions within 24 hours... Brown Financial believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients' financial situation. We provide our clients with in-house experts for matters of tax planning, investment planning, retirement planning, insurance planning, education planning, and estate planning... Brown Financial knows that financial planning is an ongoing, dynamic process. We offer our clients periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change our investment strategy will change to meet your current financial situation.