Brown Financial Planing

Making sure you get the Advice you deserve.

Small Business Retirement

As a small business owner with up to 100 employees, you can open a Schwab SIMPLE IRA as a low-cost, easy way to contribute to your own retirement and lower your taxes, as well as provide your employees with a tax-advantaged, company-sponsored retirement plan.

FREE Small Business Retirement Plan

Our people make the difference.

Making sure you get the Advice you deserve.

We’re dedicated to ensuring that we take care of all of our clients, and that their financial planning needs are met.
We serve a wide range of clientele, and value every client relationship greatly. Each engagement benefits from the depth and breadth of our expertise. We approach every client with a focus on integrity, advocacy, and understanding.

Our people make the difference.

Our team of experienced advisors are dedicated to creating
solutions for our clients.

We offer three easy ways to contact us.

Use the form below to send us an email. We generally reply within 24 hours.

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Our Advisors

We offer the best advisors in the business, hands down. We pride
ourselves in maintaining a small-firm feel by treating each case with care and consideration.

Nathan Brown CFP®

Nathan Brown is the principle of the firm. A passion for creating customized wealth management solutions

for individuals and small businesses. 9 years experience delivering fiduciary level advice always keeping the client's interest first.

Steve O'Mara

Steven O’Mara joined Brown Financial in 2019 as an Investment Adviser Representative.

Advice you deserve

We have a well-deserved reputation of excellence in retirement plans. Treating every participant as an individual.

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