As an investment advisor, Brown Financial has a fiduciary duty to all clients. It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times. We have no “hidden agenda” or drive to sell any particular financial product. Brown Financial utilizes the custodial services of TradePMR, and Charles Schwab.
UNBIASED INVESTMENT ADVICE
Brown Financial uses unbiased investment research and advice. We only select investments that we believe are best suited to our clients’ needs. Brown Financial offers no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and unbiased investment research.
COMPREHENSIVE FINANCIAL PLANNING
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.
“OPEN ARCHITECTURE” INVESTMENT PLATFORM
As independent advisors we have access to thousands of mutual funds, ETFs, and alternative investments. Free from the constraint of proprietary products and investment banking relationships, we are able to work with our clients to determine which investment options are best suited for their unique financial situation.
FEE-ONLY AND COMPETITIVE PRICING
Brown Financial works with clients on a fee-only basis. This allows us to offer truly objective financial advice and align our goals with those of our clients - growing assets. Through our fee-only program, we are able to adjust your investment portfolio without requiring you to pay any commission. Since annual fees are based on total assets under management, fee-only asset management ties our compensation directly to the performance of your account, thereby eliminating conflicts of interest.
EXCEPTIONAL PERSONAL SERVICE
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.