About Us

The Brown and Company Story

An Introduction
to Brown and Company

Brown and Company is a private wealth management firm that specializes in supporting high-net-worth and ultra-high-net-worth families. Along with our vast network of CPAs, estate attorneys, investment bankers, business brokers and other professionals, our team is prepared to take care of your family’s interests for generations to come.

We understand that your values, concerns and priorities are unique. Your financial plan should be one-of-a-kind, too. That’s why Brown and Company creates a personalized financial plan for each client. And we go above and beyond by regularly monitoring your plan’s performance and amending it – with your input – as your circumstances and world events change.

A Different Kind
of Wealth Management Firm

We build close relationships with our clients. Every firm says this, but Brown and Company does it. We have a 1:15 staff-to-client ratio, and our personal service helps explain why our clients stay with us for generations. In fact, more than half of our clients have been working with us for more than 10 years!

Unlike some wealth management firms that are not held to the strictest ethical standards, our is a fiduciary firm that adheres to the Fiduciary Standard. This standard always puts the client’s interest first. You can rest assured we will protect your life’s work from the perils we face every day.

Brown and Company champion the idea that a personalized financial plan is your steadfast path to financial security, confidence and success. Why would you trust your life savings and your financial future to any other firm?