Our Story

Experienced, Trusted and Discreet

Innovative Private Wealth Management Firm

When Mark R. Brown founded the company in 1988, comprehensive financial planning and private family wealth management were in the beginning stages. Mark concluded that for clients to pursue and actualize long-term financial independence, he had to deliver a new service, and that service was the merger of a traditional business plan with a personal financial plan.

The invention of the personal computer allowed us to create sophisticated plans for families in an understandable and flexible manner. The philosophy and approach caught on and our company continues to lead the industry in comprehensive and innovative wealth management services.

Mark never set out to be the biggest, but rather the best. With effective proprietary financial tools, time-tested processes and a team of personal professionals. Brown and Company strive to make the financial planning process more reliable, predictable, understandable and successful.

Our Clients Are Supported by an Entire Team

When you work with Brown and Company, you work with a team of credentialed, experienced and discreet specialists. Through this approach, we offer each client comprehensive, personalized and confidential wealth management services. Our multi-disciplinary team of specialists includes five CERTIFIED FINANCIAL PLANNERĀ® professionals. Each team member has distinctive expertise in one or more aspects of financial planning and investment management.

Each client works with a Brown and Company partner and Client Relationship Manager while simultaneously receiving skilled and responsive support from our operational, administrative and marketing professionals. In addition, we have a full network of outside professionals, including attorneys, accountants, real estate professionals, insurance professionals and just about anybody you can think of, to help implement your plan and make your life simpler.

Are You a Potential Brown and Company Client?

Our clients are entrepreneurs, executives, doctors and lawyers, as well as those who have inherited significant amounts of wealth. They trust us to manage their assets that range from $3 million to $50 million. If you fit into those categories and are looking for an experienced, trusted team to manage your financial planning into retirement and beyond, please get in touch today.

Get in touch and schedule your consultation today.