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.