Wealth Planning
At Brown and Company, we strive to provide comprehensive wealth planning tailored to meet the needs of entrepreneurs, executives and affluent families. Decades of experience and a unique set of proprietary tools allow us to deliver meticulous execution and a world-class customer experience that ensures our clients are able to protect and grow their wealth.
We go beyond the basics of financial planning. By considering all the factors that contribute to your overall financial picture and wrapping that into our wealth planning process, we are able to provide input on selling a business, fulfilling philanthropic endeavors and educating future generations.
We understand — and we hope you do, too — that a comprehensive personalized plan is your direct path to financial security and confidence.
Become a Client30+
Years of experience1:15
Staff-to-client ratio99%
Client retention rate11.6
Average client tenure in yearsConfidence & Comfortability, No Matter What Comes Next
Brown and Company is taking an active point of view and making meaningful moves to help protect our clients’ accounts and retirement. When things are tough, like they have been with the financial markets down, it’s tempting to want to “throw in the towel” or attempt some form of market timing. In our 30 years of being professional investors, market timing has proven to be an elusive and unsuccessful activity. That’s why we created the Recession Prep Checklist and Scorecard in 2019 and 2020, testing each family’s readiness for a downturn. This tool includes the Retirement Shock Absorber® a tested in the trenches technique to help clients understand their ability to weather market storms. In all of the work we do, we prioritize the experience a client has during difficult markets. With these tools, we want to demonstrate the ability you have to comfortably move through uncomfortable times.
Our Services
Retirement Planning
Retiring at the right time is one of the biggest decisions you will make. We work with you today to design a long-term plan that ensures that you are confident in your future.
Investment Planning
We don’t believe in a one-size-fits-all approach. We take the time to understand your entire financial picture before putting together a disciplined, balanced, long-term strategy.
Tax Planning
Taxes are constantly evolving. Our team of experts is committed to staying up-to-date so we can help our clients mitigate their tax impacts.
Estate Planning
Transferring wealth is a complex and emotional process. We consider the assets you have built over the years and ensure that they are passed on according to your intentions.
Education Planning
Your family is unique. We create a personalized strategy that reflects your family’s values, experiences and characteristics when working with the next generation.
Philanthropic Planning
You have a vision for your legacy. We create a blueprint to help you build and carry out a lasting philanthropic strategy.
Business Exit Strategy
Whether selling your business is top of mind or a low priority, long-term planning is key. We help evaluate where you are today and where you need to be to reach your goals.
Our Accolades
Barron’s Magazine
Top Financial Advisors
2007 - 2022
Mark R. Brown
Forbes Magazine
Top Advisor – Best in State
2018 - 2022
Mark R. Brown
Become A Client
We appreciate your interest in Brown and Company. To connect with a partner, please schedule a call by phoning us or completing the form on this page. We’re looking forward to speaking with you!