Wealth Planning Focused on Your Success

Wealth Planning
Designed Around Your Life

At Brown and Company, we 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.