Many people find themselves in a hurry to retire and often approach retirement without a plan that helps to ensure not just financial security, but peace of mind knowing that their plan also reflects their most important goals and personal values.
As such, we believe that sound retirement planning should be comprehensive & encompass more than admirable goals of having a mortgage paid off or ending up with a seven-digit balance in a company retirement plan.
That's why our principal, Jeffrey J. Brown, CFP® takes a truly holistic approach that is complimented by his professional life coaching skills from the Baptiste Institute and his advanced training in Behavioral Finance. Jeff is uniquely credentialed as a Behavioral Financial Advisor™ in addition to holding Certified Financial Planner™ and Chartered Financial Consultant™ professional credentials.
Jeff's comprehensive training and intuitive skill set allows him to help clients get more out of life and their finances by helping them to connect their financial plans with their actual and most important personal goals and values. It is Jeff's belief that this is the most important aspect of any successful financial plan.
Jeff Brown, a Certified Financial Planner™ professional for over 20 years, founded Brown Advisory Group, LLC based on the belief that a successful relationship with a financial advisor isn't solely based on an advisor’s knowledge, an investor’s rate of return, nor an individual’s familiarity with an advisor through their social circles. More than these key factors is often the ability to establish and have a mutually comfortable rapport, personal confidence and ultimately a level of trust that is typical of and paramount to any personal or professional relationship.
As such, Jeff knows that trust should never be taken for granted and that it is only earned and continually built over time. At Brown Advisory Group, we believe that being a fiduciary and putting your best interests first will ultimately help to foster an advisor-client relationship that will thrive based on ongoing communication, established trust, and our personal integrity.
Saving for Retirement