Jeff Brown - Independent CFP® Professional

Thinking about Retiring?

You’ve come to the right place. As a true advocate for soon-to-be retirees, we can provide answers to many of your potential questions and concerns. And, there is no cost for your initial consultation. From when to apply for Social Security to whether or not you might outlive your hard-earned savings and investments, we will objectively provide you with the information you need to make prudent decisions.

Our website offers you a plethora of free, general information, including a general calculator to help give you an idea of where you stand. If you need more information and desire an actual consultation, founder & principal, Jeffrey J. Brown, CFP® is your go-to fiduciary advocate and advisor. More than a financial planner, in working with Jeff you are able to obtain exactly the information you need. Choose either a one-time engagement, or a full, step-by-step retirement plan. Initial consultations are now free if you schedule your appointment by March 31st!

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Retirement Preparedness Begins Here.

We invite you to explore our approach – you will quickly see that we are so much more than number crunchers or investment geeks. Meet or Zoom with our lead advisor, Jeffrey J. Brown, CFP^®, who is credentialed & experienced in areas far beyond traditional financial planning, including behavioral finance and blockchain & digital assets. He's also the author of a white paper linking Nobel Prize-winning research in behavioral economics with everyday life principles that are inherent in the ancient limbs of yoga. You can use these principles to help become a better investor and more savvy spender! ⁽²⁾

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Our Firm

Founded nearly 20 years ago by an advisor who knew there was a better way to serve clients, we're a local firm that also believes in giving back to the community.

OUR FIRM

About Jeff

Jeff’s knowledge & experience over 30 years includes six professional credentials as well as familiarity with the IRC, including tax-free 1031 property swaps & other tax shelters.

MEET JEFF

Our Belief

We believe that your overall well-being is greatly influenced by your overall financial security and that your personal plan of self-care should also include a plan for total financial wellness.

SELF CARE

Our Process

Unlike firms that require big money in order to work with them, our retainer-based approach allows us to provide one-time consultations – as well as valuable second opinions.

OUR PROCESS

Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Planning for your retirement

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Real Estate Investors

We help facilitate DST 1031 swaps that may reduce taxes

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Working Professionals

Make your money work as hard as you do

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Women

Understanding your unique needs

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Schedule A Consultation

If you believe you could potentially benefit from working with Jeff Brown, let’s talk! There is no cost for an initial consultation.

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What We Do

When was the last time you sat down and had a practical conversation or a thorough and objective review of your investments?

Whether you’re retired or just thinking about it, an experienced investor or just interested in learning more, individuals from all walks of life have come to rely on Jeffrey J. Brown and the Brown Advisory Group team.

Retirement Preparedness

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Engage

Share objectives, goals & concerns. Establish nature of engagement.

STEP

2

Identify

Determine strengths, opportunities, and exposures. Address weaknesses.

STEP

3

Implement

Carefully move forward; implement recommendations. Monitor outcomes.

There are Many Ways to Work with Us:

One-time consultation, a retainer-based engagement, or ongoing wealth management.

Not sure? As a fiduciary, we can help you select with is best for you.

Schedule A Free Introductory Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call or meeting.

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