“By failing to prepare,
you are preparing to fail.”
For some people, preparing for the future might imply not enjoying living today. At Brown Advisory Group, we can help make it easier to do both. We can help you prepare for tomorrow's challenges, while enjoying a life of happiness & fulfillment, today.
Engage us and we'll help you understand exactly where you stand and exactly how things look for down the road. And, because we offer a consultative and retainer-based approach, (we don't require that you turn your assets over to us in order to receive our advice), you'll receive the epitome of personalized advice to help you make your most important financial decisions with confidence.
Unlike many financial professionals, our founder, Jeffrey J. Brown understands a lot more than just money. In additional to being a CERTIFIED FINANCIAL PLANNER™ professional, he's also credentialed in Behavioral Finance - specialized training in psychology and neurology to help people make better decisions with their finances and investments.
Also an Accredited Investment Fiduciary® and Chartered Financial Consultant® with training in life coaching, Jeff Brown pioneered an approach to financial planning that not only helps people with their finances, but also empowers individuals to ultimately get more out of life.
Founded over 15 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.
He's taught financial planning at Bryant University as well as yoga classes at Town Hall. Meet a CFP® Professional who's on a mission to help people get more out of life by getting more out of their money.
We believe that your overall well-being is greatly influenced by your overall financial security & that your personal plan of self-care should include a plan for your total financial wellness.
Unlike advisors that require your money in order to work with them, we don’t. Regardless of where you choose to hold your assets, you can hire us on retainer or even for a one-time consultation.