“By failing to prepare,
you are preparing to fail.”
Anyone can produce investment solutions that provide retirement income. However, having a secure future often requires a professional who doesn't just talk investments, but also has the training, experience and skills to help you make the very most out of your retirement years.
Trained in life coaching and credentialed in Behavioral Finance (representing specialized financial advisor training in psychology and neurology), Jeff Brown is uniquely able to help clients connect their financial plans with their all-important life goals.
Quite simply, Jeff is more than a fiduciary; he is an highly-trained advisor who goes beyond financial matters to objectively help you make smart financial decisions that can help to empower you to ultimately get more out of life.
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 now and exactly how things look for down the road. And, unlike most, we offer a consultative and retainer-based approach, which means that we don't require that you turn your assets over to us in order to receive advice, you'll receive the epitome of personalized advice to help you make your most important financial decisions with confidence.
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 Financial 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 total financial wellness.
Jeff is unlike advisors & companies that require your money in order to work with them. Regardless of where you hold your assets or 401(k) plan, you can hire us on retainer or even for a one-time consultation.