Brown Advisory Group, LLC
Brown Advisory Group, LLC is an independent Registered Investment Advisor that was established in 2006 by Jeffrey J. Brown. Brown Advisory Group provides planning and investment services to individuals, medical professionals and business owners.
Jeff has over 25 years of investment and financial planning experience and is one of the few dually credentialed advisors in the southern New England area holding both the Chartered Financial Consultant™ degree from the American College and CERTIFIED FINANCIAL PLANNERTM practitioner license. Far from a typical financial planner that peddles mutual funds, Jeff is a former Instructor of Finance at Bryant University's Executive Development Center and has helped dozens of area Certified Public Accountants and Attorneys become not just qualified to offer financial planning services but also to become more familiar with many advanced planning strategies and concepts - including using IRC 263(C) to expense intangible drilling costs as well as using Delaware Statutory Trusts with Section 1031 property exchanges, which have the potential to eliminate the many traditional challenges with Section 1031 exchanges, including the need for hands on management and the difficulty of timely sourcing potential exchange properties.
However, more significant than Jeff's experience and technical proficiency is Jeff's sincere approach in working with his diverse group of clients - something that shines through from the very beginning of any potential engagement with our firm. As such, we are confident that you will find that any consultation or possible subsequent meeting with Jeff will represent a stark and refreshing contrast to the antiquated advice model and possible perception of many that "financial advice" is provided by a stock broker or sales rep in a bank who might simply be earning commissions by trying to sell you annuities and mutual funds.
Bring us your questions, concerns and most any financial problem. Jeff will listen accordingly and work with you to help you to reach your financial goals and investment objectives. There is absolutely no cost for an introductory meeting.