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What We Do...


With over 30 years of investment & financial planning experience and access to investment managers ranging from the well-known Vanguard Group to Ladenburg Thalman, one of the nation’s oldest investment banks, Jeff Brown has a very broad range of capabilities to help you with managing investments in addition to solving any difficult or potentially complex decisions concerning your finances. 

As such, whether it be advice on helping you decide if you can afford to retire, when to collect Social Security or even something as simple as determining how to chose the best options in your employer's 401(k) plan, we have the knowledge and experience to help you increase your personal confidence in making important financial decisions.  And, if you are a business owner, Jeff is very familiar with all the recent changes to the tax code and can work with you and your accountant to help you determine what you what to be considering before 2021 comes to a close.

You may be wondering what our advisory services cost.  Each client situation is unique but importantly you should know that unlike financial companies that are focused on distributing investment products and insurance, you can chose to simply receive investment and financial planning advice without investing your money with us because as an Investment Advisor, Brown Advisory Group does not charge nor earn sales commissions and does not have hidden fees.  

We'll get you there...

We'll get you there...


...with a simple, straight-forward approach.  First, we determine your actual personal goals and investment objectives - both short and long-term.  We will also work hard to gain an understand of how risk averse you may be to carefully determine, and document your actual investment objectives. We look at this not just from an investment perspective, but also from a personal and philosophical perspective as well.  And, we believe its fully okay to be very conservative and risk averse - most of our clients are!  

The results of us learning about your goals, objectives and preferences will help us to determine if your current portfolio actually matches your investment goals and objectives.  We can also help you to determine where the money goes - we still see many people, particularly business owners without personal budgets!  if you might be spending too much on products and services that aren't in alignment with your true priorities and goals we can help by building a disciplined plan to help you better reconcile where all the money that comes in actually goes - this can be very telling and an exceptional first step to building financial success and eventual financial freedom. 


Managed IRA Accounts & Rollovers

Managed IRA Accounts & Rollovers

Our Founder, Jeffrey Brown, is a CERTIFIED FINANCIAL PLANNER™ who has more than thirty years of experience as a local investment professional overseeing individual retirement accounts and employer-sponsored retirement plans.

As outlined above, we first help you determine your true goals and objectives and then help you set investment objectives that we in turn use to help recommend, build and manage your portfolio to help you reach your personal goals and investment objectives. 

We build and oversee custom portfolios using a mix of select institutional investment strategists available on a platform hosted on either TD Ameritrade or Fidelity Investments' National Financial Services clearing firm.  Our platform that we use to access TD Ameritrade has the combined leverage of over 3,000 fellow investment advisors and provides access to investment managers that in many cases are not available to retail investors due to much higher investment minimums.

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Aim Higher

Aim Higher

Built conservatively and designed to bend, not break, we also manage income-oriented portfolios for investors interested in alternatives to low-yielding money market and savings accounts.  Using a highly diversified combination of income-oriented investment vehicles, which may include FDIC-insured Certificates of Deposit, we may be able to increase the income from your portfolio – while still meeting your needs for liquidity and keeping any degree of potential investment risk within your personal comfort zone.   

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Client Centered


Tax Advantaged Investing

Are you a high net worth, “accredited investor” or successful business owner interested in learning more about potential tax credits that may reduce your Federal and State income taxes or in a custom retirement plan design that may reduce your current income tax liability while you invest for retirement?  We can help and have decades of experience in helping investors and business owners maximize potential income tax deductions.

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Section 1031 tax-free exchanges

Section 1031 tax-free exchanges

Using Delaware Statutory Trusts, Jeff Brown has significant resources for accredited investors who are investment real estate owners that may be interested in potentially mitigating the taxable gain on the sale of an investment property, as well as the hassles of ongoing property management - using an IRC Section 1031 combined with a qualifying Delaware Statutory Trust.  Still unfamiliar to many real estate, tax and legal professionals, these unique arrangements can potentially help investors defer recognition of gains and recaptured depreciation upon selling investment real estate.  And, we are more than accountant and attorney friendly in walking you and fellow professionals through every important step of this process.

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