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About Us

<br data-mce-bogus="1">Objective financial advice.

Objective financial advice.

We are an independent financial planning and wealth management firm founded by Jeffrey J. Brown, an experienced and highly credentialed financial professional in Southern New England.  In providing fiduciary financial planning services and investment advice independent of the sale and distribution of investment products, our approach is refreshingly different than the all-to-common incidental advice that may be provided by banks, financial companies and salespersons that present themselves as financial advisors.  If you choose to consult with us, you will receive cost-effective, transparent investment & financial advice.

<br data-mce-bogus="1">How we're (very) different.

How we're (very) different.

We believe that successful financial planning is more than picking last year's winners or a simple age-based pie chart that suggests the allocation for a large retirement account.  Financial planning encompasses many other aspects of and priorities in our lives and the lives of our family members and loved ones.

More and more, we are finding that people are recognizing that happiness & financial well-being also includes a strong sense of self and a purposeful life – be it by helping others or helping to make their communities a better place, including helping to preserve the environment for future generations. 

Our approach is different not just because of 30-plus years of experience or our independent business model but just as importantly because of Jeff's unique understanding of how we think about our money and how we make decisions that may have serious consequences about our personal financial security and our overall well-being.

We understand that financial planning is also about finding balance in being able to also live for today's passions and interests.  And, we recognize and understand that your beliefs concerning your money and attaining personal happiness and success are completely different from each and every one of our satisfied clients.  

Independent. But, not alone.

Independent. But, not alone.

And, nor are we unsupervised or unaccountable.

We share this and the information below because we understand the serious nature of choosing someone to help you with your finances. As such, we want to take this opportunity to tell you about the best of both worlds in working with us as an independent investment firm.  Our Founder, Jeffrey J. Brown, CFP®, has adhered to the Code of Conduct of CERTIFIED FINANCIAL PLANNER™ Board of Standards for over 20 years.  And, for more than 15 years, he has maintained a relationship as an investment professional affiliated with Triad Advisors, LLC.  Triad Advisors is a preeminent* FINRA Broker/Dealer that specializes in serving the unique investment needs of independent investment advisors. 

Jeff doesn't just practice as a Fiduciary and within CFP® professional guidelines, he is also supervised and his firm's books and records are inspected by Triad Advisors compliance professionals every year.  Some inspections are unannounced. His career spans over 30 years; he has never had a customer complaint.

* Triad Advisors, LLC is the #1 Broker/Dealer for Independent Registered Investment Advisory firms. June 2010-June 2020 Investment Advisor Magazine/Think Advisor.

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