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About Us

Independent financial advice.

Independent financial advice.

We are an independent financial planning and wealth management firm. Our fiduciary-level financial planning services are independent of the sale and distribution of investment products.  As such, our approach is refreshingly different than all-to-common incidental advice that may be provided by banks, financial companies and salespersons that present themselves as financial advisors.  

<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, 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. 

Jeff uniquely understands 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.  Additionally, Jeff is supervised by his Broker/Dealer firm, Vanderbilt Securities, LLC, a leading FINRA Broker/Dealer based in Woodbury, NY whose origins go back to 1965.

Jeff doesn't just practice as a Fiduciary and within CFP® professional guidelines, he is also highly supervised.  As part of his affiliation agreement with Vanderbilt Securities, LLC, Brown Advisory Group, LLC's books and records are inspected by an outside, independent compliance firm annually.  Additionally, Jeff's records and procedures are examined by Vanderbilt Securities compliance professionals at least every three years.  Inspections may be unannounced.  Jeff's has been a licensed financial professional for over 30 years and he has never had a reportable customer complaint. 

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