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About Us

Fiduciary-level retirement advice.

Fiduciary-level retirement advice.

We are a Rhode Island-based wealth management firm focused on retirement preparedness. Engage us to help you determine exactly where you stand now.  And, how things look for down the road.

Established in 2006 by an financial pro who knew there was a better to service clients, we offer a consultative / retainer-based approach.  You don't need to invest millions to receive our personalized and objective fiduciary-level financial, investment and retirement advice.

In fact, you can work with us just like you would your attorney, accountant or other highly-esteemed professional.

How we're (very) different.

How we're (very) different.

We believe that successful money management and 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, particularly in preparing for retirement, 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 committing to the preservation of the environment for future generations. 

At Brown Advisory Group, you'll work one-on-one with Jeff Brown, a seasoned financial professional, CFP® practitioner & fiduciary. Also a Behavioral Financial Advisor™ and former collegiate instructor of financial planning (Bryant University), Jeff will focus on understanding your personal values and how you truly think about money. Jeff Brown will then help you prioritize your most important goals and financial objectives and guide you to in making financial and retirement decisions that are in complete alignment with your unique personal priorities and investment objectives.

We understand that financial planning is about finding balance in being able to also live for today's passions and interests. 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.  We also astutely know and believe that for most clients, protecting capital, i.e. taking a conservative approach, isn't just what we do best, it is what most clients ultimately want from their financial professional.

So, if you seek objective answers to your most important financial questions, or finally, a financial pro worthy of your hard-earned investment dollars, we invite you to learn more about us, today.

Independently Structured.

Independently Structured.

We understand the serious nature and challenge 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, he is affiliated with Vanderbilt Securities, LLC, a leading FINRA Broker/Dealer based in Woodbury, NY. Vanderbilt Securities, LLC origins go back to 1965.

Jeffrey J. Brown doesn't just operate as an Accredited Investment Fiduciary™ and within stringent CFP® professional guidelines. As part of the structure of a unique affiliation agreement with Vanderbilt Securities, LLC, Brown Advisory Group, LLC's books and records are regularly audited by an outside, independent compliance firm. A New York Law firm specializing in investment advisor regulation performed our most recent inspection. Additionally, Jeffrey J. Brown's records are examined by Vanderbilt Securities at least every three years. In over 30 years as a seasoned financial professional, Jeffrey J. Brown has never experienced a reportable customer complaint. 

Schedule a Free Consultation Today.

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