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Jeff Brown has been an independent financial professional for more than 30 years. He has taught Financial Planning at Bryant University's Executive Development Center, is an Accredited Investment Fiduciary® and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1999. In 2006, he established Brown Advisory Group, LLC as an independent Registered Investment Advisor firm focused on providing consultative, fiduciary-level retirement planning and investment advice.
He is also certified in behavioral finance and is trained in personal coaching through the Baptiste Institute and has participated in empowerment training programs with Tony Robbins. Combined with his study, training and certification as a yoga instructor, Jeff provides a unique perspective on personal finance and investing by integrating personal coaching techniques and several of the ancient limbs, i.e. principles of life with modern-day Behavioral Finance, i.e.'BeFi'. BeFi is an evolving area of personal finance and investing that includes powerful research that suggests individuals' behavioral biases adversely affect long-term investment returns.
Jeff's approach includes helping clients ultimately achieve a higher level of self-content, while reducing potential stress that may be associated with personal finance and investing. He believes this approach ultimately helps clients lead more active & personally content, financially successful lives.