Brown Wealth Management, an Independent, Fee-Only, NAPFA Registered Financial Advisor, is known for its skill in investment management and retirement planning. We provide clients with traditional wealth management services including investment, retirement, insurance, educational, and estate planning advice.
All services are offered on a Fee-Only basis (i.e. no commissions charged or accepted)
Fiduciary Oath
Brown Wealth Management follows a fiduciary standard. We exercise our best efforts to act in good faith and in the best interests of our clients at all times.
We will provide written disclosure to our clients prior to our engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which may compromise our impartiality or independence.
We are Fee-Only and do not receive any compensation or other remuneration that is contingent on any of our client's purchase or sale of a financial product. We do not receive a referral fee or other compensation from another party based on the referral of our client or our client's business.