Brown Financial Advisory

Founded in Fairhope, Alabama in 1986, Brown Financial Advisory has built a legacy of service, dedicated to helping individuals and families nationwide align their financial resources with their values and long-term objectives. Our deep-rooted, common-sense approach to wealth management empowers our clients to achieve the goals they may not have even realized were possible. We believe in building lasting relationships based on trust, transparency, and a genuine commitment to understanding each client's unique needs and aspirations.

Our Philosophy: The True Planning Cycle

We utilize our proprietary True Planning Cycle (TPC) to effectively guide our clients towards complete financial solutions tailored to their specific circumstances. The TPC is a continuous, repeatable, and predictable process designed to address critical questions in key areas such as retirement planning, investment strategies, insurance needs, tax optimization, and estate planning. This holistic approach ensures that every aspect of a client's financial well-being is considered, creating a roadmap for their financial future.

Serving a Diverse Client Base

At Brown Financial Advisory, we are proud to serve a diverse clientele, providing tailored solutions for individuals and families at all stages of life. We understand that the needs of each client are unique, and we take the time to build personalized strategies that align with their individual aspirations.

• Multigenerational Clients: We work with families across generations, helping to preserve and grow their wealth while ensuring a secure financial future for their loved ones. Our expertise extends to navigating complex inheritance issues, establishing trusts, and formulating plans for wealth transfer across generations.

• Business Owners & Executives: We understand the unique financial challenges faced by business owners and executives. From developing succession plans to managing wealth acquired through business ventures, we provide comprehensive financial guidance to help them achieve their personal and professional goals.

• Retirees: Planning for retirement is a significant milestone, and we help retirees navigate this new phase of life with confidence. Our services include creating income streams, managing retirement savings, and developing strategies to protect their assets.

A Dedicated Team of Professionals

Our team of experienced financial professionals is driven by a passion for helping others achieve financial well-being. We are dedicated to providing our clients with the highest level of service, expertise, and support. Each team member brings a unique set of skills and perspectives to the table, allowing us to offer comprehensive financial solutions

Our Commitment to Client Success

At Brown Financial Advisory, we believe that true financial success is about more than just accumulating wealth; it's about building a secure and fulfilling future. We are committed to partnering with our clients every step of the way, providing the guidance and support they need to make informed financial decisions and achieve their lifelong goals.