At Brown Financial Advisors, LLC, we embrace our role as an advocate for our clients, always acting with your best interest in mind. While many financial services professionals focus on products, our experience shows your needs are best met by focusing on processes, strategies, and most importantly, people. Using a holistic approach to financial planning, our team of registered investment advisors partner with CPAs, CFAs, legal, insurance and mortgage professionals to provide a comprehensive and coordinated method that helps ensures your plan integrates all aspects of your financial picture. Again, we believe this coordinated effort among investments, income, legacy, insurance, tax, mortgage and Social Security maximization provides for a “SOUND MONEY” retirement and the security of multi-generational wealth.

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