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Brown Wealth Management, LLC
 
 
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Why Use Our Firm

As you approach retirement, you move out of the accumulation phase of your life. You’re no longer just saving wealth, so the services of a broker or agent are no longer as relevant. We build plans that address all your needs in retirement. As your financial advocate, we want and need your trust. That’s why we adhere to our fiduciary promise.

Our Fiduciary Promise

Only Registered Investment Advisors (RIAs) are held, by law, to act in your best interests among all areas of your financial life. While brokers can claim to be fiduciaries, this usually applies to only your retirement accounts. What’s more, financial advisors who accept commissions are usually not fiduciaries and may be influenced to act in their own interests—not yours.

We are a fee-only RIA, and our promise to you is this: We will always act in good faith and in your best interests at all times.

Access to a Trusted Network of Professionals

Given the many facets of your plan, we may need the assistance of other professionals to carry it out. To ensure that you receive the best service, we have hand-picked trusted professionals, including:

CPAs
Bookkeepers
Estate planning attorneys
Elder care attorneys
Business brokers
Insurance experts
We work closely with these experts to make sure that everyone is on the same page and focusing on what’s right for you.
Overview: 

We are Fee-Only Certified Financial Planners (CFP®) and Investment Advisors working on a Fiduciary Basis in Minnesota (Eden Prairie) and surrounding areas.

Life should get simpler as you approach retirement. Instead, it seems like it becomes more complex. In the decade leading up to retirement, you’re faced with concerns like:

Have I saved enough to live comfortably in retirement?
Have I been investing correctly?
How do I make sure I don’t outlast my money?
How will I meet health care costs? Do I need long-term-care insurance?
How can I leave a legacy that isn’t just about the wealth I pass on, but my values?
Working with a broker early in your career may have suited your needs because you were simply building wealth. Now you’re finding that you need more in-depth planning than a broker can give to answer your pressing concerns.

At Brown Wealth Management, we help put you on the path to the retirement you envision. As your financial advisors, we incorporate holistic financial planning and investment management with your needs, goals and values. We work with you to build a plan that helps you transition from the working world to a retirement lived in comfort and with purpose.

Brown Wealth Management: Putting Your Needs First

When it comes to your retirement, you need a wealth manager who takes the time to learn about you and who has the expertise to help you reach your goals. A firm that provides in-depth financial plans and whose strong family values support you.

At Brown Wealth Management, we strive to meet those needs. Based in Eden Prairie, Minnesota, we have been helping people in the Minneapolis and surrounding areas successfully retire since 2002. We emphasize:

Fee-only compensation: We do not earn commissions. Instead, we are paid for advice.
Independence: We are not beholden to dictates from any other company. We work only for you.
In-depth guidance: Our retirement plans encompass your needs in investing, tax planning, cash flow, distribution planning, insurance, family legacy planning, philanthropy and inheritance.
Values: We take the time to know you so we can understand your purpose and values, and we help you incorporate those into your vision to make it a reality.
Our founder, Tim Brown, was recognized as a Five Star Wealth Manager in 2009, 2013, 2014, 2015, 2016 and 2017. We’re proud of that recognition because we believe it exemplifies our dedication to doing what’s right for you.

Our Services

Wealth Management (Best for those with more than $500,000 of investment assets)

You receive a written personal financial plan, ongoing advice, and implementation assistance.
You will meet regularly with an experienced, independent, fiduciary financial advisor who coordinates the many aspects of your finances, including:
Investment Management
Tax-Wise Rebalancing
Tax Planning
Retirement Planning
Insurance Planning
Estate Planning
Education/College Planning
Cash Flow Planning
Inheritance & Estate Planning
We take care of the details for you.




Hourly Planning (Best for those with under $350,000 of investment assets)

This service enables you to start off on a financially independent track and navigate important financial changes.
History: 

Founded in 2002 by Timothy Brown, MBA, CFA, CFP™, AIF.


 
 
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