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        Helping Boomers Prepare and Invest for Retirement.

        General Info
        At Brown Wealth Management, we believe financial planning includes much more than just investment advice. Financial planning includes retirement, tax, estate, insurance, transition, cash flow, budgeting, education and investment management. Investment management on its own is NOT financial planning but only a small part of the overall planning puzzle. Most firms only want to provide investment management. At Brown Wealth Management you get both financial planning and investment management at a cost that is typically much less than what you get investment management only at most other firms. 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.
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Services/Products
        We help Boomers prepare and invest for retirement. We primarily work with pre-retirees, retirees and woman who have been widowed or divorced. We provide fee-only financial planning on both a limited and more comprehensive basis, and fee-only investment management. Our clients enjoy greater peace of mind knowing: They have a solid plan in place for retirement Their loved ones are taken care of if they are not around They are receiving objective, independent and fee-only advice from a professional experienced financial planner They are making informed choices with their money They have an advisor that listens to them and meets with them regularly
        Payment method
        check, all major credit cards
        Location
        We are located between Target and Walmart in Eden Prairie, MN. We are next door to the watertower.
        Amenities
        We offer a free no cost introductory meeting to review your situation and quote you a fee for our services. We will review your investments and analyze the costs you are currently incurring. We are typically able to save clients over 50% of their current fees and expenses. If we can't save you more than our fee, we won't accept the engagement.
        Accreditation

        Eden Prairie Chamber of Commerce

        Associations
        Member of the Eden Prairie Chamber of Commerce Member of the National Association of Personal Financial Advisors (NAPFA) Member of the Garrett Planning Network (GPN) Member of the Alliance of Cambridge Advisors
        AKA

        Brown Wealth Management LLC

        Other Link

        http://brownwealth.com

        Categories
        Financing Consultants, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management

        Details

        Phone: (952) 303-6715

        Address: 12100 Singletree Ln Ste 175, Eden Prairie, MN 55344

        Website: http://brownwealth.com

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