BROWN WEALTH MISSION
is to partner with clients to engineer turn-key solutions for their financial and related personal needs. We are able to provide our clients with the highest level of personalized professional service based on unbiased, objective advice, as well as playing a strategic role in obtaining caliber services and products in their best interest. As fiduciaries, we will always put our client’s interest ahead of our own.
OUR PHILOSOPHYis to provide our clients with comprehensive solutions to their financial lives as fiduciaries. We accomplish this through a diligent approach to managing your wealth and solving financial problems. We believe the only approach is a fiduciary one where your interests are always ahead of our own. Engineering this strategy requires first gaining intricate knowledge about you, your family and your business, and your life’s goals. Implementing these solutions often requires successful coordination and integration with highly competent professionals. Creating wealth, managing and solving financial problems will bring added value to your financial life. The purpose of our business is not just to make you money; it’s to bring some added value to your financial life.
OUR PROFESSIONAL CREED
is to put your interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics, but rather by your success in achieving your goals.
|Andrew M. Brown, CFP®
Certified Financial Planner™
Andrew M. Brown, CFP ®
Mr. Brown was born 1966 in Decatur, Georgia. He holds a bachelor's degree in business administration from the University of Georgia (1989) and a master's of mass communication also from the University of Georgia (1991).
Mr. Brown is a Registered Investment Advisor and a Certified Financial Planner professional and is owner of Brown Wealth Management L.L.C, an independent fee-only investment advisory and financial planning firm.
He has served as Chairman of the Eastminster School Board of Directors, Chairman of Conyers Presbyterian Pre-School, and President of the Rotary Club of Conyers.
He is married to his wife Amy, and they have five children.
Nichole Clare-Kaiser, CFP®
Nichole brings unique perspectives and insights to her work as a CERTIFIED FINANCIAL PLANNER™. She knows first hand the value of professional guidance in setting goals in both personal and professional lives.
Prior to entering the financial planning profession Nichole spent 17 years in the healthcare profession in both the Fortune 500 corporate and small business arenas. As a professionally trained coach she later moved into business consulting and coaching serving entrepreneurs, professionals and individuals.
Nichole uses a collaborative approach with her clients. Her process includes establishing firm financial foundations, defining long term financial goals and executing the steps necessary to attain the client’s goals. Similarly, Nichole guides her clients regarding their investments and management of assets.
Nichole has earned her CFP® designation and completed the Executive Program for Financial Planning Certification from the University of Georgia’s Terry College of Business. She is a graduate of Indiana University with degrees in Psychology and Communications. Nichole currently serves as Secretary and member of the Eastminster School Board of Trustees.
She lives in Conyers Georgia with her three children; her oldest attends the University of Georgia. In her spare time she enjoys cooking, reading, running and yoga.