Available to discuss your financial needs
Brown Wealth Management
Offering Fee-Only Investment Advisory Services
Phone
(770) 918-0702
Office
931 Commercial Street Northeast
Conyers, GA 30012-4537
Advisor Model
- Fiduciary
- Advice
- Transparency
- “Financial Advisor” at a registered Investment Advisor (RIA)
- 3rd party custody
Broker Model
- Suitability
- Transactions
- Disclosure
- “Financial Advisor” at a brokerage house
- In-house custody
Who we are
We help people solve problems.
Fiduciary Advice
Fiduciary standard lets you know who works for whom. Why is this important? A fiduciary is someone who puts your financial interest ahead of his or her own.
Entrepreneurs
Many of our clients are entrepreneurs with growing businesses, and as a result, they face a variety of issues that need to be addressed. Read more
Single Women
You may be single by choice or Plan B. We hope some of the information here helps you. Read more
401k Toolkit
If you currently sponsor a plan, or are considering it, your level of knowledge will have a direct impact on investment returns and liability exposure.
Retired or Getting Close
You might have worries about the markets affecting your retirement? Or maybe you haven’t given much thought about a meaningful retirement plan until now.
Investors
We believe that the best way to help clients meet their investment goals is to design, implement, and monitor an investment plan based on their unique risk tolerance and investment goals. The best investment plan is one based on an intelligently and professionally diversified portfolio.
IRA Smart Decisions
Contribution and Phase Out Limits, Do’s and Dont’s and Planning Ideas
Growing Families
We understand the demands of a busy family, crazy schedules and little time. After all, we each have 5 children. Managing all the kids’ activities leaves little time to focus on financial planning. We’re here to help you prioritize and establish long-term goals.
Potty Reading?
Brwon Wealth Management
Recent Posts
September Potty Reading
LOBBYIST SHAFT US AGAIN First up, my most recent article for the Rockdale Weekly news titled “Beware Hidden Fees and Lower Standards Until Next Year” is about new 401k regulation to help improve transparency and accountability. Right after my article went to press,...
Hens Coming Home
I like using idioms, especially when referring to idiots. We are coming off a week with market losses of seven and eight percent respectively on the S&P 500 and the NASDAQ. Then Standard and Poor’s downgrades our nations credit rating from AAA to AA+. Setting the...
401k Alert: Hidden Fees and Lower Standard Continue
A new regulation from the Department of Labor providing much needed fee transparency and accountability for 401k participants was to go into effect on July 16th, 2011, has been delayed until January 2012. The regulation is Section 408(b)(2), and it’s all about fees,...
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Updates
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