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
Recommended Reading: Brené Brown’s “The Power of Vulnerability”
If you haven't heard of Brené Brown, watch this excellent 20 minute video. I just finished listening to her book "The Power of Vulnerability". Brown's insights resonate with truths that help breakdown the superficial beliefs that our culture imposes on us. She...
Grandmother Dupes 146 Million People
“Something is rotten in the state of Denmark.” Hmmm.. The New Yorker is promoting the Federal Reserve Chair Janet Yellen as the protective grandmother for the middle class and unemployed. Conspicuously absent in Nicholas Lemann’s profile in the magazine is her track...
Argentina Odds
Argentina: Playing the Odds. In today’s World Cup Final, Argentina is a 3 to 1 underdog. Maybe enticing odds for soccer fans, but miniscule for a world famous hedge fund guru’s bet on the land of Patagonia. Paul Singer launched a hedge fund in 1977. He is known as one...
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Updates
Grandmother Dupes 146 Million People
“Something is rotten in the state of Denmark.” Hmmm.. The New Yorker is promoting the Federal...
Argentina Odds
Argentina: Playing the Odds. In today’s World Cup Final, Argentina is a 3 to 1 underdog. Maybe...
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