Available to discuss your financial needs

Brown Wealth Management

Offering Fee-Only Investment Advisory Services

Contact Andy Brown

Phone

(770) 918-0702

Email

info@brownwm.com

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.

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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.

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Clients

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Potty Reading?

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Brwon Wealth Management

Recent Posts

Fed Policy and Your Bonds, DC’s

by Andy Brown | Blog, Bonds, Economics & Markets, Retirement Planning, Wall Street Greed

Government spending and the Fed’s policy of buying more long-term bonds, never mind how they pay for it, has pushed the U.S. Treasury yields to lows not seen since the 1940’s. This is significant because your conservative, “safe” money like T-bills, Treasury Bonds...

January Potty Reading

by Andy Brown | Blog, Economics & Markets, Fiduciary, Investments, Uncategorized

2011 was full of challenges, including the continual financial crisis in Europe, the Arab Spring in the Middle East, natural disasters and political dissent in the United States. Markets don’t like uncertainty and thus a year of volatility across global financial...

Your 2012 Financial Planning Checklist

by Andy Brown | 401k, Blog, Estate Planning, Fiduciary, Financial Plan, Insurance, Investments, Long-Term Care, Retirement Planning, Self-Employed

For 2012, I’ve put together a checklist to help you take a deeper look at your financial picture, address a few important areas of financial planning, as well as provide you with some suggestions for the new year. The Basics ¨ Create a Financial Plan. By...