The R.L.
Brown Advisory Group is an independent,
fee-only financial advisory firm providing comprehensive planning,
investment advisory and asset management services to individuals and
small/mid-sized businesses.
We're a hands-on, full-service firm, meaning
that we work closely with our clients to develop customized strategies and
tailored solutions—each specifically designed to help them achieve their
personal financial goals or business retirement plan objectives.
Our unique approach allows us to
deliver superior service and professional, objective advice while reinforcing
our core principles and supporting our client-centric business philosophy.
We're different from many of our competitors in the financial advisory
industry in the following important ways:
- Independence
As an independent organization, we're not limited
to the products and services offered by a parent company or affiliated business.
We’re free to select best-in-class
solutions for our clients from a wide variety of providers.
- Objectivity
We don't accept commissions, referral
fees or payments of any kind from third parties. Our fees come directly and exclusively from
our clients—a policy that allows us to maintain objectivity and minimize conflicts of interest.
- Flexibility
Instead of a "one size fits all
approach", we work closely with our clients to develop tailored solutions that help them achieve
their specific financial objectives.
- Fiduciary Orientation
We adhere to strict standards for ethical conduct and
fiduciary care. As a trusted advisor and
steward of capital, we put our client’s interest ahead of our own at all times.
- Professional Development
We strongly emphasize continual learning and ongoing professional
development. Through our memberships in
the CFA Institute and the Financial Planning Association, we stay abreast of
emerging industry developments and implement relevant innovations that benefit
our clients.
Click here to learn more about our financial planning and asset
management services for individuals; or
Click here to learn more about our retirement plan services for
businesses.