DM Brown Financial Services
Assist our clients in creating and maintaining comprehensive financial plans that exceed their financial goals and allow them to maintain the life style that they are accustomed to, while insulating them from unexpected life events.
Our vision is to maintain a client centric culture based on each family's goals and values. Allowing us to help clients live intentional financial lives and transition wealth through the generations of our clients and our own eventual retirements. As a result of so many 2nd and 3rd generation clients we are currently only accepting client referrals and members of existing client families. This may change when we locate a Junior Advisor that always puts the clients needs before his own interest.