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About DM Brown Financial Services

About DM Brown Financial Services

We are committed to our clients. By creating and maintaining comprehensive financial plans that help exceed their financial goals, we enable clients to maintain the lifestyle that they are accustomed to, with the goal of insulating them from unexpected life events.

That's why we believe it is important to invest our time to understand your wishes, wants and needs before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also assist with your retirement savings, so you have more options when you retire, regardless of what you want to do and value.

Life transitions: Positive or negative, expected or sudden - change can feel overwhelming. With changes such as a new job, marriage, or a baby, we will help you plan for the future ahead. For those transitioning out of the military into civilian life, pro athletes’ getting out of the game, divorce or leaving the workforce and into retirement, we provide advice and guidance to help you through the transition to protect you and your wealth.

Insurance: From Medicare and Medigap to life insurance and passing on financial security to loves ones, insurance protects you and your family against the unknown. We can help you understand your options and assist with securing the policies that are right for you.

Retirement: We understand the many challenges of retirement today. They know the biggest concern for many is outliving their money. They focus on money management, as well as other issues that are critical to your financial well-being.

Helping you Live Intentionally

Our client-centric culture keeps the focus on each family's goals and values. Through this approach, we help guide clients to live intentional financial lives, transitioning wealth through the generations of their families.  For more on how you can start living intentionally, call (480) 292-8402 or email