Our History
Years of experience have prepared us to guide you through life's transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Billy Brown, CPA and CERTIFIED FINANCIAL PLANNER™ practitioner, and Blake Brown, CERTIFIED FINANCIAL PLANNER™ practitioner, bring more than 35 years of combined experience in comprehensive financial planning.*
You’ve taken the time to visit our website. Our goal now is simple: to clearly explain what we do for our clients and how we help make their day-to-day financial affairs a little easier.
Can we manage your life savings? Yes.
We manage retirement and other investment accounts, and we understand the level of trust that requires. Our focus is to help your savings last as long as you do.
Do we have investment minimums?
Yes—but they’re evaluated on a case-by-case basis. We intentionally limit the number of clients we serve so we can give each one the time and attention they deserve. We don’t want anyone to feel rushed, overlooked, or like just another number.
Do we do more than manage investments? Yes.
A big part of our job is helping with day-to-day financial decisions. Many clients call us just to talk something through or use us as a sounding board. Some common questions we help with include: Can I retire? I need to make a withdrawal, which account should I use to minimize taxes? How much can I give my kids without paying gift tax? What happens to my accounts when I pass away? When do I have to start taking withdrawals from my retirement account and how much? What is a Roth IRA?
These are just a few of our day-to-day questions.
Do we prepare tax returns and give tax advice? Yes.
We offer tax services for two main reasons: convenience and clarity. When we understand your full tax picture, we can give better advice and help you make smarter financial decisions. Also, we understand the tax impact it has when making changes to your investment accounts. As we often say, “the left hand knows what the right hand is doing.”
Do we offer a one-time consultation if you’re not an existing investment client?
On a case-by-case basis, we offer one-time or limited-scope consultations for an hourly fee. These are advice-only engagements and do not involve ongoing investment management or an advisory relationship. Because we intentionally limit the number of relationships we take on, not every request results in a consultation. This allows us to be thoughtful with our time and give proper attention to the clients we serve.
*These services are offered by Billy Brown and Blake Brown through their affiliation with Osaic.
Discover Hidden Opportunities.
We are passionate about helping our clients with their financial affairs. Here are a few of the services we provide: managing retirement and other investment accounts, preparing tax returns, retirement planning, recommending and setting up college saving accounts, life and long-term care insurance, answering day-to-day questions regarding managing debt, buying a home, etc. We want to make ourselves accessible when you need us and save you time and add value by helping you increase your net worth over time.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.