Discover. Design. Deliver.

Personal wealth management made simple, easy, and pleasant.

Our Services

When you work with Brown | Miller, you're getting a team of professionals with over 90 years of combined experience and expertise whose core focus is overseeing your financial well-being.


Discover | Your Unique
Financial Needs

Phase 1: We create a financial plan by building a solid foundation with you first.

By understanding your hopes, dreams, aspirations, and priorities we support your financial goals for retirement, wealth accumulation, and investing.

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Design | Your Customized
Wealth Map

Phase 2: Wealth management is designed with confidence to weather economic uncertainty.

With a firm understanding of who you are, we construct a comprehensive wealth management plan and custom investment strategy specifically designed for you.

design a plan

Deliver | Adaptive Monitoring, Frequent Meetings and
Ongoing Results

Phase 3: Meticulous, high-level efforts deliver an exceptional experience for you.

Once implemented we closely monitor progress and schedule frequent meetings to review life changes so we can adjust accordingly.

build a plan

Read our complimentary eBook:

The Impact of the Great Wealth Transfer from the Silent Generation and Baby Boomers

This guide will be an invaluable tool for anyone involved in transferring or receiving family wealth, providing you with insights and strategies to effectively manage and preserve financial legacies for future generations.
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What You Can Expect

  • Design winning solutions to tackle financial obstacles
  • Work with transparency and integrity
  • Problem solve to make timely decisions
  • Work in your best interest as fiduciaries
  • Create a valuable long-term relationship with you
  • Foster financial harmony

Who You’ll Be Working With

  • Certified Investment Management Analysts (CIMA®)
  • Chartered Retirement Planning Counselors (CRPC®)
  • 90+ combined years of education and experience in wealth management

Brown | Miller’s laser-focus is to serve and deliver results to you in a positive, meaningful way.

Keep updated on how the latest financial trends impact you!

Brown | Miller Blog
How to Avoid Common Financial Planning Pitfalls
How to Avoid Common Financial Planning Pitfalls

24 Jun, 2024

As Benjamin Franklin once said, “Failing to plan is planning to fail.” This adage is particularly true in financial planning, where even small missteps or...

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Schedule a complimentary, no-obligation call to discover how our certified financial advisors simplify investment management and wealth management in the Washington DC area.
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