6 Questions To Ask A Wealth Manager And The Answers You Want
22 Nov, 2022
The best wealth management firm in the Washington D.C. area will encourage you to ask as many questions as possible. You should feel a calming...
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
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TRUE FINANCIAL LEADERSHIP – WHO WE ARE IS HOW WE SERVE
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®)
- CERTIFIED FINANCIAL PLANNER™ Professionals
- 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.
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Want to learn more?
Schedule a complimentary, no-obligation call to discover how our certified financial advisors simplify investment management and wealth management in the Washington DC area.
