Our Mission: We strive to profoundly enrich the lives of our clients through the power of compounding capital and a well-designed wealth management plan.
The heartbeat of our firm: valued client relationships.
Our founders established an independent financial planning firm in 2020 to provide a higher level of service to clients. With over nine decades in wealth management, we deliver an exceptional client experience as a team.
Our Core Principles:
Built With Service in Mind
Located in the Washington DC area, we service high-net-worth individuals, families, businesses, endowments, and foundations who are looking for highly customized and personalized wealth management solutions.
We are a fee-only, independent, and privately-owned registered investment adviser firm, so we aren’t beholden to a parent company and its beliefs/values. We are also fiduciaries who are ethically and legally bound to work in our client’s best interests.
Our level of personalized financial advice is what sets us apart from other firms. We take our fiduciary responsibility seriously and provide intentional care while establishing a friendly connection between you and our team. Our optimized financial plans help you attain your financial goals and dreams.
Credentials You Can Trust
The Brown | Miller team applies in-depth research to construct investment portfolios to help our clients achieve their investment objectives, seeking optimal success within their risk tolerance. Certified experience enables us to devise a wide variety of portfolio approaches for you. That is how we find the ideal portfolio mix investment with client-specified goals and parameters.
- CERTIFIED FINANCIAL PLANNER™ Professionals
- Certified Investment Management Analyst (CIMA®)
- Chartered Retirement Planning Counselor (CRPC®)
We are laser-focused on helping our clients build financial plans that are optimized to enable them to attain their financial goals.
Our Complimentary eBook: 10 Steps to a Sustainable Retirement Income
