Menu

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.

image

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.

discover MORE

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
image
image

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
image

Read Our Complimentary eBook:
10 Steps to a Sustainable Retirement Income

download now
fourthinfo

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.

Keep updated on how the latest financial trends impact you!

Brown | Miller Blog
Maximize Wealth: High-Income Earner’s Guide to Roth IRA Conversions
Maximize Wealth: High-Income Earner’s Guide to Roth IRA Conversions

21 Jun, 2023

Success, whether in your personal or professional life, often results in an accumulation  of wealth that necessitates a more sophisticated approach to financial planning. In...

Array
cima cima cima cima
footer

Brown
Miller

Wealth
Management

Brown | Miller Wealth Management

8280 Greensboro Dr.

Suite 220

McLean, VA 22102

Client Portal
© 2023 Brown | Miller Wealth Management. All rights reserved.

Disclosures

Form ADV Part 2A Brochure

Form CRS