Discover. Design. Deliver.

Personal wealth management made simple, easy, and pleasant.

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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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

Pre-Retirement Checklist: A Guide for a Seamless Transition

18 Sep, 2024

Retirement Planning

While the thought of retiring may trigger excitement or trepidation, it also requires careful planning to ensure a smooth transition from paychecks from the workforce...

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