Rolling out the red carpet, you are why our company exists.
Your unique financial matters are precious – we honor that by customizing services with your best interests at heart, always. We attentively listen to your needs and integrate best practices in every aspect of support.
Who we are is how we serve: with dedicated persistence.
We value nothing more than integrity and respect. Our focus is on developing and nurturing a trusting client relationship with you. Our deepest commitment as your trusted advisors is to help you transform complex obstacles into exciting opportunities.
We cater to you with long-term, committed excellence:
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- Caring, clear, consistent communication
- Understand your financial situation and objectives
- Fine-tune evolving financial plans
- Investment strategies tailored to your unique situation
- Craft comprehensive plans providing holistic views of your goals
- Alter and monitor your portfolio performance with pride
- Report regularly to affirm committed efforts
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Our 3-D holistic approach supports you every step of the way.
Brown | Miller: Genuinely catering to a wide variety of people, families, companies and establishments in the Financial Planning Washington, DC area.
You’re invited: hover over the box that resonates with you to learn more – get started in building a connection with us!
Entrepreneurs and Business Owners
Entrepreneurs and Business Owners
We deeply empathize with entrepreneurs and business owners, as we understand the financial obligations that accompany your responsibilities. Over-concentrating of net worth in a single asset is a common mistake for those who lack time to manage personal finances separate from the business. Ready to get help managing your wealth in a highly-personalized way? Leave the complexities to Brown | Miller!
HNW and Families
HNW and Families
We believe high-net-worth individuals and families are often not served well enough with standard planning. Whether you’re at a point of growing and managing wealth, gearing up for retirement, or tax planning, we set the bar of excellence for wealth management in the Washington, DC area. Brown | Miller also transfers wealth from one generation to the next, with care. What steps are you ready to take?
Professionals and Executives
Professionals and Executives
Professionals and company executives often find themselves with little time to understand how to utilize savings options such as 401(k)s, IRAs, and deferred compensation. Are you needing help with this too? Brown | Miller’s experienced team alleviates confusion and aids in the right selection for you. Brown | Miller will help you reasonably set and reach financial goals.
Lobbyists and Government Affairs
Lobbyists and Government Affairs
We understand the complicated financial decisions people in these positions are tasked with. Brown | Miller helps you navigate the complex rules which apply to investing if working for or with government agencies, such as disclosures related to asset holdings and limitations on the type of securities that can be purchased for investment purposes. Need help navigating the rules? Brown | Miller is ready to work with you!
Retirees/W2 Independent
Retirees/W2 Independent
Planning for retirement should feel safe and reassuring, an effort that creates joyful living. A reality is that it can feel quite the opposite without professional wisdom to light the way. Whether you’re currently overspending on a fixed income or ready to invest your funds to create a passive income stream, Brown | Miller is ready to help you take action to avoid financial risks. Ready for retirement planning support?
Institutional Non-Profit, Endowments, and Foundations
Institutional Non-Profit, Endowments, and Foundations
Leave the jargon to us. We know that you must adhere to strict investment regulations. This includes adhering to filing requirements and continually monitoring portfolio holdings. Needing help with these or other efforts? Lean on Brown | Miller to assist you in complying with federal and local laws and get ahead in the game.
