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.
Brown | Miller: Genuinely catering to a wide variety of people, families, companies and establishments in the Financial Planning Washington, DC area.
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!
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 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.
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!
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?
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.