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Brown Financial Advisory Employee Directory

Investment ManagementAlabama, United States2-10 Employees

Brown Financial Advisory is an independent investment management firm based in Fairhope, Alabama, that has been guiding clients since 1986. It emphasizes holistic financial planning, treating life planning as an ongoing process that integrates retirement, investments, insurance, taxes, and estate planning to address both financial and non-financial goals. The firm follows a Core Plus investment approach that prioritizes broad diversification and low-cost core holdings, making small adjustments to capitalize on market opportunities while managing risk. As a fiduciary, the company operates on a fee-only model, committing to put clients’ interests first in a long-term advisory relationship. In 2025, Brown Financial Advisory announced a merger with Personal Financial Planning, LLC, a Mobile-based firm, reflecting a continuation of its focus on fiduciary responsibility and client care.

Find Brown Financial Advisory employees' phone numbers or email addresses

Brown Financial Advisory Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Brown Financial Advisory's Leadership

  • Operations Manager at Brown Financial Advisory
    M. F.
    Operations Manager
    Mobile Phone
  • Lead Financial Planner at Brown Financial Advisory
    H. H.
    Lead Financial Planner
    Mobile Phone

Brown Financial Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Legal

Contact profiles from Brown Financial Advisory

Name
Title
Contact
Location
Last Update
  • Operations Manager at Brown Financial Advisory
    M. F.
    Operations Manager
    Mobile Phone
    Oct 18, 2024
  • Lead Financial Planner at Brown Financial Advisory
    H. H.
    Lead Financial Planner
    Mobile Phone
    Jun 28, 2026

Frequently Asked Questions

What is Brown Financial Advisory known for?

Minus sign iconPlus sign iconBrown Financial Advisory was founded in 1984 and operates in the Investment Management industry. You can contact Brown Financial Advisory's main corporate office by phone at
+1-251-928-****
. Explore Brown Financial Advisory's company overview page for more information.

What is Brown Financial Advisory's most common email format?

Minus sign iconPlus sign iconBrown Financial Advisory employees' email format typically follows the pattern of FirstL@brownfinancialadvisory.com. Trying to find reliable and up-to-date employee contact data? Find more Brown Financial Advisory email formats with LeadIQ.

How many employees does Brown Financial Advisory have currently?

Minus sign iconPlus sign iconBrown Financial Advisory has approximately 7 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Brown Financial Advisory's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Brown Financial Advisory's key employees include:

  • Operations Manager: M. F.
  • Lead Financial Planner: H. H.

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