Brown Financial Advisory Employee Directory

Investment ManagementAlabama, United States2-10 Employees

Founded in Fairhope, Alabama, Brown Financial Advisory has built a legacy of service, helping clients uncover the potential in their finances using ethical, affordable, and straightforward strategies. Since 1986, Brown has helped hundreds of families nationwide achieve financial peace of mind, upholding its commitment to excellent service and impeccable integrity. Learn more about how our deep-rooted, common-sense, and consistent approach can help you fulfill the goals you may have yet to realize. 

We Provide Holistic Financial Planning 
For us, comprehensive financial planning is really life planning. Our True Planning Cycle, a continuous, repeatable, and predictable process, delivers the ongoing care and peace of mind you’ll receive on your financial journey. Guiding you to complete financial solutions, we help remove the burden and confusion of keeping your money and goals on track, unifying critical areas such as retirement, investments, insurance, taxes, and estate planning. A true financial plan does not stop there but extends to those non-financial goals and dreams waiting to be fulfilled.

We Provide Consistent Wealth Management
The cornerstone of wealth management is the investment management process. Consistent with the theories of some of the greatest investment minds of our time, our Core Plus approach helps maximize the potential in every client’s investment portfolio and reduce investment risk. We use broad-based diversification and low-cost Core investments, making small changes to take advantage of global market anomalies and enhance client returns.

We Are Fiduciaries
The company is 100% independent and serves as a fiduciary to its clients 100% of the time. This is an ongoing relationship with Fee-Only pricing that always places your interests above the company in a continuous effort to help you achieve your goals.

Find Brown Financial Advisory employees' phone numbers or email addresses

Brown Financial Advisory Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Brown Financial Advisory's Leadership

  • Stylized image of a person
    M. F.
    Operations Manager
    Phone icon
  • Stylized image of a person
    M. W.
    Financial Planner
    Phone icon

Contact profiles from Brown Financial Advisory

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. F.
    Operations Manager
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    M. W.
    Financial Planner
    Phone icon
    United StatesMaryland
    Nov 14, 2025

Frequently Asked Questions

What is Brown Financial Advisory known for?

Minus sign iconPlus sign icon
Brown Financial Advisory was founded in 1984 operates in the Investment Management industry; you can contact the main corporate office by phone at . 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 icon
Brown Financial Advisory employees' email format typically follows the pattern of . 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 icon
Brown Financial Advisory has approximately 8 employees as of December 2025. 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 December 2025, Brown Financial Advisory's key employees include:

  • Operations Manager: M. F.
  • Financial Planner: M. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.