Insights

Comprehensive Financial Services R.L. Brown Wealth Management offers a broad range of financial planning and insurance services, indicating opportunities to cross-sell insurance products like long-term care, disability, and life insurance to existing clients seeking holistic financial solutions.

Mid-Sized Growth Potential With revenue between one and ten million dollars and a relatively small team of up to 50 employees, the firm presents a manageable client base with room to grow by expanding service offerings or deepening client relationships.

Targeted Digital Presence Utilizing modern digital tools like Hotjar, Modernizr, and Yoast SEO suggests the company values online engagement, presenting opportunities for digital marketing campaigns or technology-driven client outreach strategies.

Market Positioning Positioned within the financial services sector alongside similar firms with substantial assets under management, R.L. Brown Wealth Management can leverage its counseling expertise to differentiate through personalized, client-centric financial planning.

Technology Adoption The company's use of various tech tools indicates a readiness to adopt new financial planning technologies and digital advisory platforms, creating opportunities for partnership or implementation of innovative financial solutions for clients.

Similar companies to R.L. Brown Wealth Management

R.L. Brown Wealth Management Tech Stack

R.L. Brown Wealth Management uses 8 technology products and services including Hotjar, oEmbed, Modernizr, and more. Explore R.L. Brown Wealth Management's tech stack below.

  • Hotjar
    Analytics
  • oEmbed
    Dev Tools
  • Modernizr
    Javascript Libraries
  • Select2
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Facebook
    Widgets

Media & News

R.L. Brown Wealth Management's Email Address Formats

R.L. Brown Wealth Management uses at least 1 format(s):
R.L. Brown Wealth Management Email FormatsExamplePercentage
First@rlbrownwealth.comJohn@rlbrownwealth.com
25%
First.Last@rlbrownwealth.comJohn.Doe@rlbrownwealth.com
25%
First@rlbrownwealth.comJohn@rlbrownwealth.com
25%
First.Last@rlbrownwealth.comJohn.Doe@rlbrownwealth.com
25%

Frequently Asked Questions

Where is R.L. Brown Wealth Management's headquarters located?

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R.L. Brown Wealth Management's main headquarters is located at 135 West Main Street, Suite 200. The company has employees across 1 continents, including North America.

What is R.L. Brown Wealth Management's phone number?

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You can contact R.L. Brown Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is R.L. Brown Wealth Management's official website and social media links?

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R.L. Brown Wealth Management's official website is rlbrownwealth.com and has social profiles on LinkedIn.

What is R.L. Brown Wealth Management's NAICS code?

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R.L. Brown Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does R.L. Brown Wealth Management have currently?

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As of December 2025, R.L. Brown Wealth Management has approximately 11 employees across 1 continents, including North America. Key team members include Vice President Financial Advisor: G. H.President: R. L. B.Founder Managing Principal: C. W. B. C. C.. Explore R.L. Brown Wealth Management's employee directory with LeadIQ.

What industry does R.L. Brown Wealth Management belong to?

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R.L. Brown Wealth Management operates in the Financial Services industry.

What technology does R.L. Brown Wealth Management use?

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R.L. Brown Wealth Management's tech stack includes HotjaroEmbedModernizrSelect2Slider RevolutionPHPYoast SEOFacebook.

What is R.L. Brown Wealth Management's email format?

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R.L. Brown Wealth Management's email format typically follows the pattern of First@rlbrownwealth.com. Find more R.L. Brown Wealth Management email formats with LeadIQ.

When was R.L. Brown Wealth Management founded?

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R.L. Brown Wealth Management was founded in 2014.

R.L. Brown Wealth Management

Financial ServicesKentucky, United States11-50 Employees

At R.L. Brown Wealth Management we help provide peace of mind through financial planning.  Our services include:

	•	Comprehensive Financial Planning
	•	Retirement Income Planning
	•	Investment Portfolio Management
	•	College Savings Planning (529 Plans)
	•	401k, IRA, and Trust Planning
	•	Life Insurance
	•	Disability Insurance
	•	Long Term Care Insurance

Investment advice offered through R.L. Brown Wealth Managment, a dba of Keystone Financial Group, a registered investment advisor.  R.L. Brown Wealth Management and Keystone Financial Group are separate entities.

Section iconCompany Overview

Headquarters
135 West Main Street, Suite 200
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    R.L. Brown Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    R.L. Brown Wealth Management's revenue is estimated to be in the range of $1M$10M

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