Brown Financial Advisory is a fee-only fiduciary firm in Fairhope, AL. Because we don't receive commissions on the products or services we recommend, you can be confident that the financial planning and asset management service you receive always has your best interest at heart. You will receive full disclosure of our compensation, and you will never worry about commissions, loads and other punitive fees.
Along with truly objective advice our clients tell us what they appreciate most is the way we deliver our service. We help our clients live with more purpose - focusing on the most important things - because life is more than just accumulating assets.
Along with truly objective advice our clients tell us what they appreciate most is the way we deliver our service. We help our clients live with more purpose - focusing on the most important things - because life is more than just accumulating assets.
Services
For over 30 years, Brown Financial Advisory near Mobile, AL has provided financial planning and investment management services to a nationwide clientele. Founded by John A. Brown in 1986, the firm continues to grow as a result of the dedication to its clients' success. Learn more about our distinctives and services, or get started on your journey to live with more purpose.
Creating a roadmap to achieve financial success is the holistic process of financial planning. This roadmap includes critical areas such as retirement, investments, insurance, taxes and estate planning. A true financial plan does not stop there, however, but extends to those non-financial goals and dreams that may still be waiting to be realized.
As a Fee-Only registered investment advisor, Fairhope's Brown Financial Advisory is committed to three fundamental principles:. We have a straightforward, fee-only compensation structure. We do not charge commissions, we receive no compensation from other parties, and there are no hidden fees and no surprises!
Many of our clients are busy professionals who manage their resources well but are smart enough to realize that delegating to experts frees them up to what they do best. They are also at a stage of life where they are starting to think about giving back and using their resources for the greatest good.
At Brown Financial, there are three fundamental factors (the "3-Ds") that we use to help insure long-term success: Diversification, Dominance and Discipline. Diversification means more than selecting lots of different types of investments. Brown Financial uses strategies to help insure that your portfolio participates in global market opportunities while managing the risks associated with the unexpected.
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Zach Parker
Jul 17, 2018
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