We at Brown Harris take a personal approach to wealth management. Not simply an investment firm, our advisors work to invest and manage one's wealth through a variety of proven investment methods. Brown Harris clients may be saving for retirement, receiving retirement income, protecting an estate from taxes or perhaps providing for a grandchild's college education.
We are interested in serious, longer term investment clients. For this reason, folks who prefer quick returns need not inquire into our services. If you are serious about your wealth management, come interview us, we would love the opportunity to earn your trust. Vision Statement - To be the trusted financial services firm that creates an atmosphere where our clients and employees have one common goal: the clients financial well-being.
We are interested in serious, longer term investment clients. For this reason, folks who prefer quick returns need not inquire into our services. If you are serious about your wealth management, come interview us, we would love the opportunity to earn your trust. Vision Statement - To be the trusted financial services firm that creates an atmosphere where our clients and employees have one common goal: the clients financial well-being.
Services
Brown Harris grew from a desire to provide objective, holistic wealth management. As local financial advisors at a major investment firm, Todd Brown and Gillette Harris teamed to form our brokerage firm in Culpeper and manage over 500 million dollars. Brown Harris has built a reputation as a company successfully managing their client's serious savings money.
Joanie, a Culpeper native, began her career in banking. In 2001, Joanie became a financial assistant for Gillette Harris and is now an Executive assistant, Business Operations manager. She and her husband David, have 3 children, Matthew, Tara, and Parker. Certainly a great joy in her life is her granddaughter, Annabelle Clair Jones.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
There are a few options available, please contact us to help determine which is right for you. When can you retire? How much investment is necessary to retire? How does inflation factor into the process? Answer these questions and you can begin to plan for retirement. Insurance needs change as we grow older and insurance policies are more efficient then ever before; therefore a review is a must.
Please come and visit our office in historic downtown Culpeper. We are conveniently located on North Main Street and our office provides ample free parking, and a free charging station. The LPL Financial registered representatives associated with this website may discuss and/or transact business securities only with residents of the states in which they are properly registered or licensed.
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