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Multi-generational family walking on a sunny beach

"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." - Warren Buffett

Smiling senior couple by a lake next to their RV.

"An investment in knowledge pays the best interest." - Benjamin Franklin

Diverse group of smiling graduates in caps and gowns

"Invest in yourself. Your career is the engine of your wealth." - Paul Clitheroe

Two women and a young boy with a tablet and a beagle dog.

“It’s not now much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” -Robert Kiyosaki

Two young boys in suits working at a desk with paperwork.

"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case." - Robert G. Allen

Contact Us

Please feel free to contact us with any questions.

Welcome to Brown Investment Management

As a comprehensive financial services company, we help our clients plan for their future through our customized financial planning strategies. Our advice aims to help our clients to improve everything from their day-to-day finances to retirement planning; investment planning to estate strategies; and insurance to tax strategies.

While we help people from all walks of life, many of our clients are same-sex couples searching for a knowledgeable advisor to help them with their planning needs. Our clients want to know the financial benefits and pitfalls of getting married. Our same-sex clients also tend to have more advanced estate planning needs because many do not have children.

We meet with our clients in a relaxed, comfortable, and professional environment.

At Brown Investment Management, we are not tied to any company’s investment products. As a result of our independence, we are able to provide unbiased advice by offering a wide array of investments and other products to our clients.

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Suggests considering life insurance for stability during uncertain markets.

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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

How much do you need to save each year to meet your long-term financial goals?

Will you be able to afford nursing home care?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck