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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.

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Provides tips for managing rising food prices through smart shopping.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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The world of higher education is constantly evolving. Here are some key updates for 2026.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Use this calculator to estimate how much income and savings you may need in retirement.

Will you be able to afford nursing home care?

How Long Will Your Funds Last?

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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