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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.

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Explains using life insurance to make meaningful charitable donations.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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How much life insurance would you need to produce a sufficient income stream for your family?

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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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