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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.

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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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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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