Our Services

Delegating financial management frees our clients to focus on their own areas of interest and provides them with great peace of mind.  They feel better knowing they have a sound plan to accomplish their goals, ongoing support for reaching them, and that if something unexpected happens, they have somewhere to turn.

Constructing a fully integrated financial plan is a process and involves several steps. Each one is important, and all must be coordinated if your financial plan is to succeed. At Brown Investment Management, we will guide you through each step and help you to clearly define your goals.  With this plan, we will be able to assist you in developing a strategy for your financial future, one that is designed to meet your specific goals and objectives.

Financial planning is an ongoing process. As you achieve one goal, another will likely take its place. We will revisit your financial plan periodically with you in order to ensure the plan is current. Together we will review your progress.

Financial Planning

A holistic approach to financial goals, taxes, insurance, retirement planning and estate planning among other areas.


A disciplined investment process that brings institutional capabilities to individual portfolios.