Brown & Associates

At Brown Advisory Financial Services (BAFS), we understand the importance of having a trusted financial advisor to help you navigate the complexities of personal finance. Our team of experienced professionals is committed to providing you with personalized financial planning and investment management services to help you achieve your goals and secure your financial future.

Our Philosophy

We believe that your financial well-being is not just about your investments; it's about your peace of mind. We take the time to understand your unique needs, goals, and dreams to create a tailored financial plan that addresses your specific situation. Our approach is centered around building strong relationships with our clients, founded on trust, transparency, and open communication. We educate you on the various financial vehicles available to help you make informed decisions about your investments and achieve financial independence.

Our Services

Our comprehensive financial planning services encompass a range of areas, including:

• Financial Planning: We help you create a personalized financial plan that addresses your unique goals, risk tolerance, and investment horizon.
• Retirement Planning: We assist you in creating a sustainable income stream to support your retirement dreams, whether you're just starting out or nearing retirement.
• Estate Planning: Our estate planning services help you create a legacy that benefits your loved ones, including wills, powers of attorney, and probate avoidance strategies.
• Tax Planning: We help you minimize taxes through careful planning, ensuring that you keep more of your hard-earned money.
• Portfolio Analysis: Our team analyzes your investment portfolio to identify areas of improvement, ensuring that your investments are aligned with your financial goals.
• Insurance Analysis: We assess your insurance needs, providing guidance on risk management strategies to protect your assets and loved ones.

Our Commitment

At BAFS, we are dedicated to providing you with expert financial guidance and exceptional customer service. We take pride in our commitment to:

• Educating our clients about their financial options and the implications of their investment decisions.
• Empowering our clients to take control of their financial lives, making informed decisions about their investments and financial futures.
• Guiding our clients through the complexities of personal finance, ensuring that they achieve their financial goals and objectives.

Our Team

Our team of experienced professionals is led by Dylan Brown, a seasoned financial advisor with a passion for helping individuals and families achieve financial independence. With years of combined experience in the financial services industry, our team is dedicated to providing you with personalized service, expert guidance, and a commitment to excellence.