Wealth Management & Financial Planning
Working with clients to achieve their Financial Vision
Brown Advisory Group is a boutique firm that provides financial advice and wealth management to individuals regardless of where they are on their financial journey.
We are committed to providing innovative solutions to preserve and enhance our client’s wealth. Our team benefits from a comprehensive suite of financial products, technology, and support. Backed by LPL Financial, we provide unparalleled support for your financial future.
Contact Us
Barton Creek
Austin, TX 78735
Cheryl.D.Brown@LPL.com
832-404-2080
“Successful investing takes time, discipline, and patience.”
– Warren Buffett
Areas of Practice
Wealth Management
We use a collaborative approach to understand what is important to our clients and then set meaningful goals to align their vision to their values. Together we create a financial plan that takes into account each client’s full financial picture. Over time, things may change. We will be there every step of the way to make the necessary adjustments to ensure client success.
Investment Management
Given client’s financial goals, we will review the investment portfolio. We will make recommendations and design a customized investment portfolio. This includes asset allocation, RMD strategies, planning for key events, and ensuring adequate emergency funds.
Estate & Tax Planning
You have worked hard to build your estate. From your goals for retirement to establishing your legacy, we work to understand your goals. We have professionals in a variety of specialties that can come together to develop a plan that meets your needs and achieves your goals.
Get in Touch
Our team is here to help you every step of the way on your journey.