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Brown Financial Advisors

Brown Financial Advisors

Financial ServicesFlag of USMiami, Ohio, United States1-10 Employees

Company overview

Headquarters964 State Route 28, Milford, Ohio 45150, US
Phone number+15135759654
Website
NAICS52
SIC628
Keywords
Roth Ira Conversion Strategies, 401K, TSA, Life & Health Insurance, Medicare Supplements, Traditional, 403B, Ira Rollovers, Medicare Advantage Plans, Wealth Coaching, SEP, Income Tax Planning & Preparation, Estate Planning & Preservation, Secure Retirement Planning, Registered Investment Advisory, Annuities & Financial Products, Structured Portfolio Management
Founded2008
Employees1-10
Socials

Key Contact at Brown Financial Advisors

Flag of US

Gregory A. Brown

President & CEO / Retirement Specialist

Brown Financial Advisors Email Formats

Brown Financial Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@brownfinancialadvisors.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@brownfinancialadvisors.com
100%

About Brown Financial Advisors

At Brown Financial Advisors, our SOUND MONEY Process is designed to provide you with a complete financial plan combined with our full set of actionable recommendations. We uniquely provide a "holistic" service that includes: financial planning, insurance planning, tax planning and estate planning all together - kind of like a Mayo Clinic of financial services. Our firm is fee-based and only works for clients, not companies, as your true financial fiduciary. We have multiple locations in the Cincinnati area. Our main office is in Milford... but, we also have satellite locations in Blue Ash, West Chester and Florence.

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Brown Financial Advisors revenue & valuation

Annual revenue$5,944,263
Revenue per employee$1,189,000
Estimated valuation?$19,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Brown Financial Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Brown Financial Advisors has never raised funding before.

Brown Financial Advisors Tech Stack

Discover the technologies and tools that power Brown Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Axios

Axios

JavaScript libraries

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

OceanWP

OceanWP

WordPress themes

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Moment.js

Moment.js

JavaScript libraries

Frequently asked questions

Brown Financial Advisors is located in Miami, Ohio, US.
You can reach Brown Financial Advisors at +15135759654.
Brown Financial Advisors was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.
Brown Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
high performer
most used
tier 1 accuracy

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