Brown Financial Advisory
Investment Management • 
Fairhope, Alabama, United States • 1-10 Employees
Company overview
| Headquarters | 54 Greeno Rd S, Fairhope, Alabama 36532, US |
| Phone number | +12519289498 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 1984 |
| Employees | 1-10 |
| Socials |
Key Contact at Brown Financial Advisory
Joseph Brown
Heating, Ventilation, And Air Conditioning Business Owner
Brown Financial Advisory Email Formats
Brown Financial Advisory uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@brownfinancialadvisory.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@brownfinancialadvisory.com | 66.7% |
{first name}{last name} | johndoe@brownfinancialadvisory.com | 33.3% |
About Brown Financial Advisory
Founded in Fairhope, Alabama, Brown Financial Advisory has built a legacy of service, helping clients uncover the potential in their finances using ethical, affordable, and straightforward strategies. Since 1986, Brown has helped hundreds of families nationwide achieve financial peace of mind, upholding its commitment to excellent service and impeccable integrity. Learn more about how our deep-rooted, common-sense, and consistent approach can help you fulfill the goals you may have yet to realize. We Provide Holistic Financial Planning For us, comprehensive financial planning is really life planning. Our True Planning Cycle, a continuous, repeatable, and predictable process, delivers the ongoing care and peace of mind you’ll receive on your financial journey. Guiding you to complete financial solutions, we help remove the burden and confusion of keeping your money and goals on track, unifying critical areas such as retirement, investments, insurance, taxes, and estate planning. A true financial plan does not stop there but extends to those non-financial goals and dreams waiting to be fulfilled. We Provide Consistent Wealth Management The cornerstone of wealth management is the investment management process. Consistent with the theories of some of the greatest investment minds of our time, our Core Plus approach helps maximize the potential in every client’s investment portfolio and reduce investment risk. We use broad-based diversification and low-cost Core investments, making small changes to take advantage of global market anomalies and enhance client returns. We Are Fiduciaries The company is 100% independent and serves as a fiduciary to its clients 100% of the time. This is an ongoing relationship with Fee-Only pricing that always places your interests above the company in a continuous effort to help you achieve your goals.
Brown Financial Advisory revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Brown Financial Advisory has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Brown Financial Advisory has never raised funding before.
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