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Lamont B
CFP®, Series 66
Fredericksburg, VA
Alna Wealth Management
Lamont Brown is a CFP® professional with 15 years of industry experience. He is the principal advisor at Alna Wealth Management, having previously worked at Mariner Independent Advisor Network, Private Advisor Group, and TIAA-CREF Individual and Institutional Services. In addition to his advisory work, Mr. Brown is licensed as an insurance agent and serves as a group leader for the Mergers & Acquisitions Affinity Group at ProVisors, a financial services networking organization. Alna Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and employer-sponsored plans. The firm uses a long-term, fundamental analysis approach to build diversified portfolios with low-cost mutual funds and ETFs and offers fiduciary retirement plan advisory services including vendor analysis and participant education.
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