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Steven O
Series 65
Bay City, MI
Brown Financial Planning LLC
Steven O'mara is a Series 65-licensed financial advisor with six years of industry experience. He is the sole advisor at Brown Financial Planning LLC in Bay City, MI, and has worked concurrently at Fisher Contracting since 1996. Brown Financial Planning LLC is a fee-only registered investment adviser serving individuals, including high-net-worth households, as well as small businesses and non-profits. The firm primarily manages accounts on a non-discretionary basis, utilizing both fundamental and technical analysis across a range of investment strategies.
Nathan B
CFP®, Series 65
Bay City, MI
Brown Financial Planning LLC
Nathan Brown is a CFP® and holds a Series 65 license with 12 years of industry experience. He is the principal of Brown Comprehensive Financial LLC and currently works at Brown Financial Planning LLC. Brown has worked in the financial services industry since 2003 and has been involved with multiple firms, including Alphanso, Inc. and Origin Financial. Brown Financial Planning is a fee-only advisory firm that primarily serves individual clients, including both high-net-worth and non-HNW households, along with some small business and nonprofit accounts. The firm provides portfolio management on a non-discretionary basis and comprehensive financial planning, utilizing both fundamental and technical investment analysis.
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