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Joseph F

CFP®, Series 65

White Plains, NY

Brownson, Rehmus & Foxworth, Inc.

Joseph Farrell is a CFP® and holds a Series 65 license, with 14 years of experience in financial advising. He has been with Brownson, Rehmus & Foxworth, Inc. since 2010. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, trusts, estates, and private foundations. The firm emphasizes customized long-term asset allocation and diversification strategies, with a focus on broad diversification and client-directed decision-making.

Concentrated stock management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Executive Founder/Business Owner
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John L

CFP®, CFA®, Series 63

White Plains, NY

Brownson, Rehmus & Foxworth, Inc.

John Lafferty is a financial advisor with Brownson, Rehmus & Foxworth, Inc., holding CFP® and CFA® designations and over 22 years of industry experience. He has been with the firm since 2004. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, and corporate executives. The firm focuses on personalized financial counseling and non-discretionary investment advisory services, emphasizing long-term, diversified asset allocation and a tailored investment program based on each client’s written goal assessment.

Concentrated stock management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Executive Founder/Business Owner
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