A complete list of active advisors currently associated with Brown Edwards Wealth Strategies

Warmer can help you find a great advisor at Brown Edwards Wealth Strategies or one who fits your needs even better.

Brown Edwards Wealth Strategies provides investment management and financial planning to individuals (including high-net-worth clients), qualified retirement plans, trusts, charities and small businesses, and generally delivers portfolio management and plan advisory services under asset-based advisory arrangements. The firm also offers employee benefit plan services, including 3(21) advisory work and coordination with 3(38) managers, and produces written investment policy statements and periodic performance reports. The firm’s investment approach is rooted in Modern Portfolio Theory and a long-term, passive asset-allocation philosophy, typically implemented with index and asset-class mutual funds and ETFs from providers such as Vanguard and Dimensional Fund Advisors, with periodic rebalancing and Monte Carlo analysis used in planning. BEWS uses third-party managers and support — including Focus Partners Advisor Solutions for sub‑advisory and back‑office services, AQR as an independent manager in certain circumstances, and third‑party fixed‑income managers for individual bond portfolios — and will retain individual securities only for tax or client-specific reasons. Several features distinguish BEWS from many peer team firms: it is owned by and closely affiliated with an accounting and consulting firm (Brown, Edwards & Company, L.L.P.) and operates an affiliated title/settlement real estate company (Covenant Real Estate Services), creating cross‑referral relationships and occasional referral compensation practices. The firm maintains a multi‑office platform (14 offices), employs individuals who are licensed insurance agents and may receive commissions, and discloses and advertises performance information (including predecessor and hypothetical results) while also using endorsements, testimonials and third‑party ratings in its materials.

To learn more about the advisors currently working at Brown Edwards Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.