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 discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations and small businesses. The firm prepares written investment policy statements, offers investment management using mutual funds, ETFs and individual securities, and includes financial planning and participant education as part of its service offering without a separate planning fee. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, principally passive, asset-class exposure using fund families such as Vanguard and Dimensional Fund Advisors; BEWS uses tools like Monte Carlo simulation, periodic rebalancing, and written IPSs to set and monitor allocations. BEWS also employs third‑party managers and solutions—contracting with Focus Advisor Solutions (FAS) for sub‑advisory and back‑office services, recommending independent managers such as AQR for certain mandates, and retaining fixed‑income managers for individual bond portfolios. Compared with many peers, BEWS has several notable affiliations and business practices: it is owned by Brown, Edwards & Company, L.L.P., an accounting and consulting firm, and refers to Covenant Real Estate Services, a title and settlement subsidiary, while certain associated persons are licensed to sell insurance products and may receive commissions. The firm’s disclosures also describe referral compensation arrangements, the use of a cash‑sweep aggregator service (Flourish Cash), and marketing materials that include predecessor and hypothetical performance, testimonials, endorsements and third‑party ratings—features that create additional conflicts of interest and warrant review by prospective clients.

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.

You can also browse Brown Edwards Wealth Strategies's office locations.