A complete list of active advisors currently associated with Brown | Miller Wealth Management, LLC

Warmer can help you find a great advisor at Brown | Miller Wealth Management, LLC or one who fits your needs even better.

Brown Miller Wealth Management is a fee-only registered investment adviser that serves individuals, high‑net‑worth clients, trusts, retirement plans and other institutional entities. The firm provides investment and wealth management, financial planning and consulting, selection and oversight of independent managers, and fiduciary and non‑fiduciary services for plan sponsors. The firm uses a goal‑oriented process that combines active and passive strategies across equities, fixed income, ETFs and mutual funds, tailoring allocations to clients’ cash‑flow needs, tax considerations and risk profiles. It routinely integrates third‑party independent managers, conducts due diligence on those managers, and employs a UMA overlay (Axxcess) and TradePMR for trade execution and to manage held‑away assets such as 401(k)s, 529s and annuities. Distinctive features relative to many peers include the explicit management of held‑away retirement and insurance assets via a third‑party platform with the ability to exercise discretionary authority and the firm’s disclosed use of alternative investments in certain portfolios. Founded in 2019, the firm has expanded to a multi‑advisor team while emphasizing ongoing monitoring of third‑party managers and adherence to a fiduciary standard.

To learn more about the advisors currently working at Brown | Miller Wealth Management, LLC, 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.