A complete list of active advisors currently associated with Brownlee Wealth Management

Warmer can help you find a great advisor at Brownlee Wealth Management or one who fits your needs even better.

Brownlee Wealth Management serves individual and high-net-worth clients as well as corporate clients, with a stated focus on employees of large energy companies. The firm offers investment management and ongoing financial planning services, and also provides project-based planning engagements and referrals to third-party investment managers. Investment decisions are guided by Modern Portfolio Theory and a predominantly passive, buy-and-hold approach using index mutual funds and ETFs with static target weights; the firm may hold legacy securities for tax reasons and implements tax-aware strategies when appropriate. BWM typically acts with discretionary authority for managed accounts and monitors third-party managers it recommends. What is notable relative to peers is that BWM does not bill on a percentage-of-assets basis and instead uses a non-standard fee arrangement for advisory services. The firm’s marketing practices also differ from most team firms: it uses client testimonials and references third-party ratings, and it operates as a small team managing roughly $465 million for a compact client base.

To learn more about the advisors currently working at Brownlee Wealth Management, 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.