White Plains, NY Office

Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser that provides personalized financial counseling and non-discretionary investment advisory services to individuals and families (including high-net-worth clients), as well as trusts, estates, private foundations, endowments, qualified retirement plans and senior corporate executives. The firm also offers financial planning and ad-hoc or project-based consultations alongside ongoing portfolio management and periodic client reviews.

The firm’s process centers on an in-depth, written assessment of each client’s goals and a tailored investment program that emphasizes long-term, diversified asset allocation across marketable and private investments; recommendations are made by a principal or lead advisor and clients retain final decision-making authority, with the firm executing trades only after written client authorization. Typical recommendations include broad diversification, rebalancing to target allocations, and consideration of tax sensitivity and liquidity, while the firm may also advise on concentrated employer stock positions and other executive compensation issues.

What distinguishes the firm from many peers is the scale of advisory relationships run on a non-discretionary basis—managing several billion dollars of regulatory AUM while operating as a relatively small, multi-team boutique—and a flexible, negotiated fee approach that can include case-by-case project or hourly arrangements rather than a rigid one-size-fits-all billing model. The firm is long-established, operates without commission-based product sales, and maintains formal policies around conflicts, personal trading, privacy, and constrained use of AI tools.