A complete list of active advisors currently associated with D.S. Brown Wealth Advisors, LLC
Warmer can help you find a great advisor at D.S. Brown Wealth Advisors, LLC or one who fits your needs even better.
D.S. Brown Wealth Advisors is a boutique, independent wealth management firm serving individuals (including high‑net‑worth clients), as well as corporations and other businesses. The firm provides comprehensive wealth management that combines financial planning and discretionary portfolio management, and also offers standalone planning and consultation services on an hourly, fixed‑fee, or subscription basis. The firm takes a goals‑based, tailored approach to investing, using Modern Portfolio Theory and fundamental analysis and drawing on third‑party research sources to construct diversified portfolios across equities, mutual funds, ETFs, fixed income, ADRs, and REITs. Accounts are managed on a discretionary basis with ongoing monitoring and periodic formal reviews, and the firm generally recommends a qualified institutional custodian for trading and custody services. What is distinctive is that the firm operates as a solo CFP‑certified investment advisor representative overseeing roughly $68.5 million in discretionary assets for about 97 clients, resulting in relatively high assets per client compared with many solo practices. The brochure also discloses two uncommon features for firms of this type: a solicitor/referral arrangement with a third‑party advisor network (with ongoing payment obligations under that agreement) and the firm’s advisor being a licensed insurance agent who offers life, disability, long‑term care products and fixed annuities and may receive insurance commissions in addition to advisory compensation (a conflict the brochure describes and discloses).
To learn more about the advisors currently working at D.S. Brown Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 18
|
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