Apopka, FL Office

Updated today

Luxon Brown

Supported

Firm-wide stats for Luxon Brown

Total advisors

Across 2 offices

Clients per advisor

47 Typical

Avg AUM per client

$426,764 Low

HNW client ratio

10% Low

About

Luxon Brown provides investment advisory and financial planning services to individual and high-net-worth clients, delivering ongoing portfolio management alongside a range of planning services that include retirement, income, legacy, tax-aware strategies and estate planning (the firm outsources estate planning documents through third‑party software). The firm prepares an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management tailored to clients’ goals and documented risk tolerances.

Its investment approach combines fundamental, quantitative, technical analysis and modern portfolio theory, employing strategic and tactical asset allocation with both long‑ and short‑term trading and a preference for ETFs as primary recommendations. Portfolio monitoring and reviews are performed on a regular basis, with ongoing planning included for managed clients and standalone plans available for separate engagement.

Noteworthy aspects disclosed in the brochure include principals’ licensed insurance activities and an affiliated real estate brokerage, which the firm identifies as potential conflicts of interest and documents for clients; recent material changes to ownership and outside business activities are also reported. The firm also conducts free public educational dinner seminars and discloses other outside roles (for example a consulting role), and states policies intended to mitigate conflicts such as documenting recommendations and monitoring personal trading.

Based on Luxon Brown

Expertise

General retirement planning Income planning Social Security optimization Life insurance needs analysis

Based on Luxon Brown

Location

Apopka FL

Advisors at this office

Taylor W

Series 65

Apopka, FL

Luxon Brown

Taylor Woodard is a financial advisor at Luxon Brown with six years of industry experience. He holds a Series 65 designation and previously worked at The Cabana Group and Active Assistant, LLC. Outside of his advisory role, Woodard is also active as a licensed realtor with Luxon Brown Realty, LLC. Luxon Brown provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on ongoing portfolio management and comprehensive planning including retirement, income, legacy, tax-aware strategies, and estate planning. The firm employs a blend of fundamental, quantitative, technical analysis, and modern portfolio theory, with a preference for ETFs and both discretionary and non-discretionary management tailored to client goals and risk tolerances.

General retirement planning Income planning Social Security optimization Life insurance needs analysis

View complete list of advisors at this office

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