A complete list of active advisors currently associated with M.Brown Financial Advisors

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M. Brown Financial Advisors primarily serves as a sub‑advisor to Ausdal Financial Partners and to other registered investment advisers, providing discretionary portfolio management across model programs (PAM and IMPACT), customized non‑program accounts, and retirement plan consulting for plan sponsors and trustees. The firm also offers participant education and non‑fiduciary administrative support for retirement plans, in addition to managing assets for sub‑advisory relationships. The firm’s investment approach combines active tactical allocation (the Proactive Asset Management strategy that can move to cash to limit downside) with diversified, monitored allocation models (IMPACT) and the use of fundamental, technical and cyclical analysis. M. Brown may employ options, inverse and leveraged ETFs, and select alternative vehicles in suitable accounts, and typically manages client accounts on a discretionary basis with ongoing monitoring and rebalancing. Statistically uncommon for a team‑model adviser, several M. Brown advisors are registered representatives of a broker‑dealer (Ausdal) and are licensed insurance agents, which allows the firm to implement commission‑based brokerage and insurance product sales (including variable products) and receive 12b‑1 or other third‑party payments that create potential conflicts of interest. The business is concentrated in sub‑advisory relationships (reported assets under advisement) rather than a broad retail client base, and the combination of sub‑advisory focus, commissionable product capability, and retirement plan education services distinguishes it from many peers.

To learn more about the advisors currently working at M.Brown Financial Advisors, 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.