A complete list of active advisors currently associated with M.K. Brown Wealth Advisory

Warmer can help you find a great advisor at M.K. Brown Wealth Advisory or one who fits your needs even better.

M.K. Brown Wealth Advisory is a fee‑based registered investment adviser that provides financial planning and portfolio management to individuals, trusts, estates, and retirement plans. The firm reports managing roughly $165.5 million for about 150 clients and offers ongoing advisory services including investment oversight and planning. The firm typically manages accounts on a discretionary basis using model portfolios, third‑party money managers, and a mix of equities, mutual funds, and ETFs guided by fundamental analysis and modern portfolio theory; cash is managed through the custodian’s designated money‑market sweep. It participates in Raymond James–administered wrap and managed programs (including the Ambassador wrap program) and has added financial planning services into that wrap offering. Noteworthy features include active participation in wrap‑fee programs administered by Raymond James—where M.K. Brown acts as portfolio manager while Raymond James is the program sponsor—and a routine requirement that client accounts be maintained and traded through Raymond James, concentrating custody and execution with the sponsor/custodian. The firm’s advisors are also registered representatives and licensed insurance agents, a dual registration structure that the brochure discloses can create additional compensation‑related conflicts alongside advisory fees.

To learn more about the advisors currently working at M.K. Brown Wealth Advisory, 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.