Brown Advisory Group, LLC, founded nearly 20 years ago by Jeffrey J. Brown, CFP®, is a local Rhode Island firm dedicated to providing comprehensive financial advisory services.
Specializing in retirement preparedness, wealth management, and personalized financial planning, the firm offers a holistic approach that integrates behavioral finance, blockchain, and digital assets expertise. With a focus on client well-being and financial security, Brown Advisory Group provides one-time consultations, retainer-based engagements, and ongoing wealth management tailored to individual needs. The firm emphasizes a fiduciary duty, offering free initial consultations and a three-step process—Engage, Identify, Implement—to ensure clients achieve their financial goals.
Behavioral finance integration
Blockchain & digital assets expertise
Retainer-based and one-time consultation options
Community wellness initiatives
Services
Retirement Preparedness
Comprehensive planning for retirement, including Social Security timing, longevity risk, and investment strategies.
Free initial consultationBehavioral finance insightsBlockchain & digital asset knowledge
Wealth Management
Portfolio construction, risk management, and investment strategy tailored to individual client goals.
The optimal time to apply for Social Security depends on your personal financial situation, retirement goals, and life expectancy. Consulting with a financial advisor can help you determine the best timing.
How can behavioral finance improve my investment decisions? +
Behavioral finance integrates insights from psychology to understand how investors' emotions and biases affect decision-making, helping you make more rational and informed investment choices.
What are 1031 property swaps and how can they reduce taxes? +
A 1031 exchange allows investors to defer capital gains taxes on the sale of investment property by reinvesting the proceeds in a like-kind property, facilitating tax-efficient real estate investments.
