Joss Brown Wealth Advisors

Joss Brown Wealth Advisors offers customized financial planning, investment management, and consulting services to individuals, high-net-worth clients, and businesses. The firm operates on a fee-only model, meaning no commissions or referral fees are accepted. Joss Brown Wealth Advisors helps clients build and manage portfolios using platforms like Charles Schwab, Fidelity, and Betterment, while also accommodating separately managed bond accounts and alternative investments like real estate-focused private placements when appropriate. In addition to managing investments, Joss Brown Wealth Advisors provides comprehensive financial planning covering retirement, tax strategies, estate planning, insurance, cash management, and education funding. The team includes multiple Certified Financial Planners dedicated to acting in their clients' best interests.