Advice driven by advocacy.

We’re not just financial advisors.
We’re your financial advocates.

• That’s why we say we “Make more better.” A true advocate is devoted to delivering a greater level of care for your financial well-being, a higher standard of personal service, and an unwavering commitment to look out for your interests – and your interests alone.
• This also reinforces our ground-breaking advocacy-first philosophy started by CEO and Chairman Richard Brown’s mother, Judi, when she founded the firm nearly 40 years ago.
• We take a continuous, comprehensive, and coordinated approach to wealth management. Within a pioneering, no-conflict-of-interest fiduciary model.
• The results? A better understanding of your pain points, passions, principles and pursuits. A better alignment of the right team for you and your life goals. Better ongoing communication and collaboration with your other most trusted advisors. And a better feeling deep down inside.

See how we can make more better for you.