Working Together
At Brown Edwards Wealth Strategies, we build strong relationships with our clients to better understand their values and dreams for the future. Then we design holistic, evidence-based plans that put our clients on the right path to achieve their goals.
Our Clients Are at the Center of Everything We Do
Brown Edwards Wealth Strategies is part of an alliance of independent advisors, researchers and national thought leaders. BEWS is devoted to helping people just like you achieve their most important goals. Our organization was created with the idea of putting client’s interests first.
How We Serve Our Clients
True Wealth Management
Individuals and families connect their financial lives with their values and goals through tailored wealth solutions, investments and comprehensive financial planning.
Retirement Plans
401(k) plan sponsors benefit from investment management by a 3(38) fiduciary that’s committed to transparency, responsible investment options and participant education.
Institutional Services
Community foundations, continuing care facilities, private schools, cultural institutions and other nonprofits advance their mission and goals with prudent investment management and financial guidance.
Our Comprehensive Services
Desired Lifestyle
Wealth Transfer Intentions
Charitable Interests
Estate Planning
From the Blog
Should You Prioritize Charitable Giving in 2025 or Wait Until 2026?
Time is running out to make charitable contributions for 2025. With year-end approaching, now is the time to think about whether it makes sense to contribute in 2025 or wait until 2026. The new One Big Beautiful Bill Act (OBBA) passed in July 2025 introduces several important changes that will impact charitable deductions starting next year. These rules may influence
What Surprising Earnings Strength Could Signal for Markets
Earnings season delivered another steady reminder that fundamentals still matter. Coming into the quarter, consensus expected something in the high single digits, but once again, analysts have underestimated the pace of growth. Earnings season delivered another steady reminder that fundamentals still matter. Coming into the quarter, consensus expected something in the high single digits, but once again, analysts have underestimated
Monthly Investment Commentary: November 2025
Every market cycle eventually circles back to the same uncomfortable question: If valuations look stretched, how do they work their way down to more reasonable levels? There are only two paths. Either prices fall, or earnings rise faster than expected. Both get you there, but one feels much better than the other. Right now, the evidence points to the more