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
IPOs Are Back—But Should You Buy In?
The initial public offering (IPO) is back. After several quiet years, 2026 has turned into one of the busiest IPO markets we’ve seen in a long time. Companies like SpaceX have gone public at valuations we’ve never seen before. The headlines have been hard to miss. The natural question we’ve been hearing from clients is a simple one: Should I
Education Planning for High-Net-Worth Families in a Changing Student Loan Landscape
Whether it is a student heading off to college for the first time, a parent or grandparent wanting to create opportunity for the next generation, or an individual returning to school to build a better future, education has long been viewed as an investment worth making. Higher education is meant to open doors without closing off the possibility of future financial
What a Kevin Warsh Fed Chairmanship Could Mean for the Markets
Blerina Hysi breaks down how a Warsh-led Fed could impact markets. What Could the Appointment of the New Fed Chair Kevin Warsh Mean for Markets? Some people hear “Warsh” and immediately think: lower rates, easy money, problem solved. And it’s easy to understand why. He’s often talked about the economic benefits of productivity growth and deregulation. But if you look