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
The Top Investing Questions for 2025
As we turn the page on 2024, a new chapter begins filled with new opportunities as well as obstacles we must face in our lives and investment portfolios. With the backdrop of a new administration entering the White House and the Republican sweep of Congress, 2025 is shaping up to be a year of significant change. Let’s look at the
New Year, New Budget: Save Money While Living Your Best Life in 2025
As we enter into 2025, now is the perfect opportunity to set your financial intentions to pave the way for a prosperous year. Budgeting is a great way to do this. By creating actionable, practical strategies to help you take control of your finances and align your spending with your goals, you will be able to build habits that lead
The Outlook for Stock Returns
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses expectations for stock returns and the implications for your portfolio. Although stock market returns are difficult to predict in the short term, historically stocks have delivered positive returns approximately three out of every four years*. Current U.S. stock market valuations are relatively high, suggesting lower forward-looking returns. While