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
Geopolitical Conflict and Markets | A Brief History Lesson
Over the weekend, the United States and allied forces attacked Iran. Conflict in the Middle East continues. Lately (and sadly), this has become the norm of unsettling headlines. Consider recent examples: Russia invaded Ukraine, terrorist attacks, missile strikes, civil wars, and even regional conflicts, such as with ICE. If you watch the news, it’s likely you won’t miss these events. Depending on your source, there may be various views on each of these, but this is not the forum to express political or social views.
How To Maximize the Benefits of Your Health Savings Account (HSA)
Key Points HSAs offer a rare triple tax advantage when contributions, growth, and withdrawals are managed strategically. Maximizing contributions and investing funds transforms an HSA into a long-term wealth tool, not just a medical spending account. Delaying reimbursements and keeping records allows HSAs to function as a tax-free retirement resource. When integrated into broader financial planning, HSAs can materially reduce
What New RIA Founders Need to Get Right: Scaling Your Firm While Staying Focused on Clients
Launching an RIA firm is exciting, but many founders quickly discover that growth ambitions can be overshadowed by operational demands. This session offers practical strategies to help startups build a scalable business by outsourcing the right functions without losing sight of client relationships. You will gain insights into creating strong service teams, evolving practice management as the firm grows, and the