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

Forward Planning
Tax-Deferred vs. Tax-Free
Minimizing Income & Estate Tax

Desired Lifestyle
Wealth Transfer Intentions
Charitable Interests
Estate Planning

Bond Ladders
Tax Efficiency
Pensions & Annuities
Spend-Down Strategies

Diversification
Risk-Based
Goal-Oriented Returns

Social Security Strategies
Medicare Choices
Medicare Supplements

Personal Insurance
Professional Insurance

From the Blog

Quarterly Outlook: Inflation Eases, Recession Risk Falls

Main Takeaway Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Fiscal spending and the expectation that the Federal Reserve will cut interest rates have buoyed the American economy. Rates will likely stay higher for longer than anticipated at the start of the year, which continues to squeeze certain sectors. Inflation continues

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What Do Inverted Yield Curves Mean for Your Portfolio?

Chief Investment Officer Kevin Grogan shares our perspective on what this means for stock and bond investing strategies. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets. Considered by some as a leading indicator of a recession, the yield curve has been

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How Advisors Can Be the Calm in the Storm

Imagine facing a financial hurricane with your clients. The market is spiraling in the wrong direction, sending chills down their spine. To your clients, fear whispers “sell everything,” but you stay grounded, a steady hand on the tiller. Why? Because you are driven by evidence, and you’ve been here before. The secret weapon you possess isn’t some fancy algorithm or

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Discover the Freedom that True Wealth Management Brings