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
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
What the Return of the IPO Means for Investors
Initial public offerings are gaining momentum in 2026 with several high-profile companies preparing to go public. We take a deeper look at what this could mean for you. After several lean years, 2026 is shaping up to be one of the most active markets for initial public offerings in recent memory. The excitement is understandable, but the evidence on IPO
How You May Benefit from Integrated Wealth-Management and Tax-Return Preparation Services
Tax-return preparation is becoming a core component of modern wealth management. In recent years, clients have benefited dramatically as their financial advisors have adopted increasingly “holistic” approaches to wealth management. In addition to foundational portfolio-management services, many of the industry’s most capable firms now offer tax planning, estate planning, risk management, and other services such as retirement, education, philanthropic, and