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 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
AI, Software Volatility, and the Case for Staying Diversified
If you’ve been watching the software space lately, you’ve probably noticed it’s been choppier than usual. Notably, the volatility isn’t coming from collapsing fundamentals. Many companies are still beating earnings, revenue growth is holding up, and margins are fantastic. Indeed, the S&P 500 is on track for a 13.2% margin for the fourth quarter of 2025. The highest since FactSet
7 Things to Do After Your Divorce: A Post-Divorce Checklist
Key Points After a divorce, it is recommended that you immediately update financial accounts, legal documents, insurance policies, and tax status to protect your assets and avoid future complications. A structured post-divorce checklist helps organize important documents, including deeds, beneficiaries, liabilities, and estate planning documents. Post-divorce financial planning requires proactive steps such as auditing and dividing assets and debts, revising budgets, and rebuilding emergency savings. Working with