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
Bear Market vs. Bull Market: What Retirees Need to Know
“The investor’s chief problem and even his worst enemy is likely to be himself.” — Benjamin Graham Quite often, markets remind us that uncertainty is simply part of investing. Our behavior, emotions, and how we react to them matter far more than prediction. During market volatility, headlines tend to grow louder, and noise floods the news. It’s completely normal to feel uneasy. But, during this
Global Equities Take the Lead: A New Shift in Market Performance
International stocks have recently begun to outperform U.S. stocks. What is driving this shift? For much of the past 15 years, U.S. stocks have performed better relative to international stocks. Recently, though, we’ve seen a reversal. Developed international markets and emerging markets have outperformed the U.S., both year-to-date in 2026 as well as in 2025. This video discusses the recent
Monthly Investment Commentary: March 2026 – What the Iran Conflict Means for Investors
The U.S. strikes on Iranian targets mark a significant military escalation and raise the risk of a broader regional conflict, adding to an already strained geopolitical backdrop shaped by strategic competition, energy security concerns, and recurring instability. The seriousness of this development should not be understated. At the same time, it does not represent a fundamental shift in the investment