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J M Brown Financial Partners is a Registered Investment Adviser providing comprehensive financial planning services to the extent mutually agreed with the client through careful financial analysis, design, implementation and service.
We work as a facilitator by helping individuals identify their goals and objectives and then come up with the strategies, tools and techniques to help them obtain their Perfect Calendar---What They Always Wanted to do in Life.
- Financial Planning
- Investment Planning
- Asset Management
- Retirement Planning
- Income and Distribution Planning
- Education Funding
- Charitable Giving
- Elder and Long-Term Care Planning
- Solutions for Owners of Closely held Businesses
- Employee Benefits & Qualified Retirement Planning for Businesses
- Insurance Strategies
The following video gives you a better explanation of what we call price trend portfolio management. At J M Brown Financial Partners we are big believers in utilizing different investment strategies within a client's portfolio. We have teamed up with a research firm, Edgetech Analytics to develop an Algorithm process for managing assets. This is one of the many strategies used by our firm.
