DM Brown Financial Services

We believe it is important to invest our time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings so you have more options when you retire, regardless of what you want to do and value.

At DM Brown Financial, we use Fundamental Analysis to identify investment vehicles(stocks, bonds, etfs, and open end mutual funds) that allow our clients to meet their financial obligations and goals. There is a wealth of information and research from: Standard and Poors, Morningstar, Strategic Partner's materials, and the world wide web that we use to identify and vet our investments. Utilizing our CFP™ and AAMS™ education/training and over 12 years of experience, we create portfolios and models that place our clients assets on the appropriate area of the efficient frontier in relation to their risk tolerance and risk capacity. Our greatest area of strength is value investing. We believe that even though the world of finance has changed, Benjamin Graham's teaching are still alive and hold great use for the modern investor.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.

Please be advised that we cannot accept trade requests via Facebook or email, please contact our office directly with your instructions.