Martin K. "Bo" Brown, CFP®, CIMA®
President, Founder, Registered Investment Advisor Representative
Martin "Bo" Brown brings confidence to clients by designing sound retirement and investment strategies tailored to clients' goals and dreams.
M.K. Brown Wealth Advisory is a fee based registered investment advisor with fiduciary responsibility. Since 1983, Bo has been creating customized comprehensive wealth planning strategies for his clients. He and his daughter, Elizabeth, specialize in retirement and investment planning for affluent women and families who are transitioning from a wealth accumulation stage to the distribution and preservation stage. Bo is a Certified Financial Planner™ professional and has earned the Certified Investment Management Analyst® designation which signifies a high level of consulting expertise with asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.
Bo believes strongly in the benefit of financial planning for his clients. He saw first-hand how financial planning can impact a person or family, as he witnessed the downfall of a great family business due to missteps that could have been avoided with proper guidance. This has motivated Bo to listen to clients to discern the most important goals and objectives in their lives. He truly understands that wealth management is more than just access to a wide range of financial services and solutions. Bo believes it is how those services and solutions are tailored to allow clients to realize their financial goals and dreams.
Education, Specialized Training and Registrations
- B.S., Finance, Rochester Institute of Technology
- Graduate level work at George Washington University
- Certified Financial Planner™ professional
- Certified Investment Management Analyst®
- "The 250 Best Financial Advisors" 1 - Worth Magazine 1999, 2001, 2002
- "Top Wealth Manager" 2 - Bloomberg.com 2005, 2006, 2007
- Chairman /or Leaders Council (Top Advisor) 3 - Raymond James, since 1997
Prior to founding M.K. Brown Wealth Advisory, Bo served as director and trustee of various public and private institutions.
A lifelong resident of Dayton, Bo and his wife Sukey have been married for more than 43 years and have four children and five grandchildren. With his free time, Bo enjoys traveling, golfing, and reading. He also appreciates art, wine, music and fast cars!
1 Worth Magazine – Based on Advisor's background, professional designation, client retention rates and average portfolio returns. Also must submit a sample financial plan and two letters of recommendation.
2 Bloomberg.com – Based on the asset value of the average client relationship.
3 Raymond James – Membership is based on prior fiscal year production. Re-qualification is required annually.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.