Investor Access   Map & Directions

Financial and Life Planning

Comprehensive Wealth Management
Financial and Life Planning
Privacy Policy

While building and monitoring your investment portfolio is important, that's not all we can do for you. Wherever you are in life, our goal is to help you get to where you want to go.

Working with other financial professionals as appropriate, we assist:

Business owners and stakeholders:

  • If you are considering selling all or part of your business or perhaps transferring control to an employee or a family member, we can help you devise and implement the most advantageous strategy.
  • If your company is still growing, we can help with 401(k), ERISA pension and profit sharing programs.

Established career professionals:

  • Whether you're running a company or developing your own career, we can help you define where you are and determine where you want to go.
  • We do this by assessing your financial status, from making the most of employee benefits, including deferred compensation and pension plans, to developing and implementing a comprehensive, up-to-date financial plan for you and your family.

Retired individuals or individuals contemplating retirement:

  • We will work with you and, as needed, other key professionals to help ensure your retirement plan is up to date and covers contingencies that you may not have even considered.

Individuals seeking help with legacy and estate planning:

  • We can help you inventory and assess your estate.
  • Together; we can help identify and establish appropriate trust structures.
  • Working with the appropriate professionals, we can help ensure that your wishes are carried out in case of death or disability.

Investors with specialized financial and planning needs:

  • We can provide effective strategies for selling or hedging concentrated equity or restricted stock positions.
  • We can work to help minimize adverse tax implications.
  • Should you want to provide for the education or care of a child, grandchild or other family member, we can help.
  • If you are interested in developing a charitable-giving program now or in the future, we can assist in establishing and financing the most appropriate structure.

For more information on products and services, or to schedule an appointment, please contact us.

Helping you meet your financial goals now and in the future.

M.K. Brown Wealth Advisory | 580 Lincoln Park Boulevard | Suite 333 | Dayton, OH 45429
Phone: 937-298-8904 | Toll-Free: 800-755-1617 | Fax: 937-298-8950 | E-mail: bo.brown@raymondjames.com
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC.

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.