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Wealth Management for All Seasons

M.K. Brown Wealth Advisory strives to deliver a full array of personalized wealth management services effectively and cost efficiently, while upholding the highest ethical and fiduciary standards.

Ranging from customized financial planning strategies to investment portfolios tailored to specific needs, our staff works hard to make the entire process as seamless as possible. We closely monitor all investments with regard to performance, management style and consistency while maintaining a forward-looking perspective focused on longer-term trends in the global financial markets.


A Letter from Bo Brown

Welcome to M.K. Brown Wealth Advisory, and thank you for visiting our website.

I encourage you to spend a few minutes browsing through our site. You will discover here what makes us different from many other financial advisors – as well as a sense of how we can help you attain the financial independence you deserve.

As an independent consulting firm, we offer objective advice and highly customized financial plans. This highly personal approach, when combined with our own expertise and the knowledge and resources of a large firm, enables M.K. Brown Wealth Advisory to address your needs efficiently and effectively.

To learn more, or for specific information with regard to how we may serve you, please feel free to contact us.
Warmest regards,

Martin K. "Bo" Brown, CFP®, CIMA®
Financial Consultant

 

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
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