Our Philosophy and guiding principles

In a world of constant change, we believe some things should remain constant. Our clients want to understand the process we follow in managing their investments. They deserve to know the thinking behind the advice we give them. And they want to know that we will have the courage of our convictions beyond the next market cycle.

The following 10 principles describe how we think about investing and managing wealth. They guide us daily in the work we do for clients. They are what we believe.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.


We are guided each day by history, not by headlines.
Adam C. Brown, CRPC®, Vice President & COO, BFWA, Wealth Advisor, RJFS