Joss Brown Wealth Advisors

At Joss Brown Wealth Advisors, we are a team of experienced and dedicated professionals committed to helping our clients achieve their financial goals and make a meaningful impact in their lives and the community. As fiduciaries, we take pride in providing unbiased and personalized advice that puts our clients' interests first. Our fee-only structure ensures that our clients are our only source of revenue, and we don't accept commissions or referral fees.

Our Vision and Mission

Our vision is to change our world by helping clients and the people in our community find the freedom to develop purpose, live generously, bless others, and make a difference in their lives and the causes they love. We strive to empower our clients to pursue their priorities, purpose, and dreams, and connect their money to their values. Our mission is to provide exceptional wealth management services that include financial planning and investment management, and to help our clients make better financial decisions that align with their goals and values.

Our Service Offering

We understand that managing wealth can be complex and overwhelming. That's why we offer a comprehensive range of services designed to help our clients achieve financial freedom and confidence. Our services include financial planning, investment management, and wealth management. We work closely with our clients to develop a personalized plan that addresses their unique needs and goals, and provide ongoing support and guidance to help them stay on track.

Our Team

Our team of experienced advisors is dedicated to providing exceptional service and expertise to our clients. With decades of combined experience, we possess a deep understanding of the financial industry and a passion for helping others achieve their goals. Our team includes certified financial planners, wealth advisors, and investment managers who are committed to staying up-to-date on the latest trends and strategies in the industry.

Our Philosophy

At Joss Brown Wealth Advisors, we believe that money is a tool that should be used to enhance our lives and the lives of those around us. We believe in living generously, blessing others, and making a positive impact in our community. We believe that financial freedom is not just about accumulating wealth, but about living a life that is true to who we are and what we value.

Our Library

We believe in empowering our clients with knowledge and education. That's why we offer a comprehensive library of resources, including articles, videos, and podcasts, that cover a range of topics related to wealth management, financial planning, and investment strategies. Our library is designed to provide our clients with the information they need to make informed decisions about their financial lives.