Ethan Brown

Background

About Ethan Brown

All of my life, I’ve always wanted to be a financial advisor. I just didn’t know it. As a young finance student in college, I was exposed to professors and speakers that I believed influenced me to want to pursue a career in helping others with their finances. Reflecting back after years of working in the field, I realized my desire for helping others with money started so much earlier. Growing up, my dad worked three jobs while my mom stayed at home with me and worked part-time. I overheard the stereotypical conversations that parents have regarding money during stressful periods. As this went on for years, I was slowly being conditioned for how I would later view how finances are handled. My parents, like too many other American families, were just trying to figure it out on their own. My goal is to save families from the overbearing stress that comes along with having unanswered financial questions and set them on track for a financially stress-free and peaceful retirement. My name is Ethan Brown and I’m a CERTIFIED FINANCIAL PLANNER™ with over five years of experience in wealth management. I specialize in helping small business owners, healthcare professionals, and families better their financial health and build a plan so that they are on track to meet their future goals. I’m a fiduciary, meaning I put my clients’ interests over my own and I do not receive any commissions. As a Financial Advisor, my goal is: • Educate – providing advice on complex topics so clients are utilizing every relevant strategy • Streamline – simplifying all financial processes, like transitioning into retirement • Serve – being available and reliable when clients need help most No matter your question, whether over investments, stock options, Social Security, insurance, tax planning, or estate planning, connect with me and reach out. Let’s work together to build a brighter financial future for you and your family.