An elevated
advisory experience
The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.
Businesses & Institutions
Trusted and comprehensive guidance to support your needs and mission
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Individuals
A sophisticated approach to wealth management
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Leadership
Over Two Centuries
Established in 1800, Alex. Brown & Sons was the nation’s first investment banking firm and has served the needs of investors for more than 200 years.
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Resources
Vital to Success
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.
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Expertise
Knowledgeably Applied
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
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