Brown Miller Wealth Management

Discover. Design. Deliver. - Holistic wealth management & financial planning services based in the Washington, DC area

General Information
Company Name
Brown Miller Wealth Management
Founded Year
2020
Location (Offices)
Mclean, United States +1
Founders / Decision Makers
Number of Employees
9
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Brown Miller Wealth Management - Company Profile

Brown Miller Wealth Management is a financial services startup founded in 2020 with a focus on wealth management. Based in the Washington, DC area, the company emphasizes its "Discover. Design. Deliver." approach, aiming to provide holistic wealth management and financial planning services to professionals, business owners, high-net-worth families, as well as endowments and foundations across the country. The company's description highlights the challenges individuals face in managing their financial lives amidst busy professional and personal commitments. Brown Miller Wealth Management positions itself as a reliable team of professionals dedicated to simplifying clients' lives, advocating for their interests, and delivering a personalized experience. Their emphasis on being attentive, personable, and process-oriented reflects their commitment to building long-term relationships with clients. While the headquarters location is not specified, the firm has a slogan that encapsulates its approach to client relationships and service offerings. As of now, there is no publicly available information regarding the company's last investment or investors. Overall, Brown Miller Wealth Management's focus on providing tailored financial solutions and aligning its interests with those of its clients positions it as a potential player in the wealth management industry, catering to a diverse client base seeking personalized financial planning services.

Taxonomy: Wealth Management, Financial Planning, Investment Management, Retirement Planning, Estate Planning, Portfolio Management, Asset Allocation, Wealth Advisory, Investment Advisory, Insurance Planning, Financial Goals, Tax Planning, Holistic Financial Planning

Funding Rounds & Investors of Brown Miller Wealth Management (0)

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There is no investment information

Latest News of Brown Miller Wealth Management

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No recent news or press coverage available for Brown Miller Wealth Management.

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