Brown Financial Advisory proudly welcomes new clients and expands its geographic reach, continuing a tradition of trusted financial care.
FAIRHOPE, Ala. (June 19, 2025) — Brown Financial Advisory announced its merger with Personal Financial Planning, LLC, a firm based in Mobile, Alabama, reflecting a shared commitment to fiduciary responsibility, excellent care, and integrity. The milestone marks an exciting chapter as Brown Financial Advisory proudly welcomes a new group of clients to its growing community. The team is committed to delivering a seamless client experience and offering the same level of personal attention they’ve come to expect, now backed by broader resources.
“We’re grateful for the opportunity to serve these families and be entrusted with their financial futures,” said Scott McLeod, president of Brown Financial Advisory. “We’re excited to continue and build on the strong relationships we’ve cultivated over the years.”
As a result of the merger, Brown Financial Advisory will begin serving clients from an office in Mobile in addition to its Fairhope location, expanding its regional presence and ensuring continued convenience for local clients.
Brown Financial Advisory
Founded in Fairhope, Alabama, in 1986, Brown Financial Advisory provides a deep-rooted, common-sense, and consistent approach to wealth management. With an established legacy of fiduciary service, Brown Financial Advisory helps clients across the country align their resources with their values and objectives with ethical, affordable, and straightforward strategies. https://brownfinancialadvisory.com/.