Our History
Brown Financial has served the community for over 35 years. Founded in 1986, the firm was built upon ethical, affordable, and straightforward strategies. Today, our team continues to uphold values of commitment to excellent service and impeccable integrity.
The Beginning
John A. Brown founded Brown Financial Advisory in 1986. After a successful career in the pharmaceuticals industry, John saw a need for objective, trusted financial guidance in the Baldwin County area, compelling him to build a firm that educated and provided the fundamentals using ethical, affordable, and straightforward strategies. Additionally, John’s discipline for achieving above-average expertise prompted him to pursue his CERTIFIED FINANCIAL PLANNER™ designation, which at the time was still unfamiliar to many clients and professionals in the field.
A Growing Business
What followed was a series of firsts for Brown Financial Advisory as one of the first fiduciary, fee-only firms with one of the first CFP® professionals and leaders in the area. John faced everyday challenges as a new business owner, especially since wealth management was not as prevalent as it is today. However, over the next several years, due to his unwavering dedication to his clients’ success, the firm continued to grow and build loyal client relationships, many of which still exist today.
Brown Financial Today
In January 2011, D. Scott McLeod, CFP®, ChFC® took the reins as president of Brown Financial Advisory with one goal at the forefront: to continue the legacy established by John Brown and his commitment to excellent service, impeccable integrity, and a consistent investment management discipline. Later, Scott called on an old friend and former colleague who had demonstrated his agility and leadership during the 2008 recession. In 2018, Josh Lancaster, CFA® joined the Brown leadership team as Vice President, Chief Investment Officer, and Chief Compliance Officer.
With a history many decades long, Brown has helped hundreds of families achieve financial peace of mind with a focus on ethics, trust, and diligence in Baldwin County and nationwide.
Maximize Your Financial Potential
TRUE PLANNING CYCLE
Get guidance in complete financial solutions through our continuous, repeatable, and predictable process that addresses critical questions in retirement, investments, insurance, taxes, estate planning, and more.
Wealth Management Services
Learn about our common sense approach to investment management that aims to reduce risk while maximizing the potential in every client’s investment portfolio.