Glenn Brown

CFP®, CRPC®, MBA

PlanDynamic

Founder & Principal

I can work with clients anywhere!

Glenn Brown

CFP®, CRPC®, MBA

PlanDynamic

Founder & Principal

At PlanDynamic, we believe financial independence should be our client’s focus. It is built in stages, tailored to personal values and provides new choices along the journey. It is core to our wealth management philosophy and believe should continuously evolve. - Glenn Brown, CFP®, CRPC®, MBA

Fee-Only Certified Financial Planner™, Chartered Retirement Planning Counselor and Investment Manager located in Framingham, MA, serving clients locally and across the country.

PlanDynamic, LLC is a Registered Investment Advisor and fee-only fiduciary.

We seek to blend personal Certified Financial Planner™ relationships, interactive technology and dynamically managed portfolios to build and sustain financial independence.

We serve investors, owners and 'Sandwichers' (raising kids & caring for parents) with financial planning and investment management.

Evolve your financial independence.

I help parents take control of planning and investing, so they can balance raising kids, caring for aging parents and building financial independence.

My name is Glenn Brown. I’m a Certified Financial Planner™, Chartered Retirement Planning Counselor, portfolio manager and founder of PlanDynamic, LLC. I provide fee-only fiduciary advice, investment management and financial planning to help my clients gain clarity, make timely decisions and be confident in executing their vision of independence.

I’ve worked in wealth management for 25 years, my previous role was Managing Director, Portfolio Strategist for a multi-billion dollar ETF investment manager. In 2017, I founded PlanDynamic to return working directly with motivated people on all aspects of their financial lives. Rather than help people retire at 65, I believe financial independence should be my client’s focus. It is built in stages, tailored to personal values and provides new choices along the journey.

When we work together, we leverage adaptable technology to make your plan dynamic. You save time by collaborating online, letting me lead scenarios and educating you on impact. Each of us can update actions taken, plus you see your goals, financials and investments evolve as one in real-time.

Beyond experience and education, how I run PlanDynamnic is greatly influenced by my family. As a ‘Sandwicher’ raising two young daughters and caring for aging parents with my wife Karina, I understand the challenges of finding time, balance and making smart decisions to benefit all — now and in the future.

At PlanDynamic, I will help you think different, focus on your “why” and enjoy the journey.

Glenn Brown is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Hi, I’m Glenn Brown, founder of PlanDynamic. I help motivated people take control of their planning and investing to build, then sustain financial independence. As a Certified Financial Planner™ (CFP®), I am your guide to align personal values to goals and together we create actionable steps to live the life you want. By being your accountability partner, I help you organize your finances, save and grow investments, maximize benefits, reduce taxes and be proactive to opportunities.

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Independence
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement & Income Planning
  • Tax Planning
  • Multi-Generational Planning
  • Elder Care Planning
  • College Education Planning
  • Growing Passive Income
  • Insurance & Risk Management
  • Cash Flows & Budgeting
  • Debt Management

Ideal Clients

  • Sandwich Generation aka 'Sandwichers' - raising kids & caring for aging parents.
  • Pursuers of Financial Independence
  • Business Owners
  • Investors
  • Embrace Technology
  • Value Time Management
  • Desire Accountability

Working Together

  • Choice - 4 Ways To Work Together
  • Our M.O. - Access, Education & Clarity
  • Ongoing, Personal CFP® Relationship
  • An Accountability Partner
  • Interactive, Real-Time Planning Tools
  • Design Tasks & Timelines For Goals
  • Meetings - In-Person or Virtually
  • Active Model Portfolios - ETFs & Stocks
  • Low Operating Expenses & Costs
  • Transparent Pricing
  • Complimentary Initial Consultation
  • Fee-Only Fiduciary

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Glenn Brown is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Glenn Brown is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Glenn Brown is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • CRPC - Chartered Retirement Planning Counselor
    Glenn Brown is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

Contact Glenn Brown

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Office Locations:

  • 945 Concord Street
    Framingham, MA 01701

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