Jeffrey Brown
MD, MBA, CFA®, CFP®
Shearwater Capital, LLC
Chief Investment Officer
Jeffrey Brown
MD, MBA, CFA®, CFP®
Shearwater Capital, LLC
Chief Investment Officer
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Brown, MD, MBA, CFA®, CFP®
Financial Planning and Investment Management For Physicians, By Physicians.
Shearwater Capital is a fee-only financial planning firm based in St. Louis with clients from across the country. We serve physicians and their families through comprehensive financial planning, investment management, and retirement planning. We use an evidence-based approach, grounded in academic finance, to help our clients grow and protect their financial assets. As a fiduciary, Shearwater Capital places our clients’ interests first in everything we do.
Shearwater Capital was founded in 1999 by two physicians, who continue to lead the firm today, providing extensive experience and representation from both the academic and private practice spheres of medicine. We are intimately familiar with the unique set of financial circumstances, challenges, and opportunities faced by physicians. Our firm provides a personalized roadmap for your successful retirement planning and an integrated solution for taxable, tax-deferred and Roth investment accounts within and outside your medical practice.
Jeffrey Brown, MD, MBA, CFA®, CFP® serves as principal and chief investment officer at Shearwater Capital in 1999, where he oversees portfolio management and client support. In addition to his duties at Shearwater Capital, Jeff serves as Professor and Chair of the Department of Radiology at Saint Louis University School of Medicine. He earned his undergraduate degree at the University of California, Irvine and his medical degree from the University of California, San Diego. Jeff has been named one of St. Louis' Top Doctors every year since 2011 in St. Louis Magazine. Jeff saw a need for physician-tailored financial services and earned an MBA from Washington University in St. Louis, going on to co-found Shearwater Capital in 1999. Jeff is a Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner.
Shearwater Capital is a fee-only registered investment advisory firm based in St. Louis with clients from across the country. We offer comprehensive financial planning, retirement planning, and investment management services to physicians and their families. We use an evidence-based approach, grounded in academic finance, to help our clients grow and protect their financial assets. As a fiduciary, Shearwater Capital places our clients’ interests first in everything we do.
Shearwater Capital was founded in 1999 by two physicians, who continue to lead the firm today, providing extensive experience and representation from both the academic and private practice spheres of medicine. We are intimately familiar with the unique set of financial circumstances, challenges, and opportunities faced by physicians. Our firm provides a personalized roadmap for your successful retirement planning and an integrated solution for taxable, tax-deferred and Roth investment accounts within and outside your medical practice.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Comprehensive Financial Planning
- Retirement Income Planning
- College Education Planning
- Tax Planning
Ideal Clients
- Physicians
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Complimentary Initial Consultation
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- In-Office Meetings
Professional Designations & Affiliations
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Jeffrey Brown is a NAPFA-Registered Financial AdvisorThe 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.
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Jeffrey Brown is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Jeffrey Brown is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Shearwater Capital, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Jeffrey Brown is Quoted on Diagnotic Imaging: "Retirement Advice for Radiologists"
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Jeffrey Brown Co-Authored: "Costs of a Medical Education: Comparison With Graduate Education in Law and Business" for the Journal of the American College of Radiology
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Jeffrey Brown Co-Authored "Retirement savings plans for radiologists: part 1—the options" for the Journal of the American College of Radiology
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Jeffrey Brown Co-Authored "Retirement savings plans for radiologists, part 2: a comparison of academic and private practice retirement benefits" for the Journal of the American College of Radiology
Contact Jeffrey Brown
Office Locations:
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7750 Maryland Ave.
#11517
Saint Louis, MO 63105
