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.

Jeffrey 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

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

  • National Association of Personal Financial Advisors (NAPFA)
    Jeffrey 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.

  • CFA - Chartered Financial Analyst
    Jeffrey Brown is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • Certified Financial Planner (CFP)
    Jeffrey 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.

  • Dimensional Funds
    Shearwater Capital, LLC is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Jeffrey Brown

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Office Locations:

  • 7750 Maryland Ave.
    #11517
    Saint Louis, MO 63105

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