Justin Brownlee
CFP®
Brownlee Wealth Management
Owner and Lead Advisor
Justin Brownlee
CFP®
Brownlee Wealth Management
Owner and Lead Advisor
Optimize your investments. Lower your taxes. Grow your family's wealth. - Justin Brownlee, CFP®
Fee-Only financial planning firm in Forth Worth and The Woodlands serving families with extensive tax, estate planning, and investment needs. Our job is to optimize your investments, lower your taxes, and grow your wealth.
Brownlee Wealth Management is a fee-only financial planning firm in Fort Worth and The Woodlands, TX. We do our best work for individuals and families looking for investment management with extensive tax planning needs. Most of our clients have one of the following traits:
-Income in the highest capital gains tax bracket
-Large pre-tax retirement assets with NUA & Roth conversion potential
-Large brokerage assets without a tax shelter
-Concentrated company stock positions through an employer plan
Our background and expertise is helping oil and gas professionals and soon-to-be retirees with their financial plan. Most of our clients have complex compensation structures, stock options, defined benefit (pension), and defined contribution (401k) employer-sponsored retirement plans.
We help these families navigate the tax code to dramatically lower taxes over the coming decades and organize their estate plan. We then plan for college funding and income in retirement. Finally, we establish an evidence-based portfolio tailored to the best interests of the client.
Brownlee Wealth Management serves clients as a fiduciary and never earns a commission of any kind.
You can schedule your intro call here. https://www.bwmplanning.com/schedule-appointment
Hi! I’m Justin Brownlee. I’m a fee-only financial planner who enjoys studying how life, investments, estate planning, and the tax code merge together.
When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly.
Justin Brownlee 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.
Brownlee Wealth Management is a fee-only financial planning firm in Bentonville, AR and The Woodlands, TX. Brownlee Wealth Management serves oil & gas professionals as a fiduciary and never earns a commission of any kind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Tax Planning
- Estate Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Exxon Employees
- Families with NUA inside their 401k
- Families with Questions around their energy company's benefits
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Justin Brownlee 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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Justin Brownlee 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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Justin Brownlee is a Member of the XY Planning NetworkThe 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.
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Justin Brownlee is Featured on the Woodlands Online: "Simplify Your Investments, Lower Your Taxes, and Grow Your Family’s Wealth with Brownlee Wealth Management"
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Justin Brownlee is a Featured Guest on XYPN Radio: "Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee"
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Justin Brownlee is Featured on CNN: "The best ways to invest an extra $100,000"
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Justin Brownlee is Quoted on Mindfree: "Advisors clash on fossil fuel strategies"
Contact Justin Brownlee
Office Locations:
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1725 Hughes Landing Blvd
The Woodlands, TX 77380 -
2700 Post Oak Blvd
Houston, TX 77056 -
5049 Edwards Ranch Rd
Fort Worth, TX 76109
