Katherine Brown

CFP®, CSA®, NAPFA Registered Advisor

Joss Brown Wealth Advisors

Senior Wealth Advisor

Contact Me

Katherine Brown

CFP®, CSA®, NAPFA Registered Advisor

Joss Brown Wealth Advisors

Senior Wealth Advisor

Listening to people takes an investment in time with clients to truly see where they are coming from and to uncover the strengths that will help them accomplish their goals. - Katherine Brown, CFP®, CSA®, NAPFA Registered Advisor

Contact Me

757-903-2127

Website

With over 20 years of experience, Katherine provides Fee Only Financial Planning and Investment Management in Hampton Roads, VA. Our office is conveniently located in Oyster Point of Newport News.

Katherine Brown is a Newport News, VA fee-only financial planner. Joss Brown Wealth Advisors provide comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Katherine Brown is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Katherine Brown is a CERTIFIED FINANCIAL PLANNER™ professional and partner at Joss Brown Wealth Advisors, which is a Fee-Only Registered Investment Advisor in the state of Virginia.

Katherine’s past experiences bring a wealth of financial expertise to the table.  She has worked in finance for over twenty years.  In the past she managed the investor relations department for a real estate company and mortgage lender.  Before becoming a fee only advisor in 2005, she worked with two life insurance companies, a broker dealer, and a financial planning firm.

Katherine graduated from Stanford University in Palo Alto, California with a Bachelors degree, and then continued her studies at the University of California in Los Angeles (UCLA), where she graduated with distinction from their Financial Planning program. She was admitted to the National Association of Personal Financial Advisors based on her education, experience, and financial planning methods and is honored to be a NAPFA Registered Financial Advisor.

Katherine 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.

Joss Brown Wealth Advisors is an independent registered investment advisor offering holistic wealth management and financial life planning services to clients in Hampton Roads, Virginia and the Metro DC area. Our services include fee only objective financial advice, continuous fiduciary oversight, and financial life planning. We bring financial confidence to our clients so they can live what matters to them with more freedom. 

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

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

  • Certified Senior Advisor
    Katherine Brown is a Certified Senior Advisor (CSA®)

    The Society of Certified Senior Advisors (SCSA) educates and certifies professionals who work with seniors. The Certified Senior Advisor (CSA)® credential applies to professionals who are able to demonstrate their competence and knowledge of working with older adults into their professional practices. By creating a network of qualified professionals, SCSA strives to create a strong and safe environment for seniors and those working with them.

  • Dimensional Funds
    Joss Brown Wealth Advisors is an Approved Dimensional Funds Advisor

    Dimensional 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.

Contact Katherine Brown

757-903-2127

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Office Locations:

  • 751 Thimble Shoals Blvd
    Suite C
    Newport News, VA 23606
  • 1321 Jamestown Road
    Suite 201
    Williamsburg, VA 23185

Joss Brown Wealth Advisors, LLC  (JBWA) is a Virginia registered investment adviser. It and its representatives are in current compliance with the requirements for registration set by the states for the investment advisors required by the states that its clients reside. JBWA is only allowed to do business in the states it is registered in or qualifies by exemption or exclusion from the registration requirements. Compliance with the requirements for registration set by the states for the investment advisors required by the states that its clients reside. JBWA only is allowed to do business in the states it is registered in or qualifies by exemption or exclusion from the registration requirements.

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