CFP®, CFA®, AIF®, RICP®, MBA
Brown Wealth Management, LLC
CFP®, CFA®, AIF®, RICP®, MBA. Fee-Only Financial Planner Located in Eden Prairie, MN and Serving Clients Nationwide
Timothy Brown is an Eden Prairie, MN fee-only financial planner. Brown Wealth Management, LLC provides comprehensive and objective financial planning to help family businesses, retirees and pre-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Timothy Brown is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tim Brown has more than 20 years of experience in the financial services industry. He started Brown Wealth Management, an independent, fee-only, Registered Investment Advisory firm, in 2002. Prior to forming Brown Wealth Management in 2002, Tim worked as an investment analyst, corporate banker, and consultant to the financial services industry with firms including US Bank, Fleet Bank, and Deloitte Consulting.
Tim received his bachelor's degree in finance and accounting from the University of Colorado and an MBA from the University of Minnesota's Carlson School of Management. Tim holds professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Chartered Financial Analyst designations.
Tim is a member of the CFA Institute, the National Association of Personal Financial Advisors, and the Association of Preferred Financial Advisors. His opinions have been sought and frequently published in publications such as The Pioneer Press, StarTribune, Money, Smart Money, Newsweek, Kiplinger's and Investment Advisor. He has also been named 2013, 2014, 2015, 2016, 2017, and 2018 Five Star Wealth Manager by Five Star Professional in partnership with Mpls. St.Paul Magazine and Twin Cities Business magazine.
Tim has lectured at the University of Minnesota’s Carlson School of Management on the topics of investment management and retirement planning.
Tim resides in Eden Prairie, is a member of Grace Church, and enjoys spending time with his wife and four children. In his spare time, Tim keeps busy staying fit, chasing after his kids in their various activities, and reading a good book.
Timothy 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.
Brown Wealth Management is a fee-only financial planning and investment management firm based in Eden Prairie, Minnesota. As comprehensive wealth managers, we help our clients create financial plans that are aligned with their purpose and values.
Our strong values are the rock that supports us both personally and professionally, and we run our business in a way that fits seamlessly with our core principles. We understand that our clients are looking for an advisor who understands their unique wealth management needs, including receiving comprehensive, objective guidance that helps them create peace of mind and live a life in accordance with those beliefs that are most important to them.
We are dedicated to creating wealth and peace of mind by:
- Helping you create a solid plan for retirement
- Ensuring your loved ones are taken care of if you are not around
- Providing objective, independent, and fee-only advice from a professional, experienced financial planner
- Giving you choices so you can make informed decisions with your money
- Being available to listen to you and meet with you regularly
As a fee-only advisor, we do not earn commissions. Instead, you pay us for the advice you receive. That means that we are first and foremost your advocate. Most important, we are an honest partner and are dedicated to doing what’s right for the client.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- Tax Planning
- Estate and Legacy Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Timothy 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.
Timothy 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.
Timothy 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.
Timothy Brown is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Timothy Brown is a Member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Timothy Brown
12100 Singletree Lane
Eden Prairie, MN 55344