7025 North Scottsdale Road
Established in 2017, DM Brown Financial Services is an affiliate of Wilde Wealth Management Group.
CLIENT CARE PHILOSOPHY
At DM Brown Financial Services, their first priority is your overall financial success. They believe it is important to invest their time to understand your wishes, wants and needs before you invest your money. They want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Working closely with you and your CPA, attorney and other professionals, DM Brown Financial Services can help determine the most appropriate financial strategy for you and your family’s financial future. They can also help with your retirement savings so you have more options when you retire, because living well tomorrow starts today.
DM Brown Financial Services hands-on approach offers personalized tools, services and solutions, helping individuals develop sound retirement strategies. They educate their clients on financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Retirement: DM Brown Financial Services understands the many challenges of retirement today. They know the biggest concern for many is outliving their money. They focus on money management, as well as other issues that are critical to your financial well-being.
Insurance: A cornerstone of any good financial plan is planning for the unknown. Life insurance enables families to provide financial security to loves ones. We can help you understand what insurance options are available and assist you in securing the right policies.
Life transitions: The only constant is change and transitions can leave a lot of question marks. We provide guidance to military members transitioning to civilian life, pro athletes’ getting out of the game, professionals leaving the workforce and entering retirement, as well as family changes such as marriage, divorce, having children and estate planning.
One of their primary goals is to develop a long-term, trusting relationship with you. They look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is their agenda.
They have a passion for excellence, offer uncommon service, and place great emphasis on accountability. If you are retired, approaching retirement, or are looking to protect your wealth, please take the time to explore their website and the wealth of information they offer.
At DM Brown Financial Services, they use Fundamental Analysis to identify investment vehicles (stocks, bonds, etfs, and open end mutual funds) that may allow their clients to pursue their financial obligations and goals. There is a wealth of information and research from: Standard and Poors, Morningstar, Strategic Partner's materials, and the world wide web that they use to identify and vet their investments. Utilizing their CFP® and AAMS™ education/training and over 16 years of experience, they create portfolios and models that place their client’s assets on the appropriate area of the efficient frontier in relation to their risk tolerance and risk capacity. DM Brown Financial Services greatest area of strength is value investing. They believe that even though the world of finance has changed, Benjamin Graham's teaching are still alive and hold great use for the modern investor.
ABOUT DUSTIN BROWN
Dustin has enjoyed a successful career spanning over 12 years. Within those 12 years, Dustin has held numerous leadership positions and has earned many commendations. Nicknamed "The Professor," he has been a trainer, mentor, teacher, advisor, and most importantly a trusted friend to both his coworkers and clients. Dustin holds his Series 7 & 63 as well as the professional designations: Certified Financial Planner™ and Accredited asset management specialist™.
Dustin has a reputation for truly caring about his clients. He is known for developing long-term relationships and going the extra mile to provide comprehensive financial plans. Dustin does not follow a cookie-cutter approach, but believes in tailoring advice and portfolios to suit the needs and goals of each individual client and their family.
Learn more at: http://www.dmbrownfs.com/
Dustin Brown, CFP®, AAMS®
9170 East Bahia Drive Suite 102
Scottsdale, AZ 85260
Phone: (480) 292-8402
Fax: (480) 657-0404