For more than 30 years, clients have looked to Stephen Brown of The Brown Group for personalized guidance designed to help them preserve and grow their wealth, develop income strategies to support their evolving lifestyles while considering their tax situation, endow charitable interests, and leave behind a legacy for future generations.

Stephen’s depth of knowledge to institutions has shaped our approach. With reflection and insight, our team provides clients with guidance, strategic thinking, and the intimacy expected from a boutique-like financial services firm. In a world of around-the-clock financial information, and with new investment opportunities emerging daily, look to us to help you navigate the financial markets with a focus on today and an eye on the future.

With the investing insights of our 135-year-old firm, Stifel, our value to clients stretches well beyond wealth management, extending to guidance and strategies for every aspect of your financial life. We hold ourselves to high standards of service. At the outset of our relationship, we will formally define and document our consulting role, including the extent of our responsibility with respect to our contracted services. Our services are designed to provide you assistance with plan governance and design, while driving communication and education to both the investment committees and participants.