Broker Check

What We Do

We help busy professionals and retirees across the US simplify, organize, and delegate their financial lives. In an age of conflicting information overload, we serve as a filter to help prevent confusion and decision fatigue. Our goal is to take the stress out of planning and save you time.

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Why Work With Us

As fiduciaries, we have a duty of care, loyalty, and the utmost good faith to act in the best interests of our clients throughout the relationship at all times. We may not always have the answers right away, but we’re always going to give you the truth.

We seek to empower you to make more informed, logical & confident decisions by meeting you at your current knowledge level and building a curriculum from there. The key to this empowerment is understanding the fundamentals behind the strategies you’re implementing.

Who We Serve

Our services are best geared toward those whose financial pictures have reached a level of complexity that requires more time for attention and research than is available before risking an imbalance with other life commitments and priorities.

We primarily serve physicians, corporate leaders, business owners, retirees, and semi-retirees who seek assistance in simplifying their financial landscape and developing integrated plans covering retirement, investments, wealth management, asset protection, risk management, college planning, estate planning, and more.

How We Are Different

  • Proactive: We only work with busy people faced with a lot of other priorities and distractions. If there’s a strategic planning or investment opportunity, or market event that’s relevant to you and your situation, we are the catalysts communicating about it proactively, and where applicable, making sure it gets considered and acted upon. We understand that this is one of the most important roles we play.
  • Prompt: We are committed to prompt response times and relentless follow-through on necessary action steps.
  • Supported Independence: As part of New Edge Advisors, an independent Registered Investment Advisor (RIA) with 300+ advisors and $40 Billion in client assets, we are subject to rigorous SEC & FINRA compliance oversight. Client assets are custodied with Fidelity Investments and protected by SIPC.

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A succinct monthly compilation of useful updates on the most relevant financial topics of the moment.

 

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes and fees.

 

Meet Our Team

What is most important to you?

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

Charlie Brown IV

Founder and Principal

Paul Yeager

Chief Operating Officer

Connor Gallivan

Financial Advisor

Indrani Namilikonda

Paraplanner/Client Services Coordinator

Brody Rosenfeld, CPA, CFP®

Third Party Financial Planning Consultant with Foundation Financial Planning

Ryan Geschke

Managing Director, Trading & Investments at NewEdge Advisors

Melissa Leonard, CFP®

Third Party Financial Planning Consultant with Foundation Financial Planning

Jason Floyd, CFP, MSFP, CFT-I™

Third Party Financial Planning Consultant with Foundation Financial Planning

Michael Neill, CFA®

Director of Investments and Trading

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