Derek Kirk Brown, CFP®, RICP®, ChFC®, AEP®
Wealth Management Advisor


Brown & Associates Wealth Management

Our Mission

The ambition of our firm is to help business owners, retirees, and individuals understand what's possible. We take a consultative approach to financial planning to understand what is important to our clients deep in their hearts. We then link their heart to their business planning, retirement planning, tax efficiency planning, estate planning, investment planning, and insurance planning; on a comprehensive basis to assure all areas of their plan have a cause-effect relationship. We are equipped with the experience, credentials, and team horsepower to provide extraordinary value to business owners, retirees, and individuals who are already financially independent or within 10 years of financial independence.

 

Value Statement

To actively support our clients’ values and dreams, our firm is driven by 5 core values:

  • We are forthright
  • We are deep listeners
  • We are attentive to details and prioritize quality
  • We fight for our clients
  • We have fun

 

Brown Team

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.