Brown Harris Wealth Management
Categories
Financial Planning & Investment ServicesDementia Friendly BusinessesFinancial InstitutionsInsurance
- 309 North Main Street Culpeper VA 22701
- (540) 825-1588
- 877-825-1588
- (540) 727-8701
- Send Email
- Visit our website
Hours:
Monday through Friday, 9:00AM to 5:00PM
Call anytime for an appointment, evening/weekend appt. avai
Driving Directions:
Brown Harris is located in historic, downtown Culpeper. 309 N. Main Street is located between Davis St. And Rt. 522, on the corner of Main and E. Edmondson Street. Plenty of parking is available.
About Us
Brown Harris Wealth Management grew from a desire to provide personalized, holistic wealth management. We help our clients achieve their financial dreams through effective wealth management and provide exceptional service. Brown Harris Wealth Management takes a personal approach to wealth management. Not simply an investment firm, Brown Harris works to help build and protect one's wealth through a variety of proven investment methods. Brown Harris clients may be saving for retirement, receiving retirement income, protecting an estate from taxes or perhaps providing for a grandchild's college education. We specialize in the following: IRA & 401(k) Rollover Services - Retirement Income Strategies - Early Retirement Structuring - Mutual Funds - Annuities - Tax Advantaged Bonds - Long Term Care Insurance.
Brown Harris Wealth Management has built a reputation as a company successfully managing their client's serious savings money.
Our staff strives to provide the best service and financial management in the investment industry.
Securities offered through LPL Financial, Member FINRA/SIPC
Images
.jpg "Welcome!")
.jpg "Todd D. Brown, President, Financial Advisor")
.jpg "Gillette K. Harris, Vice President, Financial Advisor")
.jpg "Karen Panebaker, Office Manager, Estates, Cost Basis")
.jpg "Joanie Jones, Executive Assistant, Insurance Specialist")
.jpg "Maureen McNemar, Executive Assistant")
.jpg "Karen C. \"Dee-Dee\" Ingram, Director of First Impressions")
.JPG "Todd Brown speaking to the crowd at our successful Brown Harris Wealth Management Open House")
.JPG "Brown Harris Wealth Management Open House, October 2015")
Rep/Contact Info
Joanie Jones
Executive Assistant/Insurance Specialist
- Phone: (540) 825-1588
- Fax: (540) 727-8701
- Send an Email
Culpeper Chamber of Commerce
629 Sperryville Pike
Suite 100
Culpeper, VA 22701
Phone: 540.825.8628
Proud to Partner with:
Partnerships
The Chamber offers yearly Chamber Partnership’s Platinum, Gold, Silver, Bronze and Business Partners. Our Partnership Programs include exclusive advertising, event, and networking opportunities. Chamber partners can position their business to become better integrated in the business community enhancing opportunities to drive market awareness of their products and services.
These partnerships come with year round recognition in a variety of mediums driving your business’s branding and marketing efforts.
Our success is predicated on yours, therefore we are always looking for new ways and ideas that provide the support our members and their businesses need to grow and prosper, so each partnership can be customized to align with the needs of the business, it’s goals, objectives and budget.
