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1930 Del Paso Road
Suite 122
Sacramento, CA 95834
(916) 928-2207

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Planning

We create strategies that are tailored to your needs and goals.

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Investing

Years of experience have prepared us to guide you through your life transitions.

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Caring

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Ron & Austin Brown

Our business is built on a foundation of thoughtful client relationships.

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WE UNDERSTAND INVESTING CAN FEEL OVERWHELMING

The professionals at Brown Financial Services Group are Dave Ramsey SmartVestor Pro investment professionals, which means they follow Dave Ramsey’s philosophies. Our team is committed to help you plan, invest, and care for your financial well-being.

Dave Ramsey

"What's in it for me when I hire Brown Financial Services Group?" 

It might surprise you to know that many financial consultants do not prepare true financial plans for their clients. They will offer an array of financial products that they hope will meet the growth goals of their clients. As your independent financial advisor and planning partner, Ron & Austin Brown and the team at Brown Financial Services Group will commit our comprehensive knowledge and planning tools to help you work toward reaching your financial goals now and into the future. Never any pressure, just solid, impartial advice.

We believe our clients will tell you the #1 reason they came to us and have stayed with us for over 24 years is trust. They rely on the knowledge and experience of the Brown Financial Services Group team to help minimize their fear of an uncertain financial future. We design individualized and sound financial plans they know they can rely on now and 20 years from now. These plans go well beyond a quick glance at the simple investment statements you may be used to.

During our complimentary client portfolio strategy sessions, we listen intently to your goals and financial needs, review every dollar of income and expense, and examine each and every account. We prepare our analysis and present detailed income statements, balance sheets, and cash flow projections that extend throughout your lifetime. Together we will set specific, realistic, and measurable financial goals toward helping you avoid outliving your assets. You will walk away with an in-depth understanding of your financial picture so you can make those important life decisions with confidence.

  • Will I have enough money to send my children to college?
  • At what age can I retire?
  • Where will my income come from beyond age 65?
  • How much income will I need based on my goals and commitments after retirement?
  • How can I reduce the financial burden on my family when I reach the golden years?
  • How can I minimize my tax burden through my investments?
  • How can I seek to maximize the return on my investments?
  • What does my healthcare picture look like now, and how can I plan for my long-term care should I need it?
  • How can I ensure that my estate will be handled professionally?
  • What kind of life insurance should I have to protect my family should the unexpected happen?



Complimentary Consultations

We offer complimentary consultations to prospective clients who have questions and want to find out if we are a good fit for their financial needs. Call or fill out our form today and we will contact you shortly for a no-obligation financial consultation.

Helpful Content

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.