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Brown Edwards Wealth Strategies

Headquartered in LYNCHBURG, VA

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Firm Information

Brown Edwards Wealth Strategies is a registered investment advisor based in Lynchburg, VA. The firm manages approximately $272.2 million in assets for clients including high-net-worth individuals, corporations, and charitable organizations. They offer a variety of advisory services, including portfolio management, financial planning, pension consulting, and selection of other advisors.

Brown Edwards Wealth Strategies

828 MAIN STREET

LYNCHBURG, VA 24504

$272.17M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

BROWN EDWARDS WEALTH STRATEGIES has a total of 6 branch locations across the country.
location

LYNCHBURG, VA

location

CHARLESTON, WV

location

BRISTOL, TN

location

GLEN ALLEN, VA

location

MIDLOTHIAN, VA

location

ROANOKE, VA

Advisors at Brown Edwards Wealth Strategies

View All 7 Advisors
Unclaimed
Brad Leigh Bailey

RA

LYNCHBURG, VA

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Antony Douglas Roop

RA

LYNCHBURG, VA

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Unclaimed
Ryan Allen McEntire

RA

LYNCHBURG, VA

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Unclaimed
Harry Schwarz

RA

LYNCHBURG, VA

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Unclaimed
Mark Edward Wiseman

RA

LYNCHBURG, VA

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Unclaimed
Kelli Jane Vance

PFS®, RA

LYNCHBURG, VA

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Unclaimed
Jacob Douglas Favaro

CFP®, RA

GLEN ALLEN, VA

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Disclosures

There are no public disclosures for Brown Edwards Wealth Strategies.

Frequently Asked Questions (7)

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