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A Better Way

Wealth Philosophy
We do more than invest your money, we help you achieve the life you’ve always envisioned. We’ll start with concrete goals for retirement and spending to make sure you’re on track to meet your needs. Over time, we’ll help you leverage your financial assets as a tool for achieving even greater goals you might not have considered.

Superior Service
We’re not impersonal financial planners, we’re trusted guides. You get a skilled team with over 100 years collective experience in the industry. We provide educated advice on making smart financial planning choices and we use top-notch tools to back it all up. We pride ourselves on our prompt responsiveness, real-time access to integrated tools and calendar, hassle-free Docusign paperwork, and our all-hands-on-deck approach. With us, you will always find the right expert to talk to.

Great things aren’t accomplished in silos, and even experts get advice from those they respect. When it comes to handling something outside of your own niche, blind spots can be your worst enemy. This is especially true when it comes to managing your own wealth. Whether it’s emotions or misinformation, those blind spots can wreak havoc in your financial planning. We provide key insights and help you invest your wealth in the right places because we’re unbiased in our approach. We can quickly spot weak areas that may need help, and we can help you fix them.

We keep you on track with your investing plans. It’s too easy to lose steam when you’re tackling complex tasks on your own. With any major event, it’s just good practice to have someone else who can hold you accountable.

Peace of mind
Even if you had the time to put in the research required to make rock solid investment choices, wouldn’t you rather spend it doing something enjoyable? We know our stuff so that you can focus on what matters most. We can help you find the answers you’re seeking in half the time because that’s just what we do. Let us help you get where you want to be faster.

Jeff Brown founded our firm because he wanted to help other professionals wield their hard-earned assets into tangible goals.

After having opened our doors more than 20 years ago, we’ve earned the privilege of being trusted by hundreds of San Diego’s most discerning families, many who have stayed with us from the start. We’re consistent and constantly conscious of our clients’ needs, concerns, and desires. We understand the chaos that comes with a busy schedule and we work around your calendar to make the entire process hassle-free.  At BWM Financial our strategies are based on long-term thinking, not just focused on immediate gains. We identify with our work because we actually live it, and we love helping other high-achievers do the same. We work with the industry leading tools and insights to create a custom-tailored, carefully crafted financial plans for each of our clients.

Your family relies on you, and you want to keep them safe. We work to help you build something great, a lasting legacy and security for those you love the most.

Proactively protecting and managing your finances means that we’re coordinating all aspects of your financial life so that everything works together to support your ultimate vision. With that confidence, you are able to determine the best use of your time, talents and resources.

Planning for today is only truly effective when we’re thinking about tomorrow. Our forward-thinking approach to financial planning allows you to live in the moment while also securing your future.

Work With Us to Protect Your Wealth