Justin Brownlee, CFP® Brownlee Wealth Management

Contact this advisor

About Justin Brownlee, CFP®

Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family’s wealth.

My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them.

When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly.

You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment

Contact this advisor

Recently Published

This advisor has no recent blog posts.

Visit the blog →

Ideal Clients

  • Baby Boomers
  • Engineering Professionals
  • Equity Recipients (RS/RSU SOP ESPP)

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Quarterly Fee: $1,000+/qtr
  • Flat Fee: $2,000/engagement
  • Hourly Fee: $450/hr

SEC Records