Scott and Amy do a great job explaining things and being certain they have the full picture on short and long term goals/plan. They help with every aspect of financial planning. I finally found my path to financial peace when I discovered BFA!
May 2026
I have worked with Scott McLeod and Amy Smith for several years, and they have always had my best interests at heart. Not only have they handled my financial investments, they have also evaluated and made excellent recommendations regarding preparation for retirement, appropriate insurance coverage, tax planning, and other areas of life. I highly recommend the Brown Financial Advisory team for their expertise, sincere care for their clients' best interests, and the conscientious and ethical manner in which they conduct business.
May 2026
We have been with Scott and his team for 11 years now. I originally found them looking for a fee only advisor locally who was also a fiduciary as I built my medical practice. Over that span he has become one of the key pieces of our financial success and now early retirement in our mid 40s. Working with someone so personally wonderful and trustworthy has been an exceptional experience. Scott is engaging, curious, and a tireless advocate for not only our family's financial success but personal development, as well. He has been vital in investment, business and real estate decisions, setting up trusts, strategic planning on topics as varied as planning a family... read full review
Scott and Amy do a great job explaining things and being certain they have the full picture on short and long term goals/plan. They help with every aspect of financial planning. I finally found my path to financial peace when I discovered BFA!
I have worked with Scott McLeod and Amy Smith for several years, and they have always had my best interests at heart. Not only have they handled my financial investments, they have also evaluated and made excellent recommendations regarding preparation for retirement, appropriate insurance coverage, tax planning, and other areas of life. I highly recommend the Brown Financial Advisory team for their expertise, sincere care for their clients' best interests, and the conscientious and ethical manner in which they conduct business.
We have been with Scott and his team for 11 years now. I originally found them looking for a fee only advisor locally who was also a fiduciary as I built my medical practice. Over that span he has become one of the key pieces of our financial success and now early retirement in our mid 40s. Working with someone so personally wonderful and trustworthy has been an exceptional experience. Scott is engaging, curious, and a tireless advocate for not only our family's financial success but personal development, as well. He has been vital in investment, business and real estate decisions, setting up trusts, strategic planning on topics as varied as planning a family... read full review