Investment Advisory Services

Legacy Planning

Family Governance

Collaboration with Key Advisors

Lifestyle Management

Atlas Brown offers a suite of Family Office Services.

A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them.

Wealth Management

Our deep heritage of family wealth management helps preserve, manage, and grow your wealth for future generations.

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Coordination and Integration

Using a multi-generational planning approach, your family's financial affairs may be coordinated and integrated for family wealth continuity.

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Our Team

Our seasoned professionals methodically attend to all of your wealth management needs.

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Newsletters

HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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