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Brown Harris Wealth Management

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  • Investment Advisors & Firms
  • Retirement Planning
  • Insurance Agencies
  • Financial & Insurance/Estate Planning
  • Investment Services
309 North Main Street
Culpeper, VA 22701
(540) 825-1588
877-825-1588
(540) 727-8701 (fax)
Hours:
Monday through Friday, 9:00AM to 5:00PM
Call anytime for an appointment, evening/weekend appt. avai

About Us

Brown Harris Wealth Management grew from a desire to provide unbiased, holistic wealth management. We help our clients achieve their financial dreams through effective wealth management and provide read more
  • About

    Brown Harris Wealth Management grew from a desire to provide unbiased, holistic wealth management. We help our clients achieve their financial dreams through effective wealth management and provide exceptional service. Brown Harris Wealth Management takes a personal approach to wealth management. Not simply an investment firm, Brown Harris works to help build and protect one's wealth through a variety of proven investment methods. Brown Harris clients may be saving for retirement, receiving retirement income, protecting an estate from taxes or perhaps providing for a grandchild's college education. We specialize in the following: -IRA & 401(k) Rollovers - Retirement Income Strategies - Early Retirement Structuring - Mutual Funds - Annuities - Tax Advantaged Bonds - Long Term Care Insurance.
    Brown Harris Wealth Management has built a reputation as a company successfully managing their client's serious savings money.
    Our staff strives to provide the best service and financial management in the investment industry.

    Securities offered through LPL Financial, Member FINRA/SIPC

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  • Whom to Contact

    • Todd Brown
      LPL Financial Advisor
      Phone: (540) 825-1588
      Fax: (540) 727-8701
    • Gillette Harris
      LPL Financial Advisor
      Phone: (540) 825-1588
      Fax: (540) 727-8701
    • Karen Ingram
      Executive Assistant
      Phone: (540) 825-1588
      Fax: (540) 727-8701
    • Joanie Jones
      Executive Assistant/Insurance Specialist
      Phone: (540) 825-1588
      Fax: (540) 727-8701
    • Maureen McNemar
      Executive Assistant
      Phone: (540) 825-1588
      Fax: (540) 727-8701
    • Karen Panebaker
      Office Manager/Team Leader
      Phone: (540) 825-1588
      Fax: (540) 727-8701
  • Directions

    Brown Harris is located in historic, downtown Culpeper. 309 N. Main Street is located between Davis St. And Rt. 522, on the corner of Main and E. Edmondson Street. Plenty of parking is available.