Brown PCFO provides personalized Personal CFO services designed to help busy families and professionals simplify financial decisions and align their finances with life goals. Founded by Kelly Brown, CFP®, the firm draws on his more than a decade of experience at a large independent financial firm and offers a focused, client-centered alternative for households seeking tailored guidance.

Its comprehensive planning considers household balance sheets and cash flow alongside investments, taxes, risk management, and estate planning. Brown PCFO describes its advice as fiduciary, with strategies intended to reflect clients’ values and long-term objectives. The firm also coordinates with clients’ CPAs, estate attorneys, insurance brokers, human resources departments, and other specialists, and can help identify professionals when a team has gaps.

Services are intended to bring clarity to complex financial matters, support wealth growth or protection, and help clients make informed choices. Brown PCFO emphasizes personal attention through a limited household focus, as well as transparent, competitive fees and objective advice.