Life Beyond Money
Life Beyond Money
Since 2007, we have helped establish strategies and portfolios to meet long-term financial goals. Have questions about retirement income, 401k savings, financial planning and investment management, taxes, estate inheritance or planning? As a trusted financial professional we would be happy to help.
We begin by listening attentively to what's on your mind. We offer no judgement, only an honest assessment and workable solutions. It is never too late to begin but it is up to you to take the first step by contacting us.
Our background consist of various types of knowledge however central to all we do is a commitment to ethics and integrity. We’re all fully licensed and credentialed. You can trust us for unbiased recommendations and impartial guidance.
A non-exhaustive list of the services you gain access to working with us.
Our investment philosophy emphasizes goal-based investing, long-term focus, dividend growth, and cost and tax efficiency.
Daniel began his investment career in July, 2007 as a planner with RBC Dain Rauscher followed by Chase Investment Services and Wells Fargo Advisors. He started Miles Brown Asset Management, LLC in 2016 with the objective of working alongside with clients without the conflicts of interest inherent in traditional financial advisor relationships.
In an effort to be a knowledgable, trusted financial professional Daniel has earned a certificate in Financial Planning from U.C.L.A. focused on Retirement Income planning and investment management. Additionally, Daniel has a Bachelor of Science degree in Political Science, a Masters degree in Legal Studies, and a Juris Doctor degree.
Greg Syler is a Compliance Consultant, a trusted financial professional and an essential member of MBAM. With over 25 years of experience in the financial services industry, Greg works to ensure that financial planning and investment management operations are harmoniously aligned with regulatory guidelines. Greg has held managerial roles in compliance at UBS Wealth Management, Deutsche Bank and RBC Dain Rauscher.
Greg earned his Bachelor of Science degrees in both Finance and Banking from San Francisco State University.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Miles Brown Asset Management, llc.
175 N Redwood Drive Suite 140 San Rafael, CA 94903
Advisory services offered through Miles Brown Asset Management, LLC. The information on this website should not be considered legal advice. Please consult with a qualified financial advisor before investing in securities or other financial instruments.
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