Life should be
an adventure

Your financial security should not.
Learn MoreAbout Us

Marin County Wealth Management Services

Financial Planning

Regardless of where you want to go in life, there’s a good chance that getting there will require at least moderate financial resources. At Miles Brown Asset Management, our financial planning starts with a conversation about your goals, how you want to achieve them, and how long you want it to take.

With those things in mind, we develop a plan that includes things like tax planning, risk management, philanthropic giving strategies, succession and wealth transfer, liquidity and debt management, and much more.

Investment Management

When it comes to investments, we opt not to focus too closely on the daily moves of the markets, and instead look to play the long game. Our goal isn’t to beat the market any one year, but rather to deliver consistent returns for our clients over time.

We do not use leverage, margin, or any types of derivatives. Each portfolio is transparent so that you can see clearly what you own. Additionally, every client account is managed separately from one another to preserve the integrity of the plan. Learn more here.

Retirement Planning

Our retirement planning strategies are based on understanding the quality of life you’d like to have once you’ve retired, and then to work backwards from there. It’s important to include all options, including things like Social Security, distributions from retirement accounts (401k), pensions, income from rental property, savings, etc.

Once we’ve determined the best course of action, we’ll help keep you on track to meet your goals so that when you’re ready to stop working, you’ll be able to keep living without worrying about money.

Daniel Brown

Daniel Brown

Founder

Prior to starting Miles Brown Asset Management, I spent 10 years at Washington Mutual/JP Morgan Private Client, RBC Dain Rauscher and Wells Fargo Advisors.

I am a current member of the Silicon Valley chapter of the Financial Planning Association and I am also currently enrolled in the Personal Financial Planning certification program at the University of California, Los Angeles.

Plan For Success

The road to financial freedom can be long and challenging. We’re here to help guide you, every step of the way.

Learn About Financial Planning, Investment Management, And Retirement

We firmly believe that every client that decides to work with us should have as much knowledge about the process as possible. Honesty and transparency are of the utmost importance to us, and we strive to provide our clients with the tools and information they need to make smart choices.

Managing Your Money Without Sacrificing Your Happiness

Managing Your Money Without Sacrificing Your Happiness

One of the biggest roadblocks people focus on when they think about financial planning and saving money is that doing those things means giving up many or all of the things they enjoy in their lives. But managing your money doesn’t have to mean sacrificing happiness....

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Avoiding Investment Diversification Disaster

Avoiding Investment Diversification Disaster

Investment diversification is often presented as the ultimate, bulletproof way to guard against risk in the financial markets. If there were a “ten commandments” of investment portfolio management, “diversification” would likely be item number one. But is...

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Don’t Let Student Loan Debt Derail Your Retirement

Don’t Let Student Loan Debt Derail Your Retirement

When you see student loan debt discussed in the news, it’s often in the context of recent college graduates struggling to make their payments, afford rent and mortgages, or make any kind of financial progress in their lives. While all those things are true, what you...

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Your Path To Prosperity Starts Here

Ready to get started on the path to financial prosperity? We are always accepting new clients and would love to hear from you.

Please fill out the adjoining contact form and we will get back to you as quickly as possible. Please provide as much detail as you can, and let us know if you have any specific goals you are trying to accomplish.