Life Beyond Money
About Us
Planning Futures
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.
A Proven Approach
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.
Why 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.
Our Team
Daniel Brown
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.
Compliance
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.