image description

The Professional Expertise to make financial decisions that serve your best interests

The Disciplined Approach to wealth management, developed from over 25 years of experience

The Highly Personalized Attention of a customized team that knows you

Personally Invested in Your Future

At Brown & Tedstrom, Inc. we believe the investment that yields the highest return is the one we make in our relationship with you and your family. We take the time to understand your unique priorities, then customize our proven wealth management* process to address your goals and plan for your financial future. Contact us today, and let us start investing in you.

*Brown & Tedstrom, Inc. generally requires a minimum of $2 million in assets under direct management for each client relationship.


Three Core Principles

Our Proprietary Methodologies

The Retirement Shock Absorber®

Allows a portfolio to absorb market fluctuations while seeking the minimum amount of retirement capital required.

Learn more

The Withdrawal Stress Test

Effectively assesses the distribution phase of your portfolio to determine its sustainability over the course of retirement.

Learn more

The Retirement Tax Filter®

Utilizes a comprehensive and inclusive evaluation of all income sources to strategically and holistically manage your tax liability.

Learn more

National Recognition

At Brown & Tedstrom Inc., we're honored to have our firm consistently recognized by leading financial industry publications.

Mark R. Brown was recognized by Barron’s magazine as one of the Top 1200 U.S. Financial Advisors, State by State for 2014.

Based on assets under management, revenue, and quality of practice.

Brown & Tedstrom, Inc. was named a Top U.S. Wealth Advisor by Worth magazine.

Based on nomination, credentials, client retention rate, service and communications approach among other factors. (2002, 2007, 2008)

Mark R. Brown was selected by the Financial Times as one of the nation’s Top 400 Financial Advisors for 2014.

Based on assets under management, asset growth, compliance record, experience, credentials and accessibility.

News, Insights, and Events