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

The Disciplined Approach to wealth management, developed from almost 30 years of experience

The Highly Personalized Attention of a customized team that knows you

Personally Invested in Your Future

At Brown & Tedstrom, Inc. we never wanted to be the biggest, but the best. It’s our aim to take the time to understand each client’s unique priorities, then customize our trademarked wealth management process to address their goals, ease their concerns and help design the success of their financial future. Our best investment is always the relationships we create with our clients, friends, and business partners. 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 new client relationship.

INVEST WITH A PLAN

Three Core Principles

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Our Proprietary Methodologies

The Retirement Shock Absorber®

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

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The Withdrawal Stress Test

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

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The Retirement Tax Filter®

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

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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 a 2017 Top Financial Advisor.

Award based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Mark R. Brown was named America’s Top Wealth Advisor by Forbes Magazine.

Award based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations, quanitative and qualitative elements.

Mark R. Brown was selected by the Financial Times as one of the nation’s Top 400 Financial Advisors for 2017.

Award based on Financial advisors managing at least $300 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility.

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