Advisors at this firm
Alexander B
Series 65
Milford, OH
Brown Financial Advisors, LLC
Alexander Brown is a Series 65-licensed financial advisor with Brown Financial Advisors, LLC in Milford, Ohio, where he has worked since 2016. He has seven years of industry experience and also operates Brown Insurance & Tax Advisors, LLC, providing insurance and tax services. Brown Financial Advisors serves individual and high-net-worth clients, managing approximately $299 million in discretionary assets across five offices. The firm primarily uses a co-advisor model with third-party portfolio managers, offering financial planning and consulting services tailored to client objectives.
Gregory B
Series 65
Milford, OH
Brown Financial Advisors, LLC
Gregory Brown is a financial advisor at Brown Financial Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Brown Financial Advisors since 2008. In addition to his advisory role, he manages Brown Insurance & Tax Advisors, where he is involved in insurance sales and tax preparation. Brown Financial Advisors serves individual and high-net-worth clients, providing portfolio management primarily through a co-advisor relationship with a third-party manager. The firm manages approximately $299 million in discretionary assets and supports about 679 client relationships across five offices.
Myron B
Series 65
Milford, OH
Brown Financial Advisors, LLC
Myron Borth II is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Brown Financial Advisors, LLC since 2012 and also serves as vice president, insurance agent, and tax preparer at Brown Insurance & Tax Advisors. Additionally, he works as a loan officer at Gradient Home Mortgage, LLC. Brown Financial Advisors serves individual and high-net-worth clients by providing portfolio management through third-party co-advisors, along with financial planning and consulting services. The firm manages approximately $299 million in discretionary assets and supports around 679 client relationships across five offices.