Brownlee Wealth Management

Josh Matthews is a financial advisor at Brownlee Wealth Management in Houston, TX, holding a Series 65 designation. He has one year of experience in financial advising and previously worked in the real estate and development sectors with firms including Hines Interests LP and Greystar Development Group. Brownlee Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, and businesses, with a focus on employees of large energy companies. The firm employs a Modern Portfolio Theory-based approach, primarily utilizing passive, buy-and-hold portfolios and tax-aware strategies, and uses a flat fee model rather than asset-based billing.

Nathan Steele is a CFP® and holds a Series 65 license, with three years of industry experience. He has worked at Brownlee Wealth Management since 2022 and previously held positions at Koch Energy Services LLC and Koch Ag and Energy Solutions. Brownlee Wealth Management advises individuals, high-net-worth clients, and businesses, with a focus on employees of large energy companies. The firm employs a Modern Portfolio Theory-based investment approach, primarily using passive, buy-and-hold portfolios, and offers services including investment management and financial planning.

Carolyn Lingle is a ChFC® credentialed financial advisor with two years of experience at Brownlee Wealth Management. Prior to joining Brownlee, she worked for seven years at Navy Mutual Aid Association. Brownlee Wealth Management serves individuals, high-net-worth clients, and businesses, with a focus on employees of large energy companies. The firm employs a passive, buy-and-hold investment approach grounded in Modern Portfolio Theory and utilizes a flat fee model rather than asset-based billing.

Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family's wealth. My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them. When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly. You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment

Jared Machen is a CFP® professional with seven years of industry experience, currently serving as an advisor at Brownlee Wealth Management in Fort Worth, TX. His prior roles include positions at New Planner Collective, LLC, Black River Capital, LLC, and Hill Investment Group. Outside of advising, he is a managing member of New Planner Collective, where he creates coursework and produces content. Brownlee Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, and businesses, with a focus on employees of large energy companies. The firm employs a Modern Portfolio Theory-based approach, favoring passive, buy-and-hold portfolios and tax-aware strategies, and uses a flat fee model rather than asset-based billing.