Joss Brown Wealth Advisors

Joss Brown Wealth Advisors serves individuals, high‑net‑worth households, retirement plans, charitable organizations and other entities, offering financial planning, investment management, and non‑investment consulting on a fee‑only basis. The firm reports approximately $162 million in regulatory assets under management and provides both discretionary and non‑discretionary services to roughly 127 clients.

JBWA develops customized financial plans and recommends asset allocations while implementing strategies through a mix of platforms and custodians, including Betterment for Advisors as well as Schwab and Fidelity, with trading sometimes executed by the firm and sometimes delegated. Implementation tools described in the brochure include separately managed accounts for fixed income (Breckenridge), Dimensional Fund Advisors strategies, use of independent managers, and occasional direct private placements (DSTs, QOFs, real estate LPs and private credit) for suitable accredited clients.

Distinctive features disclosed in the brochure include the firm’s use of client testimonials in its advertising and the fact that, for some Betterment accounts, the firm may receive a portion of the platform’s wrap fee when applicable. The firm also operates as a multi‑advisor team with several CFP professionals across three offices and combines digital platform offerings with third‑party managers and bespoke planning services.