Medley & Brown, LLC
Financial Advisors
Client Profile
Medley & Brown, LLC offers advisory and asset management services to individuals, families, small businesses, foundations, and retirement plans. Clients generally entrust us with total savings and investment assets of over $500,000.
Our investment process includes:
- Understanding financial needs and goals
- Evaluating current investments and tax situation
- Developing personal investment objectives and risk tolerance
- Formulating an investment strategy
- Ongoing investment management
""If the housing market does crash, the ramifications for the rest of the economy are huge."
John Cassidy in his article "The Next Crash" in The New Yorker, November 11, 2002