COMPENSATION METHODSFee Only
Andrew Brown is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Valeo Financial Advisors, LLC in Ann Arbor, MI and the surrounding communities.
Every client has their own unique goals and challenges. Helping you achieve lifelong financial well-being is the primary focus of StanCorp Investment Advisers, Inc. We have a fiduciary duty to act in your best interest and adhere to a prudent, unbiased approach to managing your money.
Our asset management process starts with learning about you and your goals, and we will recommend a portfolio structure that invests your assets according to your specific time frame. We go beyond your portfolio to take a comprehensive look at all aspects of your financial life and provide guidance to set you on a path to financial well-being.
Our Ann Arbor office is supported by a national team of service and investment research professionals with a long history of carefully selecting and monitoring funds, equities and bonds.
I am a Certified Financial Planner® professional with a focus on wealth preservation, retirement planning, college planning and investment management. Prior to joining StanCorp Investment Advisers, Inc., I was a credit analyst at United Bank & Trust. With my background in a broad range of financial disciplines, I help affluent investors find appropriate solutions for their needs.
I hold my Series 65 securities license and, as a member of the Financial Planning Association (FPA), I am committed to holding myself to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals. I earned a bachelor’s degree in finance at Eastern Michigan University.
I am ready to work on your behalf to clarify your financial goals and manage your assets to help you meet your unique challenges and opportunities.
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