Peter Tedstrom, CFP^®

Brown & Tedstrom,Inc. is a boutique financial planning firm with a small number of high net worth/income clients mostly comprised of business owners and professionals. Brown & Tedstrom is unique in its service to their clients due to the comprehensiveness of their planning. The firm involves the client by knowing every aspect of their finances. Their process of developing a strategic financial plan for each client and providing consistent ongoing reporting at least twice a year has created a client base that is realizing their goals. This is what makes Brown & Tedstrom different in the financial services industry. By remaining independent, this has put their clients' interests first. The firm handles all aspects of financial products including securities, mutual funds and insurance. Currently we are investing in the trend of no load mutual funds through fee-based asset management. We believe this allows the client greater flexibility to adapt to changing market conditions while keeping their cost to a minimum.

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care