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Lisa Brown, CFP®

Partner and Wealth Advisor, Brightworth

Phone: 404.760.9000
www.brightworth.com

Lisa Brown is a partner and wealth adviser at Brightworth, an Atlanta wealth management firm with $1.2 billion in assets under management. She works with high net worth families in the areas of investment management, executive compensation, retirement transition and estate planning.

Brown is a Certified Financial Planner™ practitioner and an Accredited Estate Planner. She graduated summa cum laude from LeMoyne College and holds a Master's degree in Business Administration from Georgia State University.

Latest Features

Building Wealth
November 2016

How Young High-Earners Can Manage Their Wealth

Making smart money moves when you're just starting out helps ensure you'll have a bright financial future.

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Building Wealth
October 2016

5 Financial Matters to Consider When Moving to a New State

Whether you're relocating for work or another reason, take these financial and tax strategies into account before packing up.

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Building Wealth
September 2016

Climb the Money Ladder at Work

All workers can use these five tips for corporate executives to make the most of their compensation packages.

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Building Wealth
July 2016

When Buying Annuities Makes Sense

These complicated financial products often come with high fees and little liquidity, but here are three reasons I'd recommend them.

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Building Wealth
June 2016

How to Super-Fund a Roth IRA

You can use after-tax 401(k) contributions to save significantly more for your retirement and reap the tax advantages of a Roth.

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Building Wealth
May 2016

Dreaming of a Vacation Home In Retirement? Here's a Reality Check

It might be a dream for many retirees, but the financial realities of owning a second home can make it a bad investment.

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