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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 $3 billion in assets under management, serving over 1,200 families in 48 states. 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
August 2017

Kids Leaving Home? How New Empty Nesters Can Save, Invest

Whether your kids are off to college or to kindergarten, becoming an empty nester could free up a big chunk of money for parents. It could help fund your retirement or pay off your mortgage in half the time.

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Building Wealth
July 2017

Five Ways to Avoid Running Out of Money in Retirement

Long-term care insurance, an annuity, tapping the equity in your home, and transferring some of your assets into cash and bonds can all help.

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Building Wealth
June 2017

Rethink These 3 Financial Strategies Every Decade (or sooner!)

Big financial decisions should never be set in stone. You need to rethink these three plans you made years ago because you could be in a very different place now.

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Building Wealth
April 2017

Losing Your 6-Figure Job? Use These Financial Strategies to Come Out on Top

Executives navigating layoffs and buyouts have some critical decisions to make. Here's what they need to consider.

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Building Wealth
March 2017

A Trust Can Protect Your Adult Child’s Assets from a Failed Marriage

If you don’t want money you’ve worked hard for to pass down to your son’s or daughter’s ex, then consider a trust.

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Building Wealth
February 2017

3 Tax-Planning Tips to Consider as Donald Trump Gets Down to Work

Before you make big moves with your savings, investing or inheritance plans, take a breath and weigh the likely consequences.

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Building Wealth
December 2016

Taking Stock of Your Finances to End 2016

Regular financial check-ups with your partner can help ensure you have a happy relationship all year round.

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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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