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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
September 2018

3 Steps to Worry-Free Splurges for Retirees

Spending on grand experiences can be a wonderful gift, as long as you've properly planned. So don't worry, and don't feel guilty. Just do it.

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Building Wealth
July 2018

How I 'Found' $300,000 for an Elderly Relative

Hours of sorting through documents and tracking down accounts led to an unexpected discovery. If you have elderly relatives, you should consider doing the same thing I did.

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Building Wealth
May 2018

Single? In an Emergency, Who Is Safeguarding Your Money?

You need a backup. And here are the five steps you should take to help that person be ready in case something does happen.

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Building Wealth
March 2018

3 Things Married Women Need to Know About Their Money

About nine in 10 women will have to go it alone, financially, at some point in their lives. When that happens, they need to be ready.

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Building Wealth
January 2018

2018 Could Be Grandparents' Year to Pump $150,000 into 529 Plans

Parents can now use 529 college savings plans to pay for K-12 private school tuition. That could give grandparents added incentive to be extra generous, without triggering gift taxes.

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Building Wealth
December 2017

5 Quick Steps to Improve Your Finances in 2018

Here are a few New Year's resolutions to shoot for with healthy payoffs.

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SLIDE SHOW
October 2017

4 Tax-Savings Tasks to Complete Before Thanksgiving

Waiting until December to make charitable donations or start moving money between various accounts to save money on 2017 taxes can present several obstacles. Transactions at investment firms can get delayed ...

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Building Wealth
October 2017

4 Year-End Tax-Savings Tips to Handle Before Thanksgiving

Tax season will be here before you know it, and taking a few steps now could leave you in a much better place come April.

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Building Wealth
October 2017

A Retirement-Withdrawal Strategy for Millionaires

The way in which you tap your assets can have long-term tax consequences for you and for your heirs.

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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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