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Brown Edwards Wealth Strategies

EST. AUM
$403,263,630

CONTACTS

CLIENT ACCOUNTS
604

Firm Details

Metro area Richmond
CRD Number 173559
Website brownedwardswealth.com
Client types

Overview

Alliance Wealth Strategies, LLC (doing business as Brown Edwards Wealth Strategies) is an independent, SEC-registered investment adviser (RIA) headquartered in Lynchburg, Virginia. Operating under a strict 100% fiduciary standard of care, the firm delivers highly customized wealth management, advanced tax mitigation strategies, and discretionary portfolio management for individual retail accounts, high-net-worth families, 401(k) plan sponsors, and institutional non-profits. The firm coordinates multi-scenario legacy planning, retirement spend-down cash flows, and business succession blueprints. Their core investment philosophy relies on strategic, risk-adjusted asset allocation models utilizing low-cost exchange-traded funds (ETFs) and institutional mutual funds, explicitly aligning client capital with their long-term financial lifecycle parameters.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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