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EXPERIENCE YOU CAN TRUST

EXPERIENCE YOU CAN TRUST

Since 1990, clients have trusted us to coordinate their retirement, estate, insurance and long-term care plans.  We help our clients minimize taxes, reduce hassles and generally make the process run as smoothly as possible.

As our client, we will manage your assets according to a plan based on what is important to you. Having a Trusted Advisor allows you to focus on life's other priorities while the Advisor carries out the financial steps on which you have both agreed.

As an independent Certified Financial Planner™ professional, you can rest assured that all of our recommendations are based on research, analysis and due diligence that always puts the client first.

OUR MISSION STATEMENT

Drown Financial exists to empower people by preparing for life’s uncertainties.

CORE VALUES

CORE VALUES

1 We prioritize service.

a. Service at Drown Financial embodies empathy, trust, and confidentiality. We serve the people every time, every day.

2.  We take the extra step.

a. We walk into the inconvenience - whether its death or divorce - we meet people where they are at and create solutions or give direction.

3.  We created a process to serve our clients.

a. We are always considering the client’s interests and are working towards a solution for their highest priority. Client goals and objectives are achieved.

4.  We do what we say we are going to do.

a. We honor our clients by honoring our commitments. Integrity is doing the right thing even when no one is watching.

5.  We build relationships by living our values.

a. We are intentional about our relationships so that we can create and cultivate wealth that will last generations.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Learn More
Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Learn More
Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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HOW WE WORK

With today's economy, protection strategies are more important than ever. That's where advisors like us can help.

Darrel Drown

Darrel Drown, CFP®

Financial Advisor

Travis Drown

Travis Drown

Family Financial Advisor

Sandi Collins

Sandi Collins

Senior Administrative Assistant

Doris Foxx

Doris Foxx

Client Service Associate

Adam Brubaker

Adam Brubaker

Director of Financial Planning

Jamie Doyle

Jamie Doyle

Account Service Associate

LET'S GET CONNECTED

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