Adams Brown Becomes Registered Investment Advisor and Selects Charles Schwab as Custodian

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AdamsBrown Wealth Consultants, LLC, the wealth management division of Adams, Brown, Beran & Ball, Chartered Certified Public Accountants, has become a Registered Investment Advisor (RIA).  After considerable due diligence, AdamsBrown has selected financial giant Charles Schwab & Co., Inc. as its custodian.

AdamsBrown Wealth Consultants selected Schwab to provide clients with greater flexibility in terms of investment choices, as well as consolidation of financial instruments such as annuities, investments, and bank accounts. Schwab’s technology will allow clients to see their key financial metrics connected and visible on a single dashboard.

“Schwab is one of the most well-known names in the American investment environment, and their longstanding commitment to serving a broad swath of investors with high-quality, research-based investment services aligns with our priorities,” said Justin Mitchell, Senior Wealth Management Advisor and CEO of AdamsBrown Wealth Consultants. “As an example of Schwab’s commitment to investor service, its technology – such as the asset aggregator dashboard that ties in with multiple databases –enables investors and advisors to make more informed decisions.”

AdamsBrown Wealth Consultants serves high net worth individuals with holistic financial planning, wealth building, and investment services. Led by Mitchell, the team includes ten professionals with longstanding experience in guiding clients with financial planning and investment advising.  The team has offered wealth management services since 2001.

 

AdamsBrown Wealth Consultants, LLC is a Registered Investment Advisor.

Schwab Advisor ServicesTM serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (“Schwab”).

AdamsBrown is not owned by, affiliated with, or supervised by Schwab.