Digital Financial Advisory

Online Digital Service for Families

Digital investment management using LPL Financial Guided Wealth Portfolio (GWP), a digital online investment program. This low cost investment platform features robust and pro-active digital services.

For a simple hourly fee families can work with Craig Brown, CRPC ® for annual consultations and for general financial planning.

The GWP is designed for the tech savvy and those who want low cost digital investment offerings, with the option of seeking professional financial advice as needed.

 

Digital Financial Advisory Benefits

  • Low cost
  • 24/7 access to your account
  • Automatic diversification and balancing
  • Tailored to age, risk tolerance and portfolio size
  • Low minimum platform ($5,000)
  • Designed to reduce tax burden
  • Great for those who are tech savvy
  • Those just starting to invest
  • People without many questions
Personal CFO