Our Wealth Management Expertise

Brown Graham offers wealth management services that focus on the accumulation, preservation, and transfer of wealth. 

At Brown Graham, our mission is to provide you with the tools, resources, and technology to help you become an effective CEO of your money. As your team of advisors for your financial answers, we can provide the multi-disciplined resources, the customized roadmap and the financial planning and investment management processes to assist you in reaching your life-long and legacy goals. We collaborate with leaders in complementary disciplines across the Brown Graham affiliates to strategically support you in confidently crossing your financial finish lines. 

For more information about our wealth management services, please contact Ryan Collins.

Brown Graham Wealth Management Services

  • Cash Flow Analysis
  • Savings and Emergency Fund Advising
  • Retirement Accumulation
  • Retirement Income Planning
  • Education Planning
  • Tax Planning
  • Insurance Planning
  • Estate and Legacy Planning
  • Charitable Giving
  • Income, Gift, and Estate Tax Advising
This is a picture of Ryan Collins

Ryan Collins

Wealth Advisor

Merline Kurian

Merline Kurian, CPA

Wealth Advisor

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC www.finra.org and www.sipc.orgOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here
are independent of Osaic Wealth. Advisory Services offered through Osaic Wealth, Inc., BG&CFS, PLLC and Osaic Wealth are separate entities. This communication is strictly intended for individuals residing in the states of Texas, New Mexico, Maryland, Kansas and Colorado. No offers may be made or accepted from any resident outside the specific state(s) referenced.