Lamont Brown, CFP®, AIF®, MBA

Name: Lamont Brown, CFP®, AIF®, MBA
Address: Fredericksburg, Virginia, United States
Telephone: 540-642-1204

Owner | Wealth Advisor | Veteran | Marathon Runner

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ALNA Wealth Management Lamont Brown, CFP®, AIF®, MBA

Fredericksburg, VA

Serving Clients Nationwide

Owner | Wealth Advisor | Veteran | Marathon Runner

540-642-1204

Website

Areas of Focus

Estate Planning
Insurance
Investment Management
Retirement Planning
Taxes

About Me

Hi, I'm Lamont Brown. I was born and raised in West Texas (Midland-Odessa) and joined the United States Marine Corps after graduating high school. Early on in my military career, I was recognized as a leader and I was selected to become a Marine Corps Officer. In total, I served over 15 years in Marine Corps as both an enlisted Marine and Officer being stationed in Japan, Korea, Bangladesh, Thailand, and Iraq in Operation Iraqi Freedom.

My curiosity and a natural thirst for learning have helped me to succeed along the way. Coming from a humble background I knew I needed to learn more about personal finances and at an early age I took up the challenge. I realized, "If we got the money right everything else would be easier".

From my hobby, I found my passion, learning and perfecting basic money skills in my own personal finances. Throughout my Marine Corps career, I invested, and early on I opened my first Roth IRA when I was 24.

In 2006, after my tour to Iraq, I decided to change my career path and settle down in Fredericksburg. I'd achieved the rank of Captain - "The Best Rank In The Marine Corps" and realized it was time for me to focus on my most important mission, being there for my sons and family.

Transitioning out of the Marine Corps, I stayed in Telecommunications and Information Technology. Starting out I worked at MITRE and Raytheon. Over the course of four years, I received my Master of Science in Systems Engineering and Project Management Professional (PMP) certification. One of my proudest moments was being a part of the MITRE team that helped field the Inflatable Satellite Communications Antenna to the Marine Corps.

After four years in technology, I decided to follow my passion for personal finance and become a financial advisor. Starting out I worked at a traditional brokerage firm. While in traditional brokerage I gained valuable investment management and small business experience.

From there I moved to TIAA, where I found my passion for helping families prepare for retirement. At TIAA, I helped families ask and answer tough questions before and during retirement. I became a CERTIFIED FINANCIAL PLANNING (CFP®) Professional after passing the most traumatic exam I've taken to date.

In 2020, I founded ALNA Wealth Management to continue to help families ask and answer tough questions. ALNA Wealth Management was started to help families make better decisions and receive guidance they could trust. Shortly after starting ALNA Wealth Management, I accomplished a lifelong dream and received my Master in Business Administration (MBA).

I'm a proud husband and father of two adult sons.

In my free time, I pursue my health and fitness goals by running marathons and playing golf.

Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. ALNA Wealth Management and Mariner Independent Advisor Network, LLC are separate entities.

Professional Designations

Accredited Investment Fiduciary (AIF)
CERTIFIED FINANCIAL PLANNER™ Professional
Master of Business Administration (MBA)

Affiliations

Association of African American Financial Advisors (AAAA)
CFP Board
Financial Planning Association

Primary Location

Fredericksburg, Virginia

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Flat Fee
Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule an initial call to see if we are a fit. We are interested in learning about you and your unique circumstances so we can determine if it would make sense to schedule our next conversation.

Offers Investment Management

Yes

About our Firm

To achieve financial security and freedom, all of your financial decisions need to work together.

A coordinated wealth plan aligns your financial decisions with your Vision, Values, and Goals, because all of the pieces of your finances are intertwined.

The good news is you don't have to do it alone. ALNA Wealth Management will help coordinate each part of your financial situation.

Our Coordinated Wealth Planning Process helps you build a strategy and take action to protect, and prepare for the challenges and opportunities ahead.

✅ Experienced: Wisdom takes time and experience. Wealth management is the same. A CERTIFIED FINANCIAL PLANNING (CFP®) professional with over ten years experience working with successful families.

✅ Fiduciary: We are committed to providing advice that is "Always Fiduciary". Our recommendations are guided by what is best for you and your personal situation.

✅ Wealth Management: Risk management, Tax Planning, Investment Management, income, and Estate Planning are all parts of a Coordinated Wealth Plan.

HOW IT WORKS

1. Set up an initial call to see if it makes sense for us to schedule an Initial Conversation.

2. Get started. Decide to work with us and we'll get started collecting data and understanding your Vision, Values, and Goals.

3. Take action. Review your personalized Coordinated Wealth model and take action to achieve your goals.

Education

Saint Joseph's University, Master of Business Administration - MBA , Finance | The George Washington University, MS, Systems Engineer | University of Arizona, BS, Management Information Systems

Hobbies and Interests

Golf
Running

SEC Lookup

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Who We Serve

Baby Boomers
Business Owners
Gen X
Technology Professionals
Veterans

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