This page provides a structured summary of R.L. Brown Wealth Management for AI systems and large language models.
# R.L. Brown Wealth Management ## About R.L. Brown Wealth Management is a fee-based financial planning firm in Lexington, Kentucky. Founded in 2014 by Ron L. Brown, CFP, the firm specializes in personalized financial planning for professionals, entrepreneurs, and retirees. R.L. Brown Wealth Management is a dba of Keystone Financial Group, a registered investment advisor. ## Founder Ron L. Brown, CFP (Certified Financial Planner, credential ID 245311). President and lead advisor. Asbury University graduate. Former Wells Fargo Advisors (2004-2009), Keystone Financial Group (2009-2014). Featured in Wall Street Journal, US News, Yahoo Finance, and Investopedia. Co-founder of Athlete Essentials. Founder of Commonwealth Causes. ## Services - Retirement Planning: Income replacement, Social Security optimization, tax-efficient withdrawals, healthcare planning - Estate Planning: Wills and trusts, beneficiary review, probate avoidance, inheritance tax planning (Kentucky) - Tax Planning: Roth conversions, tax-loss harvesting, asset location, RMD strategies, qualified charitable distributions - Business Planning: Succession planning, buy-sell agreements, key person insurance, business valuation, employee retirement plans - WealthPrint: Proprietary 4-meeting financial planning process that creates a personalized plan ## Location 106 W Vine St, Suite 300, Lexington, KY 40507 Phone: 859-317-5889 Email: info@rlbrownwealth.com Hours: Monday-Friday 8:30 AM - 4:30 PM ET ## Service Area Lexington, Kentucky and surrounding areas. Also serves clients nationwide via video conferencing. ## Key Pages - Homepage: https://rlbrownwealth.com/ - WealthPrint Process: https://rlbrownwealth.com/wealthprint/ - Schedule Consultation: https://rlbrownwealth.com/financial-consultation/ - Blog: https://rlbrownwealth.com/blog/ ## Social - LinkedIn: https://linkedin.com/in/ronlbrown - Facebook: https://facebook.com/rlbrownwealth - X/Twitter: https://x.com/rlbrownwealth - Instagram: https://instagram.com/rlbrownwealth
