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About Monica

Monica Brown is an independent financial advisor with Osaic Wealth, Inc. With over 25 years of experience in helping clients achieve their retirement dreams, Monica has the knowledge to help you make retirement a reality. Along the way, many other financial challenges arise: putting kids through college, reducing taxes, changing jobs, caring for parents or handling an inheritance. Monica can help you plan for these contingencies and more. In addition, Monica holds a specialty designation in sustainable responsible and impact investing, allowing you to align your values with your investments.

When working with Monica you get a patient, caring advisor who always puts your needs first. You can expect:

  • Personalized service designed around your needs.
  • Focus on your values
  • Research-based, highly diversified, quality approach
  • Low long-term costs
  • Customized reporting
  • On-going independent Financial Advice