Bio Lisa Brown, CFP

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Lisa Brown, CFP®

Partner and Wealth Advisor, Brightworth

Phone: 404.760.9000
www.brightworth.com

Lisa Brown is a partner and wealth adviser at Brightworth, an Atlanta wealth management firm with $3 billion in assets under management, serving over 1,200 families in 48 states. She works with high net worth families in the areas of investment management, executive compensation, retirement transition and estate planning.

Brown is a Certified Financial Planner™ practitioner and an Accredited Estate Planner. She graduated summa cum laude from LeMoyne College and holds a Master's degree in Business Administration from Georgia State University.

Latest Features

Building Wealth
April 2019

Shocked by Your 2018 Tax Bill?

Take these steps now to cut your 2019 taxes.

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Building Wealth
March 2019

Not Sure If You Will Owe on Taxes in April? Here's What to Do Now

Before you even begin preparing your tax return, there is still time left to take some steps to minimize the potential damage.

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Building Wealth
January 2019

When Should Your Children Get Their Inheritance?

How can you tell if your children are ready to responsibly receive an inheritance? Here are some age guidelines to consider, but of course, it's more complicated than that.

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Building Wealth
December 2018

6 Tips to Get Your 2019 Financial House in Order

Make a New Year's "date" to talk finances. The planning you do on Jan. 1 can pay off all year long.

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Building Wealth
December 2018

5 Tips for Investors to Weather Today's Volatile Stock Market

Wall Street has been insane lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.

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Building Wealth
November 2018

5 Tips for Investors to Weather the Volatile Stock Market

Wall Street has been pretty crazy lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.

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Building Wealth
October 2018

2018 Tax Moves to Make Before the Holidays Arrive

Before you even finish polishing off the last of the leftover Halloween candy, there's something else you should do that could save you money: Take care of some tax business.

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Building Wealth
September 2018

3 Steps to Worry-Free Splurges for Retirees

Spending on grand experiences can be a wonderful gift, as long as you've properly planned. So don't worry, and don't feel guilty. Just do it.

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Building Wealth
July 2018

How I 'Found' $300,000 for an Elderly Relative

Hours of sorting through documents and tracking down accounts led to an unexpected discovery. If you have elderly relatives, you should consider doing the same thing I did.

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Building Wealth
May 2018

Single? In an Emergency, Who Is Safeguarding Your Money?

You need a backup. And here are the five steps you should take to help that person be ready in case something does happen.

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Building Wealth
March 2018

3 Things Married Women Need to Know About Their Money

About nine in 10 women will have to go it alone, financially, at some point in their lives. When that happens, they need to be ready.

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Building Wealth
January 2018

2018 Could Be Grandparents' Year to Pump $150,000 into 529 Plans

Parents can now use 529 college savings plans to pay for K-12 private school tuition. That could give grandparents added incentive to be extra generous, without triggering gift taxes.

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Building Wealth
December 2017

5 Quick Steps to Improve Your Finances in 2018

Here are a few New Year's resolutions to shoot for with healthy payoffs.

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SLIDE SHOW
October 2017

4 Tax-Savings Tasks to Complete Before Thanksgiving

Waiting until December to make charitable donations or start moving money between various accounts to save money on 2017 taxes can present several obstacles. Transactions at investment firms can get delayed ...

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Building Wealth
October 2017

4 Year-End Tax-Savings Tips to Handle Before Thanksgiving

Tax season will be here before you know it, and taking a few steps now could leave you in a much better place come April.

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Building Wealth
October 2017

A Retirement-Withdrawal Strategy for Millionaires

The way in which you tap your assets can have long-term tax consequences for you and for your heirs.

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Building Wealth
August 2017

Kids Leaving Home? How New Empty Nesters Can Save, Invest

Whether your kids are off to college or to kindergarten, becoming an empty nester could free up a big chunk of money for parents. It could help fund your retirement or pay off your mortgage in half the time.

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