Robert Brown

Robert Brown, CFP®

Managing Director

Rob has over 25 years of experience helping clients navigate their wealth and investment planning decisions. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth AdvisorTM (CPWATM) and earned his bachelor's degree from Bowdoin College. Prior to joining United Capital Financial Advisors, LLC, he was a founding partner at both Capstone Wealth Management, LLC and Apexium Financial, LP, which he managed for over two decades and was responsible for managing more than $4B in client assets.

---

*Disclosures: Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Integrity Alliance, LLC, a registered broker-dealer, member FINRA & SIPC. Integrity Wealth is the marketing name for Integrity Alliance, LLC. United Capital is not affiliated with Integrity Wealth.

Integrity Wealth Form CRS

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.
Check the background of this firm on FINRA’s BrokerCheck.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

  • Share your current situation and goals
  • Receive an introduction to an advisor
  • Get your financial questions answered

"*" indicates required fields

Name*
ZIP Code*
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

By providing a telephone number and submitting this form you are consenting to be contacted by a phone call (primarily) and/or SMS text message. SMS text message & data rates may apply. Message frequency may vary. Reply Help for more information. Reply STOP to opt out of further SMS text messaging. Please click here to view our Privacy Policy.