Founded in 2020 by Lamont Brown, CFP®, AIF®, MBA, ALNA Wealth Management was established to provide families and business owners with trustworthy guidance and to assist them in making informed financial decisions. The name "ALNA" is an acronym derived from the first names of Lamont's family members, symbolizing our dedication to the financial well being of the families we serve.
We specialize in assisting clients through significant life transitions—be it career changes, family planning, or retirement. Recognizing the unique challenges and opportunities these transitions present, we are committed to offering the guidance necessary for informed financial decisions that benefit you and your loved ones.
For business owners, managing both business and personal wealth presents additional complexities. Whether you're planning an exit strategy, optimizing taxes, or preparing for retirement, our structured approach seek to ensures your financial future is secure.
As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary AIF®), Lamont Brown upholds a fiduciary duty, so your interests are always prioritized.
We develop holistic strategies that encompass all facets of your financial life, from retirement and tax planning to estate considerations, creating a flexible plan that adapts as your circumstances evolve.
We believe in fostering open communication and actively involving you in the planning process, building trust helping to ensure every decision reflects your aspirations and values.
Lamont's journey from West Texas to founding ALNA Wealth Management is marked by a series of dedicated services and continuous learning:
Serving over 15 years in the United States Marine Corps, Lamont was stationed in Japan, Korea, Bangladesh, Thailand, and Iraq during Operation Iraqi Freedom.
Lamont holds an MBA in Finance from Saint Josephʼs University, an MS in Systems Engineering from George Washington University, and a BS in Management and Information Systems from the University of Arizona.
Transitioning from the military, Lamont worked in Telecommunications and Information Technology, contributing to significant projects like the Inflatable Satellite Communications Antenna for the Marine Corps. His passion for personal finance led him to roles in traditional brokerage firms and TIAA, where he honed his expertise in retirement planning.
A proud husband and father of two adult sons, Lamont is committed to health and fitness, having completed six marathons and numerous half marathons. He recently achieved a milestone of running for 453 consecutive days.
Our firm is built on the principles of service, integrity, and personalized attention. We are here to guide you through life's financial complexities, helping to ensure that your wealth serves as a foundation for achieving your goals and securing your legacy.
Financial clarity starts with a plan.
Letʼs build yours today
Investment advisory services are offered through ALNA Wealth, a registered investment advisor. All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. ALNA Wealth does not provide tax or legal advice; please consult a qualified professional for specific guidance.
Investment advice offered through Mariner Independent Advisor Network, LLC, an SEC Registered Investment Adviser. ALNA Wealth Management and Mariner Independent Advisor Network, LLC are unaffiliated entities. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.
