Profile

Financial Advisor / Wealth Management

Finance

B2B Fredericksburg Area, VA

B2B Visitor Liaison

For over a decade, I have partnered with business owners, entrepreneurs, and executives to help them navigate complex financial decisions and build enduring wealth for their companies, families, and legacies. As an MBA graduate and CERTIFIED FINANCIAL PLANNER™ professional, I specialize in delivering strategic financial guidance that integrates personal wealth, business interests, and long-term growth.
My approach is shaped by my time as a Marine Corps officer, where I developed the discipline, leadership, and precision that now serve my clients as they manage their most important financial priorities. From optimizing business retirement plans and reducing tax liabilities to preserving wealth and planning for ownership transitions, I provide tailored solutions that help owners strengthen both their personal and business financial positions.
Raised in Midland-Odessa, Texas, my journey from the Marine Corps to wealth management reflects my passion for strategic planning, problem solving, and service. Whether supporting business owners preparing for liquidity events or guiding executives through complex retirement strategies, I am committed to helping clients achieve financial clarity and confidence.
When not advising clients, I pursue my own goals through marathon training, golf, and time with my family. As a husband and father, I understand firsthand the importance of financial security for future generations.

ALNA Wealth Management

Wealth Manager

1125 Emancipation Hwy Suite 400

Fredericksburg

Virginia

22401

Founded in 2020 by Lamont Brown, CFP®, AIF®, MBA, ALNA Wealth Management was established to provide business owners and families 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.

Strategic Wealth Management
- Integrated Personal & Business Financial Planning
- Business Retirement Plan Design & Management
- Tax Planning & Optimization
- Risk Management & Business Protection
- Legacy & Estate Planning Coordination
- Ongoing Portfolio Management

I work with successful business owners and high-income professionals, typically between the ages of 45 and 65, who are navigating the complexities of growing wealth, managing tax exposure, and preparing for retirement or business transition. They often have $500,000 or more in investable assets and are looking for a trusted advisor to help integrate their business and personal financial strategies. My ideal clients value expert, proactive guidance to optimize retirement income, minimize lifetime taxes, protect their business and family, and create a lasting financial legacy.

1-19

$1M-$15M