Brownlee Wealth Management

06/01/2026

Honored to be featured by Financial Planning in their "Know Your Niche" series.

When I started Brownlee Wealth Management, the goal wasn't to build the biggest firm, it was to become the best firm possible for a specific group of people with unique planning needs. By focusing on a niche, creating highly targeted content, and consistently showing up with solutions, we've been fortunate to grow into a firm serving incredible clients across the country.

A big thank you to the Financial Planning team for sharing our story. I hope there are a few takeaways here for advisors who are considering building a more specialized practice of their own

Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.

05/15/2026

The average investor is more informed than they were 20 years ago.

Basic concepts like index funds are now widely understood.

05/14/2026

Portfolio decisions should account for behavior.

Because the worst outcome is abandoning the plan at the wrong time.

05/13/2026

Passive investing is a strong foundation.

But there are still reasons to deviate depending on the situation.

05/12/2026

Investment decisions aren’t one-size-fits-all.

Without context, even simple questions about where to invest are difficult to answer.

05/06/2026

Price return doesn’t tell the full story.

In fixed income, focusing only on price can be misleading. Total return provides a more complete view of how an investment is actually performing.

Listen to the full conversation wherever you get your podcasts.

05/05/2026

Passive investing is often oversimplified.

In reality, no one is fully passive. A truly market cap weighted portfolio would include far more exposure than most investors are comfortable with.

Listen wherever you get your podcasts!

05/05/2026

There’s growing momentum behind Dallas as a financial hub.

Listen to the full conversation wherever you get your podcasts.

05/01/2026

It’s not just corporations and executives moving to Texas.

The long-term migration trend has created opportunities for middle-class wealth creation as well.
Listen wherever you get your podcasts.

04/30/2026

Texas is seeing continued growth from both relocations and expansions.

Companies across industries are building significant and growing footprints in the state.
Hear the full conversation with JB Horton wherever you get your podcasts.