Brownlee Wealth Management

06/24/2026

Financial success doesn't make risk disappear.

For families, life and disability insurance often remain among the most important planning tools.

06/23/2026

Withdrawal rates aren't fixed.

Factors like age, spending needs, and time horizon can have a significant impact on what's sustainable.

06/22/2026

You can do a lot of things.

You just can't do everything.

Prioritizing what matters most is an important part of financial planning.

06/19/2026

The energy industry continues to see significant consolidation.

Multi-billion-dollar acquisitions and sales have become increasingly common across oil and gas.

06/09/2026

Hiring an advisor doesn't mean checking out completely.

A basic understanding of your investment strategy can help you stay committed when markets become challenging.

06/08/2026

When evaluating diversification, the details matter.

Even when multiple asset classes are down, the size of those declines can be dramatically different.

06/04/2026

A diversified portfolio won't outperform in every environment.

That's the point.

Diversification is designed for a wide range of outcomes, not a single market regime.

06/04/2026

The foundation of evidence-based investing is simple: own the market efficiently.

Then, if appropriate, make modest adjustments toward factors that have historically improved long-term outcomes.

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.