Who is Brown Group Planning?

Brown Group Planning is an independently managed, boutique advisory firm dedicated to serving the financial needs of UPSers, their families and friends. BGP is a partnership of four financial advisors with over 100 years cumulative experience in the financial services industry. We have an experience and growing support staff to help us deliver concierge service to each and every client. We offer a holistic financial planning experience by maintaining an extensive network of unaffiliated professionals, service providers, vendors and insiders.

We seek to be THE Trusted Advisor for UPS employees by operating with the highest integrity and complete transparency. Our advisors maintain a thorough understanding of the unique culture and benefits structure of UPSers and are here to provide you with valuable advice and exceptional service.