PlanDynamic, LLC is a fee-only fiduciary, as defined by the CFP Board of Standards, meaning the only revenue we receive is from you, our client. There are no commissions for recommending investments or products, nor any ‘kickbacks’ for making referrals to other financial professionals, such as estate planning attorneys or residential/commercial loan officers. We provide options for how clients can work best with us to evolve their financial independence, and all options allow us to be fiduciaries working in the best interest of our clients.
GLENN BROWN, CFP®, CPRC®, MBA
Founder & Principal
Glenn Brown is a Certified Financial Planner™, portfolio manager and founder of PlanDynamic, LLC, a fee-only Registered Investment Advisor which helps clients build, evolve and sustain their financial independence.
Prior to starting the firm, Glenn served as Managing Director, Portfolio Strategist for Windhaven Investment Management and has over 24 years in wealth management including roles with Charles Schwab, Bank of America and Columbia Management.
Glenn has an MBA in finance from the Carroll Graduate School of Management at Boston College and has a BA in liberal arts from University of New Hampshire. He holds both the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CPRC®) designations.
His time is also spent as a mentor for Year Up Boston, raising a family with his wife, Karina and introducing music to their two young daughters, including dancing with them to concert videos of “David” Byrne, “Jimmy” Page, “Freddie” Mercury and Prince.
A MESSAGE FROM GLENN BROWN
Few are able take ownership of a vision that coincides with their passion, and I am grateful for this opportunity. I'm inspired by entrepreneurs whose drive and accomplishment sustains to benefit others, even fortunate to have helped some execute.
PlanDynamic is my vision of providing access to ongoing, personal CFP® relationships, interactive technology and dynamically managed portfolios to build, evolve and sustain financial independence for clients.
The year 2017 is a compelling time to launch. Take the positive wealth effects created by central banks growing asset prices, our economic expansion and the second longest bull market for US equities. They have felt good. So good, that many individuals have gone from confident to complacent. Worse, their advisors just say "yes" to newly added goals being achieved by continuously increasing investment growth projections. Rather than leading a difficult conversation about all goals now tied to unrealistic expectations, they shift client experiences to invites for exclusive events and social media photo ops.
Forgotten are the best practices done to build wealth and sustain financial independence.
Now, more than ever, is the time to understand priorities, review all financial aspects, continue to take measured steps and complete goals within your vision of independence. This is where I see opportunity to guide those who want to think different and focus on their why.
Being financially independent is about having choices. Many equate it to being independent from the need to work, a.k.a. retirement. Therefore, it becomes a goal off in the distance that people do the minimum today, dream big and worry about the details of doing more tomorrow.
Instead, focus on what meaningful work or activities might be, the beneficial outcomes and the new and productive opportunities to explore when you’re able to reallocate time and resources.
Yes, it sounds aspirational and not for everyone. However, if this motivates you, we can be your guide.
At PlanDynamic, we will help you
focus on your why.
enjoy the journey.
Founder & Principal