Lisa Brown, CFP®, CIMA®

Partner in Charge, Corporate Professionals and Executives | Partner | Wealth Advisor

Wealth Advice

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future." Her straight forward, results oriented approach appeals to the busy professional.

Lisa is the Partner in Charge for Brightworth’s Corporate Professionals and Executives specialty. In addition to working with clients, she oversees the firm’s development strategy to serve more corporate executives with excellence and expertise specific to their complex tax and financial needs. This has been her niche for the past 20+ years. Lisa joined Brightworth in 2005 and became a Partner in 2010. In 2015 she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch”.

Her first book, Girl Talk, Money Talk. The Smart Girl’s Guide to Money After College, was published in 2019 to set young women on a smart financial path early in life. A regular columnist on Kiplinger.com, Lisa’s numerous articles and quotes on wealth management topics have also been featured in The New York Times, The Wall Street Journal, Yahoo Finance, Nasdaq.com, CNBC.com, and many more. Lisa’s been a regular financial expert guest on local news station WSBTV and frequently speaks at seminars for Fortune 500 executives, attorneys and other financial industry groups across the country. Lisa’s podcast series, Taking Stock with Lisa Brown, features regular financial content for busy professionals, in under 30 minutes.

Supporting families and children experiencing homelessness is her passion in the community. Lisa is the Treasurer and a Board member of Family Promise of Forsyth County, is the past Treasurer and chairperson of the Finance and Audit Committee for Our House, Inc., is a member of the Major and Planned Giving Committee for The Atlanta Ronald McDonald House, is a Girls on the Run coach, and serves as Vice President of the Atlanta Estate Planning Council. She is also a member of the Philanthropic Advisors Leadership Institute.

Lisa and her husband, Jason, enjoy spending time with their three children (12 year old boy/girl twins and 8 year old girl) and Corgi named Waffles. A native of upstate New York, Lisa enjoys running and has competed in half and full marathons, 30 hour adventure races, and recently has developed a passion for cycling.


Authored Content

Going Global

An international work assignment is often seen as a big career boost. But has the remote work trend eliminated the need for "boots on the ground" overseas? Lisa meets with Lisa Burkard, Managing Director of Spectrum Group Consulting to discuss what's happening.

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