The term has become ubiquitous in the professional service industry. At the risk of sounding trite, we nonetheless ask you think of us that way.
Those two words epitomize our goal in service to you.
Even handed, clear value-added, consultation at a fair price. Through the years in both financial services and the legal profession, we’ve observed these criteria to be fundamental in client expectations. Responding to these reasonable expectations, Magnolia has developed an advisory platform free of product or relationship conflicts. We operate as fiduciary financial advisors, placing our clients’ interests before our own. It is this independence from industry conflict, and transparency in relationship that sets us apart from traditional professional service providers. We build our business by earning your confidence and maintaining long-term relationships.
Whether corporations, individuals or non-profit organizations, our clients value most our objective research and representation of their unique set of concerns. Sitting on the same side of the table, we first invest time with clients to assess their current situation. Experience shows talking through the questions and concerns of our clients’ helps us both identify important issues to address. This information sharing is often a first point of value exchange. While providing clients insight drawn from our technical expertise, we glean from them the essence of their underlying need. This nuanced understanding drives our research, counsel and advocacy on their behalf.
Meet the Team
Your team is customized according to your unique needs. Each engagement is developed by our Founding Principal, and staffed according to specialists best suited to fulfill your particular advisory need.
Darwin F. Brown
Darwin has over twenty years wealth management experience. In addition to more than a decade spent as an institutional portfolio manager, he is an accomplished trust and estates attorney and completed LL.M. studies specializing in tax law. He maintains a technical concentration in planning matters related to tax exempt organizations and closely-held business concerns.