Brown’s Inclusion in The 2026 Ranking Highlights His Work Helping Clients Navigate The Complexities of Financial Planning
(UCBJ) – Matt Brown CFP®, CEO of 304 Family Wealth, has been named to the Forbes 2026 Best-In-State Next-Gen Wealth Advisors List, recognizing up-and-coming financial advisors across the country for their commitment to client service, professional excellence and the future of wealth management.
Recognition Highlights Local Advisor Commitment to Clients
Brown’s inclusion in the 2026 ranking highlights his work helping clients navigate the complexities of financial planning and investing while keeping their long-term goals at the center of every decision.
The Forbes ranking, developed in partnership with SHOOK Research, evaluates advisers using a methodology that incorporates both quantitative and qualitative criteria. The evaluation process includes factors such as industry experience, compliance records, assets under management and in-depth interviews.
For Brown, the recognition reflects not only his work as an advisor but also the relationships he has built with clients and the trust they place in 304 Family Wealth.
“Being recognized by Forbes is a tremendous honor and a reflection of the commitment we have to our clients,” Brown said. “Our focus has always been on helping people make thoughtful financial decisions and stay focused on what matters most to them over the long term. I’m grateful for the opportunity to serve our clients and our community.”
Next Generation of Wealth Management Leaders
The Forbes Best-In-State Next-Gen Wealth Advisors recognition highlights professionals who represent the next generation of leaders in the wealth management industry and are helping shape the future of financial advice.
About Raymond James Financial Services
Raymond James Financial Services provides tailored financial advice for a life well planned. Its clients, representing a wide range of ages and occupations, have unique goals, needs and financial situations.
The company provides comprehensive financial planning designed to bring order and organization to clients’ financial lives while helping them work toward their goals and dreams.
For more information, visit Raymond James Financial Services.
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