Business Management With a Personal Twist
Business Management With a Personal Twist
Entertainers
Top-Tier Counseling For Professionals
In The Entertainment Industry.
Professional Athletes
Actionable Fiscal Services To Guide Highly Paid Athletes And Maintain Wealth.
Entrepreneurs
Supporting High-Net-Worth Individuals In Their Personal And Business Ventures.
Why work with us?
We strive to help our clients achieve longevity with their financial wealth to last past a lifetime by providing clear insight and the resources to manage and strategize their economic future.
Lindsey Brown, the founder of Longevity Financial Management, Inc., is often regarded as an angel and extended family member to her clients. This is because she approaches money management calmly, confidently, and clearly, which puts her clients at ease and removes the mystery and intimidation surrounding typical financial management. Read more
Longevity Financial Management is a full-service boutique business management company in Los Angeles’ San Fernando Valley. We apply a concierge approach to the financial needs of high-net-worth individuals in entertainment, sports, and business. Our team of experts has over 20 years of experience in the industry, each at the top of their field:
We deliver results
20+
Years of experience
“We think of Lindsey as an extension of our family. She takes the stress off of our plate. We love her personal approach to financial management!”
$30M
Assets under management
“Lindsey knows more about me than I know about myself, it’s funny, but it’s true. I would be lost without her knowledge and management skills.”
Entertainment Client
85%
Risk Decrease
“Lindsey and her team make my life seamless, from home and car purchases to relocating my family when needed, and everything in between.”
Athlete Client
Without the client’s knowledge, billing by the hour can amount to tens of thousands of dollars each month. In addition, financial managers handle the client’s business affairs, often signing their own checks. This means clients may need insight into the fees for their financial services, like the 1% fee charged by the investment broker or the outrageous fees to prepare tax returns and other essential financial documents. Longevity Financial Management bills a monthly retainer fee with no hidden costs. As a result, we are motivated by working efficiently to produce results rather than by billing the most hours possible.
Some financial managers may encourage their high-net-worth clients to live overly extravagant lifestyles. While taking private jets, paying for expensive vacations, and buying luxury gifts are possible with such purchasing power, it can spell disaster for long-term financial growth and security. At Longevity Financial, we consult with our clients regularly when making these decisions and ensure spending aligns with our client’s overall economic strategy. We strive to keep our clients in the game for a lifetime, not just a quarter. Giving poor or no advice on spending habits erodes financial health and almost certainly endangers the possibility of a comfortable retirement.
Regrettably, there are times when a manager or firm prioritizes their interests over their clients, whether making back door deals, intentionally withholding information, or participating in kickbacks. These self-serving practices put clients at risk, often causing them to lose money or tarnish their reputations. Working with us means having confidence that your needs, goals, and financial success are the top concerns. We are a tight-knit team of financial professionals who work tirelessly to make deals and informed decisions that are ALWAYS for the client’s benefit.
Industry knowledge and trusted financial advisor:
