Michael Brown, CPA

CAPTRUST
Principal, Financial Advisor

Mike Brown is a wealth management financial advisor based in Boston.

Mike has a passion for client service. He’s responsible for business development, recruitment, acquisitions, and supporting client relationships with team members.

He joined the firm in late 2024, when Boston Financial Management (BFM) became CAPTRUST. At BFM, he served as vice chairman and managing director.

Mike practiced as a certified public accountant and attorney for 25 years, first at KPMG and then at Brown & Brown, CPAs, which he founded. That firm merged to become Marcum/CBIZ.

Education

• College of the Holy Cross, Bachelor of Arts, economics and accounting
• New England Law School, Juris Doctor

Industry Designations

• Certified Public Accountant

Professional Associations & Philanthropy

• Massachusetts Society of CPAs, Chairman
• Community Work Services for the Disabled, Former Treasurer

Awards & Recognition

• Boston Estate Planning Council Estate Planner of the Year, 2015

Away From the Office

When not at work, he enjoys playing golf and spending time with his children and grandchildren.

CapFinancial Partners, LLC (collectively referred to herein as “CAPTRUST”) is a separate entity from Beauport Financial Services, LLC. and Michael is not employed by Beauport Financial Services, LLC.

CAPTRUST is unaffiliated with Valmark Securities, Inc. and Valmark Advisers, Inc.