One client at a time

About us & Philosophy.

Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley. We use a long-term investment approach beginning with our fiduciary responsibility, acting in the sole benefit of you, our client. Thank you for your trust.

For Decades, Bell & Brown Advisors has provided strategic investment advice to clients to help them reach their personal savings goals. We take a long-term approach to our investments which begin with our fiduciary responsibility (acting in the sole benefit of the client). We build and create portfolios that are diversified and well balanced, and reflect the needs of our clients We invest in great companies with dominant positions and strong management. High grade fixed income securities add balance and income to your portfolio.

Our goal is to tailor your account(s) to your individual needs, objectives, and risk tolerance.

Simply put, We invest the old-fashioned way. We buy our clients QUALITY STOCKS & BONDS

Lantz Bell
Managing Partner

Our Services

Professional Investment Management
  • Discretionary portfolio- Asset based-fee structure
  • Non-Discretionary portfolio-Asset based fee structure
  • Risk management
  • Customized service
  • Accessibility
Technology
  • Online and Mobile account Access
  • E-signature
  • E-delivery for client statements
  • Mobile deposit
  • ACH- (automatic transfer of funds)
  • Mobile app (iPhone, Android)
Access to
  • Competitive lending (margin/pledge account)
  • Checking
  • Credit card
  • ATM reimbursement
  • 350+ branches Nationwide

Our Team

Growing and fortifying your wealth is our mission

Jeff Brown
Managing Partner

Get
In Touch

Phone :

949 396 1088

Fax :

949 396 1087

Address :

Bell & Brown Wealth Advisors, LLC.
14 Corporate Plaza Dr, STE 100
Newport Beach, CA 92660

Email :

contact@bellbrownadvisors.com
support@bellbrownadvisors.com