say hello to

our purpose.

At Hello Wealth, we exist for people with potential—not just high balances. We believe that smart financial decisions, especially during your peak earning years, can unlock freedom and peace of mind for decades to come. Our work is about more than portfolios. It’s about helping you align your money with what matters most, so you can move forward with clarity and confidence.

This is what guides us.

what we do

We help high-earning professionals and business owners make smart money decisions by providing tailored financial planning, investment management, and wealth coaching.

why we do it

We believe in a future where people with high potential—not just high balances—have access to the guidance and tools they need to achieve financial freedom on their own terms.

clarity & simplicity

For our clients, we simplify the complex and offer advice rooted in empathy, honesty, and trust.

learning & growth

For our team, we foster a culture of curiosity, personal development, and shared purpose.

trust & discipline

As a firm, we operate with transparency, discipline, and a commitment to doing the right thing over the easy thing every time.

service & impact

We believe in building stronger, more resilient communities—by giving back ourselves and by empowering clients to create prosperity that strengthens communities.

clark brown

I began my career over 35 years ago selling tax-free municipal bonds. Back then, I was a broker—helping people buy investments. But over time, I realized I wanted to do more than sell products. I wanted to give people guidance they could trust.

That led me to a role in investment management at a trust company, where I learned what it meant to be a fiduciary—someone legally and ethically committed to acting in a client’s best interest. That shift changed everything. I came to believe it was the best way to truly help people, and I became passionate about helping other "recovering brokers" make that same transition.

For more than 25 years, I worked as a consultant and coach to financial advisors, helping thousands move beyond transactions and genuinely serve their clients. That work gave me the opportunity to influence how many of the largest financial institutions in the world prepare their advisors—and in doing so, to make a difference for millions of families on their financial journeys.

Now I’ve come full circle, returning to personal advising through Hello Wealth. I’m here to help individuals and families cut through the noise, plan with clarity, and use their money to create freedom and meaning in their lives.

What does your wealthily ever after look like? Let’s make it happen.

Clark Brown, CWS®

Email | LinkedIn

Live Wealthily Ever After →

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hayley brown

How does a trained actor and marketing content writer end up becoming a financial planner? For me, the journey started as it does for many creatives—juggling part-time gigs, avoiding my bank balance and credit card statements, and convinced a budget couldn't work for someone like me with such wildly inconsistent income.

Tired of the constant stress of not having a plan, I dove headfirst into the world of personal finance out of my own desperate necessity. What began as a way to help myself quickly turned into a passion for helping others gain the clarity and confidence I had been missing.

Today, I’m thrilled to be working alongside my dad, Clark Brown, at Hello Wealth. I’ve passed the Series 65 License Exam and am currently pursuing certification as a YNAB (You Need A Budget) Coach. I’ve already begun working with clients on budgeting—helping them take control of their cash flow, align their spending with their values, and feel empowered in their financial lives.

My background in storytelling and communication helps me translate complex topics into approachable conversations. I love helping clients discover that doing the work to gain financial clarity is not only possible no matter what their situation, it is so worth it—even, dare I say, fun.