I help families make confident financial decisions during caregiving and aging transitions.
20+ years in financial planning, shaped by real-world experience serving as POA and Executor for family members.
• Care + money decisions together
• Advice-only, flat-fee model
• No products, commissions, or pressure
• Clear communication during stressful transitions
• 20+ years experience
• Caregiving specialization
• Fiduciary, advice-only approach
• Real-world POA/Executor experience
• Coordination with attorneys, CPAs, HR teams
Explore Scott’s professional journey, media features, podcast appearances, and thought leadership on caregiving and financial guidance. Learn about his designations, affiliations, and decades of experience helping families navigate complex financial and caregiving decisions.
You’ll see your full picture—not just spreadsheets.
Schedule a Strategy Call – We’ll talk about your situation and goals.
Receive a Flat-Fee Proposal – Transparent pricing, no surprises, no product sales.
Get It Done – We’ll create clear steps and coordinate as needed with your other professionals.
Scott P. Bown, MBA, CFP®, provides flat-fee, fiduciary financial guidance and investment advice for families navigating caregiving and aging transitions, delivered virtually from Pittsburgh, PA to clients across Pennsylvania and nationwide.