Scott P. Bown

With 20+ years across Vanguard, Ameriprise Financial (formerly American Express Financial Advisors), United Bank, and my own advice-only practices, I’ve seen how caregiving pressures collide with finances—and how a clear, calm plan changes everything.

I focus on two groups: families caring now and those preparing ahead. My role is part strategist, part coordinator: I translate complex choices into plain English, create step-by-step action plans, and work with your attorney, CPA, and HR/benefits so decisions turn into done.

I’ve served as Power of Attorney and Executor for relatives, so I understand the real-world frictions caregivers face—account access, forms, deadlines, and family dynamics. A client once said, “I wish I had known,” after struggling to help her mom with dementia. That moment pushed me to build Caregivers Resource Group.

Everything here is flat-fee and fiduciary—no product sales, no AUM, no pressure. Expect clear meetings, documented next steps, and follow-through.

My mission is simple: give you clarity, confidence, and a path you can actually follow—so care stays centered on your loved one, not the logistics.