Paul Brown

Investing, Small Business, Lifestage Based Planning
“With more than 20 years experience, Paul Brown is uniquely positioned to help business and practice owners, career professionals and self-employed individuals successfully navigate the complexities of their total wealth picture.”

Clearstone Wealth Management LLC/IPI Wealth Management Inc.

Job Title:



For more than twenty years, Paul Brown has worked closely with business owners, partners, professionals and family leaders to design and implement effective strategies for their company’s growth, renewal, turnaround and succession. After working as a consultant for Moss Adams, one of the nation’s largest accounting and consulting firms, he became convinced that standardized approaches and cookie-cutter solutions seldom produce lasting, meaningful results. He took a different approach; one that focused on meeting the unique needs, challenges and expectations owners face throughout the life-cycle of their business or professional practice.

Paul has been a hands-on advisor and "interim executive" in the financial industry and has worked with firms and privately owned businesses throughout the United States, including Hawaii and Alaska, and in Eastern Europe.

He started Clearstone Wealth Management, a fee-only investment advisory firm, to help business owners, family enterprises and career professionals prepare for when they face the unique challenges that come when their business, investments and other sources of income and wealth converge to support their long-term and legacy goals.

In addition to having a graduate degree from Bellevue University, Paul is a proud member of the University of Iowa Alumni Association (Go HAWKS!) and a life-long fan of the Chicago CUBS. Yes, he had tears in his eyes when the CUBS won the 2016 World Series.

In his spare time, Paul plays golf, skis and enjoys his family. In warm weather, he can be found riding his motorcycle through one of the area's beautiful mountain ranges.


MA, Leadership, University of Iowa and Bellevue University

Assets Under Management:

$900 million

Fee Structure:


CRD Number:



Investment advice offered through IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 65222. PHONE: 217-425-6340. Clearstone Wealth Management LLC is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.

All Articles
Sort By:
Most Helpful
June 2017
    401(k), Retirement Plans, Retirement Savings
June 2017
July 2017
    Retirement Savings, Small Business
June 2017
    Small Business
June 2017
    Exit Strategy, Small Business, Investing

All Answers
Sort By:
Most Helpful
    Investing, Asset Allocation, Stocks
What are good long term investing strategies for dividend income?
86% of people found this answer helpful

I know that I am expected to give an editorialized answer to your question so as to provide more information than you requested. But, since you asked for something specific, let me provide the same. You can purchase the following ETFs in your brokerage account:

Vanguard High Dividend Yield ETF (VYM): Tracks the FTSE High Dividend Yield Index consisting of high-yielding US stocks and has generally done well over multi-year periods.

iShares US Preferred Stock ETF (PFF): Relatively safe fund holding just under 300 different preferred stock issues. About 85% are issued by US companies and the UK and Netherlands make up most of the remainder. 

Vanguard Dividend Appreciation ETF (VIG): Tracks the NASDAQ US Dividend Achievers Select Index which includes stocks that have grown their dividends for 10 years in a row or more. As a result, it leans toward large-cap stocks and limits individual stocks to no more than 4% of the index. 

Good luck. 

August 2017
    Marriage / Divorce, 401(k), Taxes
Can a divorced parent rollover their 401(k) into their child's 529 plan without incurring a penalty?
67% of people found this answer helpful
last month
    Debt, Retirement, 401(k)
Should I use my 401(k) to pay off high interest credit card debt?
67% of people found this answer helpful
October 2017
    Debt, Real Estate
Should I refinance to a secured 30 year conventional loan?
67% of people found this answer helpful
September 2017
    Financial Planning, Investing, Starting Out
Which is the best market to invest in for someone just starting?
67% of people found this answer helpful
June 2017