Scott Bown is a seasoned Certified Financial Planner® with over two decades in wealth management, insurance, and financial services—formerly with Vanguard, American Express Financial Advisors, and United Bank.
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You’re caring for someone you love — and you need support of your own.
You want the people around your decisions aligned and heard.
Scott Bown is a seasoned Certified Financial Planner® with over two decades in wealth management, insurance, and financial services—formerly with Vanguard, American Express Financial Advisors, and United Bank. Driven by personal caregiving experiences, he launched Caregivers Resource Group to serve family caregivers through educational, empathetic, and actionable financial guidance. He’s a recognized community builder and educational advocate in the caregiving space.
What they offer: Fee-Only, Advice-Only Financial Planning, transparent flat-fee support—no commissions, no product sales. A customizable financial planning framework designed specifically for caregiving circumstances. Hourly consultations, project-based planning, and ongoing adaptive support.
A membership model offering group coaching, tools, and community support. Strengths: Over 20 years of expertise in financial services and caregiving advocacy. Creator of the FamilyCare Playbook™ National speaker and thought leader featured in The Wantrepreneur Show.
Special offers: Complimentary strategy sessions tailored for caregiving needs.
Advocate for family caregivers and fee-only financial expert Scott Bown , founder of Caregivers Resource Group, brings over 20 years of experience as a CFP® and MBA to support those navigating caregiving with confidence. Through his flat-fee, advice-only approach, he provides dynamic financial strategies tailored to caregivers’ evolving needs—empowering them to care for loved ones without sacrificing their own financial independence.