• Hometown

    Atlanta, GA

  • Colleges

    University of Richmond, University of Georgia

  • Certifications

    Certified Financial Planner (CFP®)

  • Neighborhood

    Sandy Springs

  • Office Location

    Peachtree

Brandon Downs, CFP®

Principal

Brandon has served in an advisory capacity to high-net-worth families, corporate executives,
and business owners since the early 2000’s. Brandon’s expertise is focused on financial
planning, investment management and investment implementation. Brandon received his
Bachelor of Science in Business Administration with an Economics concentration from the
University of Richmond and completed the Executive Program for Financial Planning from the
University of Georgia.

Brandon started his career in banking in the small town of Jackson, Wyoming. He worked
closely with senior lenders which led to his role as an analyst for the real estate lending team
at Jackson State Bank & Trust. After nearly three years in Wyoming, he moved back to
Atlanta where he grew up to work as an Associate then Advisor within SunTrust’s Private
Wealth Management. Brandon and fellow Homrich Berg Principal, Eric Toole, then started
their own RIA, Harbor Wealth Advisors, in 2011. They quickly grew Harbor Wealth which led
them to merge with Oakbridge Partners in 2015. The team at Oakbridge joined Homrich Berg
in 2022.

Brandon currently serves on the Board of Advisors for Holy Innocents Episcopal School. His
previous board experiences include the Board of Trustees for Holy Innocents’ Episcopal
School, Horizons National, and Horizons Atlanta at Holy Innocents. The Horizons program is a
public school-private school partnership designed to help eliminate the summer achievement
gap for children from low-income households.

Brandon is an avid fly fisherman who enjoys chasing freshwater and saltwater fish in countries
around the world. He also enjoys travelling with his family, playing golf, and seeing live music.
Brandon and his wife, Lindsey, live in Sandy Springs with their two children.