We bring health and wealth together for your retirement.

Health and wealth are

amazing teammates.


We founded Health Meets Wealth to bring those powerful forces together for folks who want a long, active retirement with a plan that supports it.


We serve clients in Florida and beyond (in-person and virtually), so your money—and your energy—pull in the same direction.

Aerial view of a crowded beach with colorful umbrellas and people swimming in turquoise water.
Berton Brown
Person in suit writing on financial charts with a pen.

For founder Berton Brown, health and wealth were always a family business.

Berton R. Brown, CMT®, has been guiding clients through retirement and investment decisions since 1998. A second-generation financial advisor, he created Health Meets Wealth to solve a common problem: too many families are left juggling disconnected accounts, policies, and advice. His mission is to bring order to the noise, with one plan that combines retirement income, investments, tax awareness, and protection strategies. As a wealth manager, Berton leads with clarity and insight. Clients count on him for plain explanations, thoughtful planning, and proactive check-ins that cut through market headlines. His steady cadence helps families stay on track when conditions change.

Our philosophy

People come first.


Protect what matters most, then focus on growth.


Speak simply—clarity builds confidence, jargon just gets in the way.

Focus areas

  • Retirement income design

  • Investment planning

  • Tax-efficient coordination
  • 
  • Medicare and insurance options

What does CMT® mean?

CMT stands for Chartered Market Technician®—an advanced, globally recognized designation in technical analysis and market behavior. Professionals with this credential are trained to interpret market trends, cycles, and risks with a disciplined, evidence-based approach.


For clients, it means Berton has both the analytical tools and the behavioral guardrails to design investment strategies that are durable in practice, not just theory.