Nationally Recognized

National Award-Winning
Wealth Management Firm

Business Owners, Executives, Professionals and High-Net-Worth Individuals

When you’re looking ahead to the next stage in life, Brown and Company is the Denver wealth manager you need. Our team of wealth management experts will develop a customized financial plan paired with a thoughtful investment strategy to help you reach your goals, regardless of what happens in the markets or the economy.

Choose the wealth manager with:

  • 30+ years of experience
  • Staff-to-client ratio of 1:15
  • 99% client retention rate
  • Average client tenure of 11.6 years
  • Commitment to objectivity
  • National recognition

Financial Guidance and Wealth Management

Mark R. Brown founded the company in 1988, when the financial planning industry was in its infancy. He saw a need for individuals to pursue and achieve long-term financial independence and fulfilled that need by delivering a new service: one that merges a traditional business plan with a personal financial plan. Today, Brown and Company’s experienced wealth managers create sophisticated plans for business professionals, corporate executives and families in an understandable and flexible manner.

Man in suit.

Dependable Wealth Management Team That Puts Your Needs First

We are committed to maintaining the highest fiduciary standards, which means that we always put your best interests ahead of ours. When you work with Brown and Company, you receive unbiased advice for protecting and growing your assets, so you achieve the financially secure future you deserve.

Industry Leader in Private Wealth Management Services

We provide a full range of services, all of which are customized to you:

  • Retirement Planning
  • Investment Planning
  • Tax Planning
  • Estate Planning
  • Education Planning
  • Philanthropic Planning
  • Business Exit Strategy

Let Brown and Company eliminate the stress and uncertainty of wealth management as we guide you into and through retirement. Wouldn’t you prefer to entrust our experts with this important task, while you spend your time doing what you enjoy?