Personally Invested In Your Future™

The Retirement Shock Absorber®

Will your plans to retire

withstand another downturn?

Get a free analysis

The Retirement Shock Absorber®

Will your plans to retire

withstand another downturn?

Get a free analysis

How Can We Help?

Find the best path to exit from my business

How much will I need from business sale to meet my goals?

How can I create sustainable income after I exit the business?

How can I minimize taxes?

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Pursue a successful and secure retirement

How has the global pandemic affected my plans to retire?

At what age can I afford to retire?

How will I “get paid” once I stop working?

Learn More

Create a meaningful family legacy

Are my heirs prepared to inherit?

What “non-financial” inheritance do I want to pass on?

Do we have all of our important documents organized in one place?

Learn More

Brown and Company has been providing strategic financial guidance and wealth management to professionals, executives, business owners, and their families, since the firm was founded in Denver, CO, more than 30 years ago.

Our wealth management firm serves clients nationally from our headquarters in Denver, Colorado. Our highly customized approach to wealth management addresses the needs of all of our clients — no matter their location in the United States.

Our Proprietary Tools and Services

As wealth management advisors with decades of experience, we offer a variety of financial planning services tailored to the needs and expectations of executives and professionals. We specialize in retirement planning, estate planning, wealth transfer, business succession planning, and more.

We aim to provide comprehensive financial planning in a way that relieves stress without adding confusion. We created a series of proprietary tools to work towards your wealth and investment plans to achieve your goals for the future.

Why Choose Brown and Company?

As a wealth management firm with more than 30 years of experience, we know that every transaction matters. We understand that preparing for the next phase of life can be difficult — even intimidating. Our clients take comfort in having a plan that is designed to reach their goals, regardless of what happens in the markets or the economy. Click here to learn more about why families choose to work with us.


Brown and Company is a nationally recognized, private wealth management firm in Denver, CO, specializing in comprehensive financial planning and independent investment advice. Click here to see our list of awards.

The 2009-2018 Barron’s Top 1,200 was awarded to Mark R. Brown. Barron’s awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The 2013-2015 & 2017-2018 Financial Times Top 400 Financial Advisors were awarded to Mark R. Brown. Financial Times Top 400 2015  Financial Advisors minimum criteria: Financial advisors managing at least $300 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility. The 2018 Forbes Best In State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. The 2007 Worth Top 100 & 2008 Top 250 awards are based on expertise, integrity and dedication to the field of wealth management. The 2007-2010 Registered Rep Top 100 awards are based on assets under management. The 2018 Colorado Biz award based on reader votes of companies they would trust to take care of their colleagues and friends.