Mark R. Brown, CFP®

MANAGING PARTNER

Mark R. Brown is the founder and Managing Partner of Brown and Company, a financial planning-based wealth management firm that offers independent investment advice in a family office environment. Since 1983, Mr. Brown has provided strategic financial guidance to help manage the wealth of his clients throughout the United States.

Mr. Brown is a thought leader in the wealth management industry. He has appeared frequently as a commentator and wealth management expert across a variety of media, including: CNBC, NBC, ABC, Fox News, The Wall Street Journal and Money Magazine. He has been frequently awarded and recognized for his work as a financial advisor.

Mr. Brown has built his company, and its highly credentialed team of professionals, around a transformative client experience. Brown and Company’s growth continues to this day. A 36-year client track record and a 98% client retention rate speak to the success of his efforts. Mark and his wife Rachel have three boys and are very active in the Denver community with several philanthropic organizations.

AWARDS & RECOGNITION*

Financial Times Top 400 Advisors List (2013, 2014, 2017, 2018)
Forbes Top 200 Advisors List (2016)
Forbes Best in State Wealth Advisors (2017, 2018, 2019, 2020)
Barron’s Magazine – Top 100 Independent Financial Advisors (2007–2008)
Barron’s Top 1,200 Advisors State by State: Colorado (2014-2020)
Barron’s Top 1,000 Financial Advisors (2009-2013)
Denver Business Journal – Top 20 Colorado Wealth Advisors (2006-2008, 2011, 2014)
Denver Business Journal – Forty Under 40 (1998)
Denver Business Journal – Top 25 Investment Managers and Financial Planners (2007, 2011, 2014-2020)
Registered Rep. Magazine – Top 100 Independent Advisor (2007–2010)
Worth Magazine – Top 250 Wealth Advisors (2008)
Worth Magazine – Top 100 Wealth Advisors (2007)
DENVER Magazine – Premier Colorado Advisor, Recognized for Financial Planning excellence (2010)
5280 Magazine and Colorado Biz Magazine – Five Star Wealth Manager (2012-2013, 2015)
Best of Colorado Biz Magazine – Wealth Managers & Financial Planners (2015)
Who’s Who in Denver Business/Financial Planning (2000)

CREDENTIALS

CERTIFIED FINANCIAL PLANNER™ designation, 1984
Series 7 registration, held with LPL Financial
Series 63, 65 registration, held with LPL Financial

PHILANTHROPIC AFFILIATIONS & ORGANIZATIONS

Financial Planning Association (FPA) — Member
Metro Denver Executive Club — Member
Colorado UpLift – Development Board Member
Colorado Open Golf Foundation, The First Tee of Green Valley Ranch – Past Board Member
Rotary Club of Denver Southeast Foundation, District 5450 — Member & Past President

MEDIA – Frequent Commentator and Professional Resource for:

Financial Times 400 Top Financial Advisers 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 Forbes Best-In-State Wealth Advisor and America’s Top 200 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. Barron’s awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. DBJ Top 20 Colorado Wealth Advisors award is based on total assets managed. DBJ Forty under 40 award is based on notable accomplishment in the community. DBJ Top 25 Colorado Wealth Advisors award is based on credentials, compensation, structure, client retention rate and quality of practice. Registered Rep awards are based on assets under management. Worth awards are based on expertise, integrity and dedication to the field of wealth management. Denver magazine award is based on 20 categories of practice management such as experience, credentials, philosophy and fee structure among other factors. Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Colorado Biz award based on reader votes of companies they would trust to take care of their colleagues and friends. This may not be representative of the views of other clients and are not indicative of future performance or success.

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