Mark R. Brown CFP®

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:
CNBC | NBC | ABC | Fox News | 9 News | The Wall Street Journal | LA Times | Money magazine | Newsweek | Time magazine | Denver Business Journal | The Denver Post | Chicago Tribune | Investment News | Journal of Financial Planning