Mark R. Brown

CFP® Managing Partner

OVERVIEW

Mark R. Brown is the Managing Partner of this financial planning-based wealth management firm that offers independent investment management advice and financial services in a family office environment. Since 1983, Mr. Brown has provided strategic financial guidance to help manage the wealth of professionals, executives, business owners and their families, throughout the United States. Mark is a 36-year veteran of the field.

AWARDS & RECOGNITION*

  • Financial Times Top 400 Advisors List (2013, 2014, 2017, 2018)
  • Forbes Top 200 Advisors List (2016)
  • Forbes Top 250 Advisors List (2017, 2018)
  • Barron’s Magazine – Top 100 Independent Financial Advisors (2007–2008)
  • Barron’s Top 1,200 Advisors State by State: Colorado (2014-2018)
  • 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 – 2018)
  • 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, 2018)
  • Who’s Who in Denver Business/Financial Planning (2000)

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

CREDENTIALS

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

AFFILIATIONS & ORGANIZATIONS

  • Financial Planning Association (FPA) — Member
  • Metro Denver Executive Club — Member

PHILANTHROPIC AFFILIATIONS & ORGANIZATIONS

  • 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

*Barron’s awards are based on assets managed, revenue, and quality of practice. DBJ Top 25 Colorado Wealth Advisors award based on cre-dentials, compensation structure, client retention rate and quality of practice. DBJ Forty Under 40 award based on notable accomplishment in the community. DBJ Top 20 Investment Managers and Financial Planners award based on total assets managed. Registered Rep awards based on assets under management. Worth awards based on expertise, integrity and dedication to the field of wealth management. Denver magazine award based on 20 categories of practice management such as experience, credentials, philosophy and fee structure among other factors. The Five Star Wealth Manager award for 2012, 2013 & 2015 is based on 10 objective criteria associated with providing quality ser-vices to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2012, 2013 & 2015 Five Star Wealth Managers. Who’s Who in Denver award is based achievement in the profession.

Best of Colorado Wealth Managers & Financial Planners as reported by the Biz Magazine Readers Choice 2015 & 2018 polling results.