Personally Invested In Your Future™

 

 

Mark R. Brown chatting with Spyder Skiwear Founder, Olympian, racecar driver and longtime client, David Jacobs.

* David Jacobs and Spyder Skiwear are not affiliated with LPL Financial

Why Should You Work With Us?

Reputation

Mark R. Brown has been recognized for nearly 20 years as a top wealth advisor by leading industry publications:

We are frequent contributors to media outlets including the following:

The Barron's top advisor award (2007-2020) is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The Forbes Best In State Wealth Advisor ranking (2017-2020), developed by SHOOK Research, is based on in-person and telephone due diligence meetings, 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 Denver Business Journal award (2006-2008, 2011, 2014, 2015, 2016, 2018-2019) based on total assets managed, credentials, compensation structure, client retention rate and quality of practice. Financial Times Top 400 Advisers award (2014, 2017-2018) is based on 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. Worth Top 100 & Top 250 awards (2007-2008) are based on expertise, integrity and dedication to the field of wealth management.

Simplification

We are educators. We have spent decades creating tools that help simplify the complex so that our clients understand the financial decisions that affect their lives.

Goal: Minimize Taxes | Benefit: Less Taxes = More Money Therefore, more opportunity to do the things you want to do Turn On or Off Flexible Sources of Income Retirement Accounts Return of Basis Interest & Dividends Capital Gain/Loss Pension & Social Security Earned Income
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Exclusivity

We seek to provide a highly responsive team and a memorable client experience. We cannot do that by trying to be all things to all people or by taking on thousands of clients. So we are very selective by limiting the number of clients we serve and ensuring that they are like-minded.

  • Staff-to-Client family ratio: 1:10
  • Household assets under management minimum: $2 million
  • Client retention rate: 98% (past five years)
  • 10+ year client relationships: Greater than 50%
  • Experienced Team: 5 CFP® Practitioners Averaging 20 Years in Industry

Proactivity

We worry so that our clients don't have to. Our Retirement Shock Absorber® and the Recession Prep Scorecard are part of the methodology that enables us to proactively plan for our clients. Upfront Hindsight means anticipating potential problems before they occur.

Retirement Total Control Some Control No Control ▪ Asset Allocation ▪ Discretionary Expenses ▪ Income Tax Burden ▪ Assets Available / Liquidity ▪ Global Pandemic ▪ Market Returns / Legislation Retirement Total Control Some Control No Control

OUR PLANNING PROCESS
IS A TWO-WAY STREET

Your values, concerns, priorities, and objectives are unique. Your financial plan should be one-of-a-kind, too. We start by asking questions so we can understand what you value most. Then we work to marry your situation and goals effectively.

After designing and implementing your personalized financial plan, we monitor its performance, keeping in close contact with you and amending your plan as life circumstances and world events dictate. We champion the idea that a personalized financial plan is your steadfast path to financial security and confidence.

“You’ve got to be very careful if you don’t know
where you are going because you might not get there.”

Yogi Berra

INVESTMENT MANAGEMENT:
INVESTING WITH DISCIPLINE

Because financial planning and investment management are dynamic and fluid by nature, as circumstances and goals change over time, we make adjustments to your plan and investment portfolio.

We’ve found that a logically conceived, diversified investment and financial plan provides the framework to manage life’s unpredictable nature. Giving perspective in a big picture way helps all of us make better decisions in changing times.

INVEST WITH A PLAN

THE 7 STEPS

  1. CLARIFY GOALS AND OBJECTIVES
  2. ASSESS RISK TOLERANCE
  3. DESIGN PERSONAL WEALTH PLAN
  4. DEVELOP INVESTMENT STRATEGY
  5. DETERMINE ACCOUNT STRUCTURE
  6. CONSTRUCT PORTFOLIO
  7. MONITOR, REBALANCE, MODIFY