Brown and Company is a nationally recognized, private wealth management firm in Denver, CO, specializing in comprehensive financial planning and independent investment advice. 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. 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.
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. 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.
Services
When Mark R. Brown founded his company, comprehensive financial planning and private family wealth management were in the beginning stages. The industry itself was still forming when Mark had an idea: for clients to pursue and actualize long-term financial independence, he had to deliver a new service and that service was to merge a traditional business plan with a personal financial plan.
Mark R. Brown chatting with Spyder Skiwear Founder, Olympian, racecar driver and longtime client, David Jacobs. 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.
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.
The truth is retirement is a balancing act. It is important to understand the key drivers of a successful retirement. Those drivers, as shown below, allow our clients to decide what is important to them. For example, if our client tests for a low risk and low return portfolio how does that relate to their spending requirement?
We stand behind a unified and single goal: to help each client maintain long-term independence and financial security. We look forward to serving you. We start with a 15-minute phone conversation to assess your opportunities to reduce taxes, minimize risk, and create sustainable income. If interested, please provide your information below and we will be in touch to schedule a call.
We appreciate your interest in Brown and Company. Brown and Company is now located at 250 Fillmore Street, Suite 475, Denver, CO in Cherry Creek. Brown and Company is a nationally recognized, private wealth management firm specializing in comprehensive financial planning and independent investment advice.
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