Brown

Our Story

At Brown and Company, we've been dedicated to helping high-net-worth and ultra-high-net-worth families achieve their financial goals for over three decades. Founded in 1988 by Mark R. Brown, our firm is built on a foundation of providing personalized financial planning, investment management, and wealth preservation strategies. Our team of experienced professionals takes a holistic approach to wealth management, combining traditional business planning with personal financial planning to create customized solutions for each client.

Our Team

At Brown and Company, our leaders are passionate professionals with extensive experience in wealth management. Our team members are committed to understanding each client's unique values, concerns, and priorities, and designing tailored financial plans to meet their unique needs. With a staff-to-client ratio of 1:15, we prioritize personalized service and build long-term relationships with our clients.

Our Community

As a respected member of the Denver community, Brown and Company is committed to giving back through charitable initiatives and supporting local organizations. Our firm believes in the importance of fostering meaningful relationships and creating lasting impacts in the lives of our clients and the broader community.

Awards and Recognition

We're proud to have received numerous awards and recognitions for our innovative approach to wealth management and dedication to exceptional client service. Our team's expertise and commitment to client-centricity have earned us recognition as a national award-winning wealth management firm.

Our Services

At Brown and Company, we offer a comprehensive range of services tailored to meet the unique needs of our clients. Our services include:

• Retirement Planning: Creating customized retirement plans to ensure a secure and income-generating retirement
• Investment Planning: Developing investment strategies to grow and preserve your wealth
• Tax Planning: Providing tax strategies to minimize taxes and optimize your after-tax returns
• Estate Planning: Designing comprehensive estate plans to protect your legacy and transfer wealth to future generations
• Education Planning: Creating personalized plans to fund education expenses and ensure your children's financial futures
• Philanthropic Planning: Designing philanthropic strategies to support your favorite causes and charitable giving goals
• Business Exit Strategy: Developing customized exit strategies to ensure a successful transition of your business

Tools to Help You Achieve Your Goals

Our proprietary tools and resources are designed to help you navigate the complexities of wealth management and achieve your financial goals. Our tools include the Buyout Barometer, Recession Prep Scorecard, Retirement Shock Absorber, Retirement Tax Filter, and Withdrawal Stress Test.

Your Partner in Wealth Management

At Brown and Company, we're committed to being your trusted partner in achieving financial security, confidence, and success. We believe in the power of personalized financial planning and take pride in our team's expertise and dedication to exceptional client service. We invite you to learn more about our services and approach to wealth management and discover how we can help you achieve your financial goals.