Home>About us>Our Founders>Mark R. Brown, CFP®

Mark R. Brown, CFP®

Managing Partner

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 1988, the firm has provided strategic financial guidance to help manage the wealth of professionals, executives, business owners and their families, throughout the United States. Mr. Brown is a 33-year veteran of the field.

Awards & Recognition*

  • Financial Times Top 400 Advisors List (2013, 2014)
  • Barron’s Magazine – Top 100 Independent Financial Advisors (2007–2008)
  • Barron’s Top Advisors State by State: Colorado (2009-2016)
  • Barron’s Top 1,000 Financial Advisors (2009-2016)
  • 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 – 2016)
  • Registered Rep. Magazine – Top 100 Independent Advisor (2007–2010)
  • Worth Magazine – Top 250 Wealth Advisors (2008)
  • Worth Magazine – Top 100 Wealth Advisors (2007)
  • Best of Colorado Biz Magazine – Wealth Managers & Financial Planners (2015)
  • DENVER Magazine – Premier Colorado Advisor, Recognized for Financial Planning excellence (2010)
  • 5280 Magazine and Colorado Biz Magazine – Five Star Award for “Best in Wealth Manager Client Satisfaction” (2012-2013, 2015)
  • Who’s Who in Denver Business/Financial Planning (2000)

Media

Frequent Commentator and Professional Resource for:

  • CNBC
  • NBC and ABC
  • 9 News
  • Fox 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 registration, held with LPL Financial
  • Series 65 registration, held with LPL Financial

Affiliations & Organizations

  • Financial Planning Association (FPA) — Member
  • Metro Denver Executive Club — Member
  • Quarterly Forum Club — Member
  • 50 for Colorado – Class of 1997 — Member

Philanthropic Affiliations & Organizations

  • The Brown Box Fund – Founder
  • Colorado UpLift – Development Board Member
  • Colorado Open Golf Foundation, The First Tee of Green Valley Ranch – Board Member Emeritus
  • I Have A Dream Foundation Colorado
  • Rotary Club of Denver Southeast, 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 credentials, compensation structure, client retention rate and quality of practice. DBJ Forty Under 40 award based on notable accomplishment in the community. DBJ Top 18 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. 5280 & Colorado Biz Award in 2009 was based on the Five Star Wealth Manager. This is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience. The 5280 & Colorado Biz award for 2012, 2013 & 2015 is based on 10 objective criteria associated with providing quality services 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 polling results

Financial Planning offered through Brown & Tedstrom Retirement Planning, Inc., a Registered Investment Advisor