ABOUT US

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ABOUT US2020-08-14T21:11:25+00:00

Brian Littlejohn, MBA, CFP®, CFA is a fee-only financial advisor serving clients in Glenwood Springs, CO and beyond. His firm, Sherwood Investment Management, provides investment management, retirement planning, and comprehensive financial planning to help clients organize, grow, and protect their assets. Sherwood Investment Management is completely independent, acts as a fiduciary for its clients at all times, and never receives commissions of any kind.

You deserve a complete wealth management solution from an unbiased expert.

That’s why we are…

We are here to serve you.

BRIAN LITTLEJOHN, MBA, CFP®, CFA

I founded Sherwood in 2014 in order to provide clients with a different kind of investment advisory experience…one without stuffy suits & ties, sketchy product commissions, or pushy salespeople posing as financial experts. Instead, I focus on providing clients with clear, unbiased advice based on over 14 years of study and practice in the field of personal finance.

Previously, I was an advisor at a multi-billion dollar wealth management firm in the San Francisco Bay Area. Prior to moving to the Bay Area, I spent several years working with clients at a boutique wealth management firm located a few minutes northwest of Denver. Before pursuing my passion for personal finance, I served as an officer in the United States Air Force.

Today, I live in Glenwood Springs, Colorado with my wife and our two young boys. When I’m not advising clients, you can usually find me hiking or skiing through the aspen-filled forests that surround our picturesque Roaring Fork Valley.

I have been featured in the following publications:
I have earned the following relevant degrees and designations:

HOW WE’RE COMPENSATED

Independence + Fee-only compensation = Objective advice

Investment management accounts are assessed an asset-based fee per the following table:

Assets Managed                     Annual Fee

First $1 million                                  1.00%

Next $2 million                                 0.85%

Next $2 million                                 0.70%

Over $5 million                                 0.55%

For example, an account with $4 million of investable assets will be charged an annualized rate of 1.00% on the first $1 million, 0.85% on the next $2 million, and 0.70% on the last $1 million.

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CONTACT

Sherwood Investment Management

970.710.0330 1620 Grand Avenue Glenwood Springs, CO Email Us

Serving the Roaring Fork Valley and beyond, we work with clients face-to-face and virtually.

  • All inquiries will be held in the strictest confidence.

Questions We Love To Help Answer:

Can we afford a second home? How can I contribute to a donor-advised fund? What’s the best way for me to leave assets to my children? How can we maximize our Social Security benefits? How can I increase the tax efficiency of my investment accounts? What kind of retirement account is right for me? Do we have enough life insurance? How can we use our assets to generate income? Am I taking too much risk in my portfolio? When will we be able to retire?

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