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.
BRIAN LITTLEJOHN, MBA, CFP®, CFA
I founded Sherwood back in 2014 in order to provide clients with a different kind of advisory relationship…one without stuffy suits & ties, sketchy product commissions, or salespeople posing as financial experts. I built the firm on a foundation of integrity and trust, because doing what is right for our clients is better for them and for us. Prior to founding Sherwood, I was an advisor at a wealth management firm in Boulder, Colorado. There, I was responsible for implementing investment strategies for $250 million in client assets. Before pursuing my passion for personal finance, I served as an officer in the United States Air Force. I flew several types of aircraft before transitioning into the engineering field. As an engineer, I managed large-scale construction projects in the United States and overseas. When I’m not advising clients or teaching personal finance courses, I enjoy spending time with my family, playing tennis, hiking, skiing, and traveling.
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
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.
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?