Bob Morrison| CFP®, CPA/PFS
Downing Street Wealth Management
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Greenwood Village, CO 80111
San Antonio, TX 78217
Broomfield, CO 80021
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Bob Morrison is a Fee-Only Financial Planner with offices near Denver, CO and San Antonio, TX and serving clients across the country. Downing Street Wealth Management specializes in providing objective financial planning, retirement planning, asset management, and tax planning to help clients grow and protect their assets through life's transitions. Bob Morrison is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Known for his outgoing personality and passion for client advocacy, Bob Morrison founded Downing Street Wealth Management to provide comprehensive, client-centered financial planning and wealth management.
In serving his clients, Bob, a CPA/PFS, CFP, draws on long experience and deep knowledge in the business and financial sectors. His background includes positions with Deloitte & Touche LLP as well as Fortune 500 companies JD Edwards, EnCana Oil & Gas and USAA, the financial services company. At USAA, Bob was an Executive Director and one of the youngest-ever members of the Executive Management Group. Today, not only is Bob a CPA, he is also a Certified Financial Planner.
Bob graduated Summa Cum Laude, with a degree in accounting, from Metropolitan State College, in Denver. He received numerous academic honors, including the prestigious President's Award, which is given to the college's top graduate and is equivalent to the Valedictorian. He was also the top graduate from Metropolitan State College's School of Business, and has received the Colorado Society of CPAs' Gold Key Award. The award is presented annually to the top accounting graduate from each of the accredited business schools in Colorado.
Bob and his wife, Rena, reside in Lone Tree, Colorado, and have two wonderful children. Bob is active with his son's Boy Scout troop and helps coach his daughter's basketball team. He is also a Knight of Columbus, and active in a Catholic men's organization, That Man is You.
An avid bicyclist, Bob has completed the challenging Ride the Rockies annual bicycle tour for ten straight years. Rena, an avid golfer, has recently gotten Bob hooked on that sport; the whole family now loves playing rounds together.
Not all financial planning firms are created the same. Many seem to see their job as persuading “customers” to buy “products,” in the form of investments and insurance. At Downing Street Wealth Management, we practice a “fiduciary” approach—one that puts you, —not us, at the center. We’re so confident in our value that we offer a no-questions-asked, 100% refund if we have not met your expectations within 90 days of signing your financial planning agreement. We are one of just a few financial planning firms in the nation to offer such a guarantee.
Always on your side
Downing Street's goals are simple: To help you realize your life goal by providing unbiased advice that is customized to meet your personal situation. To do that, we draw on two decades of experience and a broad expertise in planning, investing and managing risk. We not only look at ROI but also return on life events, your life.
A key service Downing Street provides, and most financial planners don't, is tax expertise. Taxes are a huge factor in every one's financial planning—and as CPAs, our estate tax and income tax expertise is second to none.
Built around your best interests
Underpinning Downing Street's comprehensive range of services is a compensation approach that puts us on the same side of the table as you. We don't accept sales commissions. Our fiduciary approach dictates that we instead charge a reasonable ongoing fee. We believe this;
- eliminates conflicts of interest
- ensures that our top priority remains your success