Bob Morrison

CFP®, CPA/PFS

Downing Street Wealth Management

Financial Advisor

Bob Morrison

CFP®, CPA/PFS

Downing Street Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bob Morrison, CFP®, CPA/PFS

Fee Only Financial Planner Serving Clients Across the Country from Offices in CO and TX

Bob Morrison is a Greenwood Village, CO fee-only financial planner. Downing Street Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Bob Morrison is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Bob Morrison is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Bob Morrison is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Bob Morrison is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Bob Morrison is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

  • Garrett Planning Network - GPN
    Bob Morrison is a member of the Garrett Planning Network. Click here to learn more.

    Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

Contact Bob Morrison

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Office Locations:

  • 6021 S. Syracuse Way
    Suite 312
    Greenwood Village, CO 80111
  • 1777 NE Loop 410
    Suite 600
    San Antonio, TX 78217
  • 11001 W 120th Ave
    Suite 400
    Broomfield, CO 80021

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