Bob Morrison
CFP®, CPA/PFS
Downing Street Wealth Management
Founder, Financial Advisor
Bob Morrison
CFP®, CPA/PFS
Downing Street Wealth Management
Founder, 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, investment management, tax planning and retirement 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 a 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
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Bob Morrison is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bob Morrison is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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Bob Morrison is a Certified Public Accountant (Learn More)Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
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Bob Morrison is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Bob Morrison is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Bob Morrison is Quoted on Bloomberg: "Watch Out, Boomers, Here Comes 70"
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Bob Morrison is Quoted on Fox Business: "Eleven Dumb and Dumber Excuses Not to Save Money"
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Bob Morrison is Quoted in Inc. Magazine: "How to Escape the Student Loan Trap--Before It's Too LateTake these steps now to save for your children's education--and keep them out of student debt."
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Bob Morrison is a Member and President Elect of the University Hills Rotary
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Bob Morrison and Downing Street Wealth Management is a Member of DPL Financial Partners
Contact Bob Morrison
Office Locations:
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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
