Brian Littlejohn
MBA, CFP®, CFA®
Sherwood Wealth Management
Founder
Brian Littlejohn
MBA, CFP®, CFA®
Sherwood Wealth Management
Founder
I rescue folks from salespeople posing as personal finance experts. - Brian Littlejohn, MBA, CFP®, CFA®
Personalized Financial Advice You Can Trust
Brian Littlejohn, MBA, CFP®, CFA is the founder of Sherwood Wealth Management (SWM) in Basalt, Colorado. SWM provides clients with customized investment management and comprehensive financial planning services to help them organize, grow, and protect their assets. The firm is completely independent, always acts in a fiduciary capacity, and never receives commissions of any kind.
Brian Littlejohn, MBA, CFP®, CFA is a fee-only advisor serving clients in Basalt, CO and beyond.
Prior to founding Sherwood Wealth Management, I advised clients at a multi-billion-dollar wealth management firm in the San Francisco Bay Area and a boutique wealth management firm in Boulder, Colorado. Before pursuing my passion for personal finance, I served as an officer in the United States Air Force.
Today, I live outside of Aspen, Colorado with my wife and our three children. When I’m not working with clients, you can usually find me hiking or skiing through the forests that surround our picturesque Roaring Fork Valley.
EXPERIENCE
- Founded Sherwood Wealth Management in 2014
- Financial advisor since 2007
EDUCATION
- M.S. Finance, University of San Francisco
- M.B.A. Finance, University of Arizona
DESIGNATIONS
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Analyst®
AFFILIATIONS
- CFP® Board
- CFA Institute
- National Association of Personal Financial Advisors (NAPFA)
Brian Littlejohn 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.
Sherwood Wealth Management, an independent registered investment adviser (RIA) firm, provides its clients with customized investment management and financial planning solutions. As fiduciaries, our advice is objective and rooted in years of study and practice in the field of wealth management. Our clients rely on us to be their most trusted financial partner and to manage all aspects of their often-complex situations. We are located just outside of Aspen but serve clients throughout Colorado. We are particularly known for our expertise in inherited wealth and our ultra-low 15:1 client-to-advisor ratio.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Charitable Giving & Gifting Strategies
- Family Legacy Planning
Ideal Clients
- Inheritors
- Divorced or Widowed Individuals
- Retirees
- Affluent Individuals & Families
- Property Sellers
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brian Littlejohn 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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Brian Littlejohn 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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Brian Littlejohn is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Brian Littlejohn is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Brian Littlejohn Contributes to The Aspen Times: "How to raise financially wise kids"
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Brian Littlejohn is Quoted in the Wall Street Journal: "The Pros and Cons of Family LImited Partnerships"
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Brian Littlejohn Contributes to The Aspen Times: "What you should know about the SECURE Act 2.0"
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Brian Littlejohn Provides Guest commentary: "Noteworthy Colorado tax law changes for 2022" to The Aspen Times
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Brian Littlejohn Contributes to The Aspen Times: "Limiting the tax hit when transferring assets to others"
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Brian Littlejohn Contributes to The Post Independent: "2022 year-end financial planning checklist"
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Brian Littlejohn Contributes to Post Independent: "Business column: Don’t need your required IRA distribution this year? Consider donating to charity"
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Brian Littlejohn Contributes to Post Independent: "Personal finance column: How to choose the right tax pro"
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Brian Littlejohn is Quoted in the Post Independent: "Wondering how you should spend your $1,400 relief check? Here are some recommendations from Glenwood Springs"
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Brian Littlejohn is Quoted on Kiplinger: "Pick a Winning Social Security Strategy"
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Brian Littlejohn is Quoted in Forbes: "What Kind of Financial Advisor Do You Need?"
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Post Independent Brian Littlejohn Contributes to Post Independent: "Planning for the unexpected - 4 steps to get your affairs in order"
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Brian Littlejohn Authored an Article on Nasdaq.com: "Take Time to Evaluate Your Retirement Plan"
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Brian Littlejohn is Quoted on Yahoo Finance: "How to Set Up an Online Brokerage Account"
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Sherwood Wealth Management is a Featured Veteran Owned Business
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Brian Littlejohn Contributes to Post Independent: "Take time to evaluate your retirement plan"
Contact Brian Littlejohn
Office Locations:
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310 Market Street
Basalt, CO 81621
