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®

Your future. Our focus.

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 two young boys. When I’m not advising clients, you can usually find me hiking or skiing through the forests that surround the 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

Ideal Clients

  • Inheritors
  • Divorced or Widowed Individuals
  • Retirees

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)
    Brian Littlejohn is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Brian Littlejohn 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.

  • CFA - Chartered Financial Analyst

    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.

  • CFA Institute

    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.

  • Financial Planning Association
    Brian Littlejohn 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.

Contact Brian Littlejohn

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Office Locations:

  • 310 Market St
    Basalt, CO 81621

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