Jared Machen
CFP®
Brownlee Wealth Management
Partner & Advisor
Jared Machen
CFP®
Brownlee Wealth Management
Partner & Advisor
Brownlee Wealth Management exists to bring clarity to your financial life. We help you simplify your investments, lower your taxes, and grow your family's wealth. - Jared Machen, CFP®
Fee-Only financial planner located in Bentonville, AR, serving CPG professionals. We bring clarity to your estate, tax, and investment plan.
Brownlee Wealth Management is a fee-only financial planning firm in Bentonville, AR.
Our background and expertise is helping CPG professionals and soon-to-be retirees with their financial plan. Most of our clients have complex compensation structures, stock options, restricted stock, deferred compensation, and defined contribution (401k) employer-sponsored retirement plans. We help these families organize their estate plan and navigate the tax code to dramatically lower taxes over the coming decades. We then plan for college funding and income in retirement. Finally, we establish an evidence-based portfolio tailored to the best interests of the client.
Brownlee Wealth Management serves clients as a fiduciary and never earns a commission of any kind.
Hi, I’m Jared Machen. Financial Planning is all I know. I’ve spent my entire professional career in the industry and have loved every minute of it. I get excited about helping people leverage money for more purposeful living.
Outside of work, you can find me outside (usually on a bike) or traveling to visit friends in one of the five states I’ve lived in. My wife Erin and I share the same birthday and passion for adventure. We recently spent some time living in Honduras on my family’s mahogany farm. We love trying new things, meeting new people, and anything else that gets us out of our comfort zone.
Jared Machen 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.
Brownlee Wealth Management is a fee-only financial planning firm in Bentonville, AR and The Woodlands, TX. Brownlee Wealth Management serves oil & gas professionals as a fiduciary and never earns a commission of any kind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Investment Management
Ideal Clients
- CPG Professionals
- Retirees and Near Retirees
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- No Product Sales
Professional Designations & Affiliations
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Jared Machen 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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Jared Machen is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jared Machen 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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Jared Machen is Quoted in Forbes: "Financial Advisors Move To The “Fee For Advice” Model To Attract Younger Clients"
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Jared Machen Discusses "How infrastructure leads to growth for your RIA" on The Advisor Journey Podcast
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Jared Machen is Featured on the Financial Planning Association: "Unsung Benefits of the Paraplanning Path, with Jared Machen, CFP®"
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Jared Machen is a Guest on the MSU Wealth Management Association Podcast
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Jared Machen is a Guest on the FPA Podcast You're a Financial Planner, Now What?: "Unsung Benefits of the Paraplanning Path"
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Jared Machen is Quoted on Business Insider: "Financial advisors say it's not too late to invest in Bitcoin, but there are a few things you must do with your money first"
Contact Jared Machen
Office Locations:
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326 SW A
Suite #200
Bentonville, AR 72712
