• David Morrison and Brannon Brown meeting with a client

Denver Financial Advisors
David Morrison & Brannon Brown

What’s important about money to you?

We truly believe that life is about more than just money. Our goal is to help our clients to live a happier, healthier and more exciting life. This begins by understanding your goals and most deeply held values. We then help you align your financial goals with your values, putting you on a path toward a “10” level of confidence that no matter what happens in the markets, you will be on your path toward prosperity.

Financial Advice from
The Morrison Team

Rock Pile

My Four-Initiative Plan for Client Service in 2024

As we traverse into 2024, it's that time of the year again where our fridges get filled with salad, gyms see a spike in memberships, and our savings accounts (we promise this time) will hold more than just dust. Yes, you guessed it right, it's…
compass on newspaper

The Pro’s and Con’s of Passive Investing and When To Engage a Financial Advisor

Passive investing, an investment strategy aimed at maximizing returns over the long run by keeping the amount of buying and selling to a minimum, is a popular choice for many. However, like any financial strategy, it has its pros and cons. To…
chess pieces

FOMO No “Mo”

The 'Twaddle Tendency' is a term coined by Charles T. Munger, an American investor and philanthropist, to describe the inclination of people to have opinions and hold beliefs about subjects that they do not fully understand. It's a potent cognitive…
Alarm clock sitting on a table

Let Compounding Run Wild

Albert Bartlett's quote, "The greatest shortcoming of the human race is our inability to understand the exponential function," encapsulates a profound truth about human understanding and financial growth. The principle of compounding, represented…
historic portraits

Learn From the Past; But Don’t Be Bound By It

Understanding our past is akin to peering into a mirror, reflecting not just the events that have transpired, but the choices and the intricacies of human nature that have woven the tapestry of our history. The lessons we glean from our past…
Nick Saban on fieldLOC

Hold Strong Beliefs Loosely

In Streetlights and Shadows, Gary Klein posits that while procedures and rules provide structure and predictability, they can also inadvertently undermine expertise by stifling the very spontaneity and intuition that often lead to innovative…
friends in a field

Never Compromise Your Values: A Financial Perspective

"When your values are clear, your decisions are easy." This quote from renowned financial advisor, Bill Bachrach, serves as a cornerstone in the world of personal finance. At first glance, it may seem like another inspirational quote, but its…
hand over chart

How Your Financial Plan Should Drive Your Investment Allocation

In the world of finance, there is a popular sentiment that aligns with the philosophy of the renowned investor, Warren Buffett: "Do not save what is left after spending, but spend what is left after saving." This nugget of wisdom speaks to the…
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Bullish on Humility, Gratitude, and Discipline

It has been a year for humility as many of the traditional methods of managing risk inside portfolios have been taxed. It has been a year of consciously focusing on gratitude for all that we have and all that has gone well. It also has been a year where the value of our disciplined commitment to planning has never been more highlighted. 
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