Brian Littlejohn (CFA®, CFP®, MBA)

Brian Littlejohn focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

I am a fee-only financial advisor serving clients in Glenwood Springs, CO and beyond. My firm, Sherwood Investment Management, provides investment management, retirement planning, and comprehensive financial planning to help clients organize, grow, and protect their assets. Sherwood Investment Management is completely independent, acts as a fiduciary for its clients at all times, and never accepts commissions of any kind. The result is objective advice.

 

Additional Information

Before pursuing my passion for personal finance, I served as an officer in the United States Air Force. I flew several types of aircraft before transitioning into the engineering field. As an engineer, I managed large-scale construction projects in the United States and overseas. I continue to embrace the Air Force core values of integrity, service, and excellence.

NAPFA Start Date

September 18, 2017

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This Office

1620 Grand Ave Glenwood Springs, CO 81601-3806 Phone: (970) 930-6438