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Mini brian littlejohn guidevine
Sherwood Investment Management
Glenwood Springs, CO

Brian Littlejohn

CFA®, CFP®
We've got your financial future covered.
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Meet Brian

Personal finance combines two of my favorite pursuits: helping others and finance. Prior to founding Sherwood, I was an investment advisor at The Wealth Conservancy in Boulder, Colorado. There I provided a diverse group of clients the entire spectrum of wealth management services. In particular, I was responsible for implementing investment strategies for $250 million in client assets. Before pursuing my passion for personal finance, I served as an officer…

Personal finance combines two of my favorite pursuits: helping others and finance. Prior to founding Sherwood, I was an investment advisor at The Wealth Conservancy in Boulder, Colorado. There I provided a diverse group of clients the entire spectrum of wealth management services. In particular, I was responsible for implementing investment strategies for $250 million in client assets. 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. I have earned the following relevant degrees and designations:

  • CFA® Charterholder (CFA): Charterholders must (1) complete a rigorous three-year, three-exam program of study in the fields of portfolio management and investment analysis, (2) accumulate four years of relevant work experience, and (3) uphold the CFA Code of Ethics & Standards of Professional Conduct.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®): These professionals must (1) meet substantial educational requirements in the areas of risk management, investing, income taxes, retirement planning, and estate planning, (2) pass a rigorous 10-hour examination, (3) have at least three years of experience, and (4) agree to a stringent code of ethics. CERTIFIED FINANCIAL PLANNER™ professionals must also complete 30 hours of continuing education every two years.

  • Master of Business Administration (MBA): This curriculum includes the domains of business law, human capital management, organizational leadership, quantitative methods for business, economics, accounting, applied business research & statistics, operations management, corporate finance, investments, marketing, and strategic planning & implementation.

When I’m not advising clients or teaching personal finance courses, I enjoy spending time with my family, playing tennis, hiking, skiing, and traveling. I have been to 48 of the 50 States (Alaska and South Dakota are the holdouts) and have lived in 11 of them.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
Estate Planning
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Business executives
Families
Other professions

Fee structure

Based on % of assets
Flat Fee/Retainer
Hourly

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
CFA Institute - Chartered Financial Analyst Institute

Education

MS - University of San Francisco
MBA - University of Arizona
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