For people who’d rather be outside.

HomeBrook works with a limited number of families and individuals, which allows us to give every relationship the time and attention it deserves. With support from a full team behind the scenes, we put our focus toward helping our clients reach their long-term goals, while building meaningful relationships along the way.

Some wealth arrives in a windfall. Most of it gets built over decades, a paycheck at a time, by people who’d rather be outside.

This is why HomeBrook exists.

The Practice

Fewer families. Longer relationships.

HomeBrook keeps a deliberately small client base, so every relationship gets the depth it needs. The work covers the whole picture: the plan, the portfolio, the retirement paycheck, and what eventually passes on, with taxes decided along the way, not discovered in April.

Relationships here are measured in decades. The plan gets built once, carefully, and then kept current as your life changes.

See how the work unfolds

Founder · Wealth Adviser

Marc Neighbor

Marc founded HomeBrook to give everyday savers the same straightforward advice he’d want for his own family. His clients built real wealth the steady way, and most would rather spend a Saturday on a trail or a river than in front of a brokerage statement.

Before HomeBrook, Marc built his practice at Edward Jones. Today it’s part of Convergence Financial, where he also leads one of the firm’s investment teams, so the research behind your portfolio comes from people he works with every day, not a desk in another time zone.

Get in Touch

The Team

One adviser across the table. A team behind him.

Day to day, you work with Marc. Behind him sit the Convergence Financial bench for investments, trading, and operations, and LPL Financial, which handles custody and regulatory oversight.

Investment advice is offered through Convergence Financial, a registered investment advisor. Securities are offered through LPL Financial, Member FINRA/SIPC.

Austin Harrison CFA®, CMT®

Director of Investments

Gunnison Heine

Trading Services Associate

Phillip Bacon

Director of Operations

Aidan Anderson

Operations Manager

FAQ

Questions people usually ask.

If yours isn't here, bring it to a first conversation. We'd rather answer it straight than leave you wondering.

Browse all the questions

Is HomeBrook a one-person shop?: HomeBrook is Marc's practice, so you always work with Marc. Behind it sit Convergence Financial, the registered investment advisor whose bench handles investments, trading, and operations, and LPL Financial, where accounts are held. You get comprehensive service with the focus and attention of one dedicated adviser. Small practice, deep bench.
Where is my money actually held?: At LPL Financial, Member FINRA/SIPC. HomeBrook never takes custody of your money. Your statements come from LPL directly, and you can see your accounts any time.
Are you a fiduciary?: Yes. We're held to a fiduciary standard, which means we're required to put your interests first, not steer you toward whatever pays us the most.

Get in Touch

Start with a conversation.

Tell us where you are and what's on your mind. We'll listen, ask questions, and tell you honestly whether we can help.

A fiduciary who puts your interests first
One clear plan for your retirement, your taxes, and your legacy
Straight answers, no jargon, no pressure
A relaxed first conversation, with no obligation