A small firm, on purpose.

HomeBrook is Marc Neighbor’s practice: one adviser, a deliberately small number of families, and a full team behind the scenes. This page is how the firm is put together, and who does the work.

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.

Marc built HomeBrook for them.

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

Who does HomeBrook work with?: People who built it themselves, mostly: families still saving, career-long savers with more put away than anyone would guess, people with retirement on the calendar or already here, and their kids opening a first Roth. Some have worked with advisors for years; plenty never have.
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.
How do you get paid?: Mainly a transparent fee based on the assets we manage for you, so we do better when you do. If insurance genuinely fits your plan, we'll walk you through how that works too. No hidden costs.
Do I need a certain amount to get started?: We work with people at different stages, from younger families just getting serious about saving to retirees managing what they've built. The best first step is simply a conversation.
What does a first conversation look like?: Mostly questions: what you've saved, where it sits, and what you want the money to do. No pitch and no homework. You leave with an honest read on where you stand, whatever you decide.
How often will we talk?: Quarterly by default, plus whenever something comes up on either side. Some clients want more, some want less. You set the cadence.

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

Prefer to talk it through? Skip the form and grab a time that works.

Schedule a Meeting