HomeBrook provides straightforward financial advice to individuals and families who would rather be outside.
Financial planning is about building lasting wealth through disciplined investing, tax-efficient strategies, thoughtful planning, and consistent decision-making over time.
Our goal is simple: help you make smart financial decisions today so you can spend tomorrow doing what you love with the people you care about.
Who We Help
HomeBrook is for people who want to see it grow, keep more of it after taxes, fund the retirement they've pictured, and leave something lasting, without money becoming a hobby.
Two careers, kids, a 401(k) each, and a feeling you should be doing more. A simple plan that uses every tax break and grows with your family.
Learn moreDecades of quiet saving, more banked than anyone would guess. Now it needs direction and a lighter tax bill, not just a bigger number.
Learn moreThe saving worked. Now it's income, taxes, required withdrawals, and what you leave behind. Usually when people find us.
Learn moreYou've built something and want your kids to get it. A first Roth, a paycheck that compounds, honest talk about money.
Learn moreServices
One clear roadmap covering your retirement, your legacy, and the unexpected. Reviewed together every quarter.
Diversified portfolios built on low-cost, tax-efficient ETFs and stock strategies, shaped around your situation rather than a model everyone else gets.
The shift from saving to spending: dependable income, required withdrawals handled, and taxes planned years ahead.
What you leave and how it lands: beneficiaries, trusts, and charitable giving arranged tax-efficiently, so more reaches the people and causes you care about.
Our Approach
One cohesive plan, where your saving, investing, taxes, and what you pass on all pull the same direction. And the reasoning behind every recommendation, not just the recommendation.
About you, not your portfolio: what you're saving for and what a good retirement actually looks like to you.
One roadmap for your retirement, your legacy, and the unexpected, laid out end to end.
Low-cost funds and tax-efficient decisions, focused on what you can actually control.
We talk every quarter, so as life and markets change you always know where you stand.
Common Scenarios
The situation
After years of building the company, your ESOP has become your largest asset. Most of your wealth now rides on a single stock, creating real tax and concentration risk.
How we’d approach it
We'd diversify the position gradually, manage the tax impact, and reinvest around your goals, turning one concentrated asset into durable, diversified wealth.
The situation
A loved one passes away and leaves you an inheritance, along with a wave of decisions about investing, taxes, and honoring their legacy, all at an emotional time.
How we’d approach it
We'd slow things down, coordinate with your CPA and estate attorney, and build a plan that preserves the inheritance, limits taxes, and protects it for the next generation.
The situation
You've saved consistently, and retirement is now about seven years out. The focus shifts from building wealth to making it last.
How we’d approach it
We'd build an income strategy, plan tax-efficient withdrawals, time Social Security and Medicare, and stress-test it all so you can retire with confidence.
The situation
Years of options, RSUs, or company stock have left you with a large position in a single company, and much of your future now rides on how it performs.
How we’d approach it
We'd bring the position down on a deliberate schedule, manage the capital-gains tax, and reinvest into a portfolio built around your goals.
The situation
You're preparing to sell the business you spent years building. It could create substantial wealth, and a tangle of tax, investment, and estate decisions.
How we’d approach it
We'd work with your CPA and attorney on both sides of the sale, reducing the tax bite and turning the proceeds into lasting, well-invested wealth.
The situation
You've saved diligently for years and you have enough. The hard part is knowing how much you can actually spend without putting your future at risk.
How we’d approach it
We'd map sustainable income, taxes, and healthcare into one clear plan, so you can spend with confidence knowing the long-term picture holds.
Hypothetical scenarios shown for illustration only. They do not depict actual clients or results, and are not a guarantee of future outcomes.
Our Principal
Marc Neighbor founded HomeBrook to give everyday savers the same straightforward advice he'd want for his own family. He works with people who built real wealth the steady way and would rather spend their time outdoors than watching the markets.
Meet the Team
Founder & Wealth Adviser
Get in Touch
Tell us where you are and what's on your mind. We'll listen, ask questions, and tell you honestly whether we can help.
