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.
Case Studies
Scenario
A couple in their early 60s had saved diligently, but nearly all of it sat in tax-deferred accounts, setting up a large required-withdrawal tax bill in their 70s.
Outcome
A multi-year series of Roth conversions in their lower-income window trimmed their projected lifetime taxes and let them retire a year earlier than planned.
Scenario
A single professional had built more than $1M across a dozen old 401(k)s and brokerage accounts, but had never worked with an advisor and had no withdrawal plan.
Outcome
We consolidated everything into one low-cost, tax-efficient portfolio with a clear, plain-English income plan, and cut the ongoing fees they'd quietly been paying.
Scenario
Two working parents in their late 30s were saving steadily but weren't sure it was enough, or that they were doing it in the right order.
Outcome
A simple automated plan put their retirement, an emergency cushion, and the kids' college savings on track, without them having to think about it every month.
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.
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