You didn't build a nest egg
to spend your weekends worrying about it.

HomeBrook provides straightforward financial advice to individuals and families who would rather be outside.

The best financial plans are often the simplest ones.

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.

Our Approach

Four steps. One clear plan.

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.

  1. Start with your life

    About you, not your portfolio: what you're saving for and what a good retirement actually looks like to you.

  2. Make a clear plan

    One roadmap for your retirement, your legacy, and the unexpected, laid out end to end.

  3. Keep costs and taxes low

    Low-cost funds and tax-efficient decisions, focused on what you can actually control.

  4. Stay on course

    We talk every quarter, so as life and markets change you always know where you stand.

Case Studies

Success stories.

An ESOP

Scenario

After decades of helping build a successful company, your Employee Stock Ownership Plan (ESOP) becomes your largest financial asset. While it's an incredible opportunity, much of your wealth is tied to a single company, creating tax and concentration challenges.

Outcome

We develop a strategy to diversify over time, manage taxes, invest the proceeds according to your long-term goals, and create a plan that turns a once-in-a-lifetime event into lasting financial independence.

An inheritance

Scenario

A loved one passes away, leaving you with an inheritance. Along with the assets come important decisions about investing, taxes, and preserving the legacy they've entrusted to you.

Outcome

Together, we create a thoughtful plan that aligns the inheritance with your family's goals, minimizes unnecessary taxes, and provides confidence that the wealth will benefit both your family today and future generations.

Seven years from retirement

Scenario

You've worked hard, saved consistently, and retirement is now only seven years away. The focus begins to shift from accumulating wealth to preparing for the life you want to live after your career.

Outcome

We create a retirement income strategy, evaluate tax-efficient withdrawal opportunities, review Social Security and Medicare decisions, and build a plan designed to help you retire with confidence.

A concentrated stock position

Scenario

Over the course of your career, you've accumulated a significant position in your employer's stock through stock options, RSUs, or incentive compensation. Much of your financial future now depends on one company.

Outcome

We create a disciplined diversification strategy, manage the tax implications, and build a portfolio that reduces risk while keeping your long-term objectives at the center of every decision.

A business sale

Scenario

You're preparing to sell the business you've spent years building. While the transaction may create substantial wealth, it also brings complex tax, investment, and estate planning decisions.

Outcome

We coordinate with your CPA and attorney to develop a comprehensive strategy that seeks to preserve your wealth, reduce taxes where possible, and position you for the next chapter of life.

Financial independence

Scenario

You've spent decades living below your means, investing consistently, and making wise financial decisions. You have enough, but you're unsure how much you can comfortably spend without jeopardizing your future.

Outcome

We help answer one of retirement's biggest questions: "Can we afford the life we've imagined?" With a clear income and investment strategy, you gain the confidence to enjoy your wealth while knowing your long-term plan remains on track.

Our Principal

Work with Marc and his team.

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
Marc Neighbor

Marc Neighbor

Founder & Wealth Adviser

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