Jared Machen, CFP®

Helping CPG Professionals Achieve Financial Independence

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Brownlee Wealth Management Jared Machen, CFP®
Fayetteville, AR

Serving Clients Nationwide

Helping CPG Professionals Achieve Financial Independence

Areas of Focus

  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I’m Jared Machen. Financial Planning is all I know. I’ve spent my entire professional career in the industry and have loved every minute of it. I get excited about helping people leverage money for more purposeful living.

We help CPG professionals optimize their corporate benefits and equity compensation to achieve financial independence.

My background is in helping high net worth families navigate the tax code to build an investment portfolio and retirement plan that works for them.

Outside of work, you can find me outside (usually on a bike) or traveling to visit friends in one of the five states I’ve lived in. My wife Erin and I share the same birthday and passion for adventure. We recently spent some time living in Honduras on my family’s mahogany farm. We love trying new things, meeting new people, and anything else that gets us out of our comfort zone.

Professional Designations



  • Fee Only Network
  • The AGC
  • XY Planning Network

Primary Location

Fayetteville, AR, 72703

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management


About our Firm

Brownlee Wealth Management is a fee-only financial planning firm in Bentonville, AR.

Our background and expertise is helping CPG professionals and soon-to-be retirees with their financial plan. Most of our clients have complex compensation structures, stock options, restricted stock, deferred compensation, and defined contribution (401k) employer-sponsored retirement plans. We help these families organize their estate plan and navigate the tax code to dramatically lower taxes over the coming decades. We then plan for college funding and income in retirement. Finally, we establish an evidence-based portfolio tailored to the best interests of the client.

Brownlee Wealth Management serves clients as a fiduciary and never earns a commission of any kind.


University of Arkansas, Bachelor of Science in Business Administration, Financial Management and Investments


Hobbies and Interests

  • Cycling
  • Family
  • Traveling

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

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