Colorado Financial Management is a fee-only financial advisor, offering customized investment management strategies and financial planning for individuals, families, and institutions. Based in Boulder with offices in Denver and Loveland, serving clients throughout Colorado and the United States, managing over $950 million in assets.
Clients have counted on Colorado Financial Management for sound financial advice for over 27 years while navigating through life’s most important decisions. With an employee average of 20 years of experience, they draw upon a deep pool of financial knowledge to provide strategic investment management, financial planning, and exceptional service to clients. With an independent, fee-only structure, their interests are entirely aligned with their clients allowing for nothing but the highest level of fiduciary responsibility.