We are a fee-only financial advisor, offering customized investment management strategies and financial planning for individuals, families, and institutions. We are based in Boulder with offices in Denver and Loveland, serving clients throughout Colorado and the United States.

Our clients have counted on us for sound financial advice for over 30 years as they navigate through life’s most important decisions.


Finding the right wealth management firm is no easy task. What factors help differentiate one firm from another?

Transparency and communication certainly go a long way. How about independent investment management? Or an outstanding team? Check, check, and check.

It’s all part of our fiduciary responsibility to put our clients first.

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Colorado Financial Management is a strong fiduciary partner for our numerous local nonprofit and institutional clients.

In a sustained low-interest rate environment, meeting your organization’s asset management objectives while protecting capital is more crucial than ever.

We can help.

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An exceptional client experience.

Independent and objective.

Customized investment management.

Deep financial knowledge.

In-depth financial planning.

The right size.

The CFM difference >>