PUTTING
PROSPERITY
INTO
PERSPECTIVE
We work to secure and grow prosperity for you, and for future generations, by combining financial planning, strategic investments, and dedicated service.
Thinking for ourselves means we always think better for you.
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.
INVESTING
We are a boutique, independent firm. And that means big things for our clients. Peace of mind, to start out with. Because we are employee-owned, our work, research, thinking, strategies, and decisions aren’t directed by anyone else. We are fiduciaries. Not salespeople.
PLANNING
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.
WHY CFM
We are independent: thinkers, doers, investors, life-changers. The size of our firm means we can give you both deep resources as well as personal attention. Here, you’ll work directly with the decision makers. Each of us answers to you and we build relationships that extend years and generations.