Our History
Growth, evolution, and deep Colorado roots.
OUR ORIGIN STORY
For 35 years Colorado Financial Management has helped people, families, and institutions in Colorado and throughout the United States grow and preserve their wealth and secure their aspirations, legacies, and independence.
It’s been a history of growth, expansion, and evolution to meet the increasingly complex needs of our clients with the latest insights, analytical depth, and increasingly sophisticated investments.
Our history dates back to 1988 with the founding of Sargent Bickham Lagudis as Sargent & Company in Boulder. In 2016 we merged with Colorado Financial Management (founded in 1991). In 2023 we partnered with Lido Advisors, a nationally-recognized wealth advisory firm based in Los Angeles with over $14.8 billion in regulatory AUM.
As a Lido company, we bring a holistic, family office style to serve our clients across all their financial needs, including investment, legacy, trust, and tax management. We also deliver access to highly sophisticated investment strategies once beyond the reach of all but the wealthiest investors and endowments.
Throughout our history we have remained a deeply committed presence serving our clients and the Colorado community.