Best Financial Advisors in Greenwood Village, CO

You may cancel the relationship at any time. Our clients pay their annual costs quarterly. The cost is billed in advance rather than in arrears, which means we would owe one final prorated monies from the date of the last charge until the date you cancel.

We believe in passive, low-cost, and tax-efficient investments. According to S&P Dow Jones Indices, 85% of active managers (often those guys and gals on TV prognosticating) failed to outperform the S&P 500 index. We do not want you to pay higher costs and higher taxes to the 15% that exceeds the market. We strive to track the index and make sure that your investment strategy gets customized to your goals. We help you select the suitable investment funds in your employer-sponsored plans and then customize an investing strategy for your non-employer-sponsored accounts (taxable accounts, Roth IRAs, etc.) when it is in your best interest.

We maintain a minimum annual cost of around $2,500 per quarter or $10,000 per year on average for ongoing planning and personalized wealth management.

No! Our Firm is almost 100% virtual. Technology enables us to work with clients from all over the country. We work with clients in all four corners of the U.S., from Maine to Florida, California to Washington, and lots in between. We have worked with clients in 15 different states and counting! We do, however, have two offices in the Denver area that we use for in-person meetings. Our network of experts is most extensive in the Colorado and specific areas such as Colorado Springs and Denver.