Colorado Financial Management Revenue and Competitors

Colorado Financial Management is 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 Northern Colorado, 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. Additionally, we provide consulting services for retirement and estate planning, real estate analysis, and a wide variety of other financial matters. Our philosophy is to establish a well-defined plan, identify high quality investments, reduce risk at each step of the process, and pay attention to details. We are currently managing and supervising over $1.5 billion in securities. Our Mission: Identify and characterize the financial, investment, and business issues of our clients and then provide solutions. Our ultimate purpose is to help our clients enjoy their wealth and achieve their life goals. Our Vision: Colorado’s premier investment advisory firm, providing independent client centered advice to growing and diverse clientele Our Core Values: Provide peace of mind Earn trust daily Enjoy what we do Professional, competent, compassionate Transparent – no conflicts of interest Embrace competition – it makes us better