Financial Advisors in Longmont, Colorado (Boulder County)

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s, 403(b)s, and cash balance plans. The growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. Although many of our clients are located throughout Colorado and Illinois, with the aid of teleconferencing, our wealth advisors increasingly work with clients across the United States.

The GMW mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. While not all of our clients are doctors, the majority of our clients come to us from various medically related fields due to our experience working with high incomes, our deep understanding of their strategic benefit, and the retirement strategies that exist for these professionals.... See More

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians.... See More

Robert Zimberg, CCPS, CFP
Financial Mountain Inc. is a Wealth Management Firm that manages all aspects of one’s financial situation. FMI utilizes all types of growth strategies and financial investments to help our clients reach their financial goals. FMI’s registered investment advisors are fiduciaries who utilize modern analysis tools to ensure the maximum potential of all investments. FMI has over 25 years of experience in Wealth Management and offers Fee-only planning services. ... See More

Steve Nading, CFP, CPA
About You You work hard, do your best to make sound decisions for you and your family, and hope there's enough time leftover to explore whatever it is that defines your best life. You have many things competing for your attention, time, and resources. Above all else, you deserve an independent advocate to guide you through the opportunities and challenges of your financial life. About Us Outbound Financial Inc. is a fee-only financial planning and investment management firm founded to serve young professionals and families. We aim help our clients organize and understand their financial lives in order to position themselves, with intention, to reach whatever it is constitutes their best life and to make stress, complexity, and doubt less of the equation.... See More

David Gardner, CFP, EA, MS
Confluence Financial Advisors provides fee-only comprehensive financial planning and wealth management to families, professionals, and entrepreneurs seeking financial independence. Clients are families facing the dual challenges of college and retirement funding. They are professionals who want solid retirement plans that don't require compromising current lifestyles, and they are entrepreneurs passionate about creating successful companies from their dreams. Headquartered in Boulder, Colorado, CFA serves clients across the United States.
To provide the highest-quality personal service, CFA focuses on establishing long term relationships with clients. Client consideration is based not on net worth but by the desire for financial growth. Prospective clients embrace the concept that money alone is not enough; it must be partnered with one's goals and values to create a rich, fulfilling life. CFA partners Dave Gardner and Judy McNary guide clients through a planning process that integrates investments, taxes, budgets, insurance, estate planning and real estate to construct a plan tailored to meet their goals. Fee-only eliminates conflicts of interests that exist with stockbrokers or advisors who work on a commission basis. ... See More

Ryan Bowman, CFP
Dunston Financial Group offers fee-only wealth management and financial planning for individuals and businesses.

M. Shannon Lunsford, BSEE, CFP, EA
Lunsford Financial Planning provides fee-only financial planning to families, couples approaching retirement and small business owners.

Elyse Foster, CFP
We are fee only CERTIFIED FINANCIAL PLANNER™ professionals based in Colorado's Front Range. We have specialized in providing comprehensive financial planning and investment management since 1988.
We work with individuals, families, businesses, business owners, entrepreneurs, corporate executives, and medical professionals on their private wealth management, company 401k plans and private foundations. Some of these individuals are retired; some are actively working; others are just beginning their careers. Some have inherited wealth; some have built wealth; others are currently building wealth.
Our experienced team provides a high level of service and attention rarely seen in the financial world. We work closely with our client's other professional advisors to ensure a cohesive plan. Ultimately, our mission is to provide our clients with peace of mind knowing they are free of financial concerns and confident in their plan for the future.
Our investment managers firmly believe that a thoughtful investment allocation for the long term with a client's specific needs and risk tolerance in mind produces the best results. Our fiduciary responsibility demands no less.
Financial planning and investment advice are just a start as Harbor provides much more. Harbor delivers not only exceptional wealth management, but meaningful personal service. We know our clients' goals, desires, values, hobbies and passions. We are committed to long-term relationships. You will hear from us often.
Contact us to schedule an initial free consultation to discuss your needs, how we can help meet them and if Harbor is a good fit for you.... See More

"Planning for the future without a sense of history is like planting cut flowers" - Daniel Boorstin, Historian

We need to know where we have been and what influences have shaped us to understand where we are going. If your roots are in jazz, we wouldn't set up your plan for you to be a classical composer. We listen carefully to discern those influences and guide you in making a financial plan to help you achieve attainable goals and manage your investments to match to help you get there.

I enjoy working with the full spectrum of clients, including young singles and families, professionals, retirees and widow(er)s. Each group benefits from my working with the others; lessons learned from clients can be very valuable in shaping the discussion with everyone. I find it especially important to make sure that women are educated about their financial picture and understand how they can manage and improve it.

Specific issues that I like to address include Social Security strategies, Medicare Planning, Education funding, Long Term Care issues, Charitable Planning -- all part of a holistic financial plan that can grow with you. We also talk about what you would like to do with your time in retirement and whether there are financial aspects that need to be considered.

Successful retirement plans are written down with strategies to achieve success. They are also living documents that need to be updated annually as life happens and goals change. Working with your other advisors, such as your CPA, Estate Attorney, and Insurance Agent improves the likelihood of success.... See More

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. As of today, we mainly operate throughout Colorado and Illinois; including Boulder, Denver, Fort Collins, Colorado Springs, numerous smaller Colorado mountain towns, and Chicago. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States.

We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy.

Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety.... See More

Financial Planning And Asset Management

We focus on educating, preparing, and positioning our clients for the financial issues they will face in life. The real benefit, is a relationship with a trusted adviser that will provide clarity and peace of mind and values your unique situation.

I started Level Up Financial Planning to help you increase your financial confidence. I understand how complex your financial life becomes and it's a full-time job to make sure you stay on top of all of the moving pieces of your life.

I specialize in working with Gen X & Y professionals in tech with growing families. Between employer stock and often a volatile industry when it comes to hiring booms and mass layoffs, your life may feel like a rollercoaster ride at times and I want to make sure you have a solid game plan no matter what life throws at you.

To accommodate young professionals, I have flexible fees schedules that range from hourly to monthly and can be reduced lower with asset management.... See More

Steve Martin, CFP, MBA, RLP
Martin Wealth Management was founded on the belief that people should use their money to create a fulfilling life – rather than using their life just to create money. Financial Life Planning from Martin Wealth Management begins with this assumption and focuses on your values and dreams. Financial Life Planning is a discovery process that focuses on who the client is instead of just on what they have. It is a model where we demonstrate to you how every aspect of your life has an impact on their wealth-building or wealth-protecting process. You are the client - not your money. At the core of every Financial Plan we develop is the client's ideal life. Every one of us has a reason for living, a purpose for our life. We uncover and create a vision of your life that inspires and excites you. We are more than money managers. We don't want your money to grow just for the sake of it growing. We want everything you do to be in support of your ideal life. Learn more at my web site: www.mwm3.com... See More

Sunit Bhalla, CFP, MSFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);
OakTree Financial Planning specializes in financial planning and portfolio management for engineers and other technology professionals. Our goal is to alleviate your financial anxieties so that you can focus your time and energy on more enjoyable aspects of your life. Financial planning includes determining the correct tradeoffs between how much you save while you work, when you retire, and how much you spend in retirement. The financial planning process also involves working with you and other professionals to make sure you are properly insured and have appropriate estate planning documents, including wills, living wills, and powers of attorney. The portfolios that we create and manage for our clients are well-diversified, low-cost, and tax-efficient. OakTree Financial Planning is a fee-only firm, which means that all fees are fully disclosed and paid directly to us by our clients. We do not sell investments, insurance, or other products and we do not receive any commissions. We believe that this fee structure allows us to be more objective because it reduces possible conflicts of interest.... See More