a tailor-made solution for the everyday millionaire
Get the service that you deserve
managing the full picture – not just your investment portfolio
get confidence about your overall plan
We do our best work for people who are:
On either side of Retirement
key strategies for the 5-10 year window on either side of retirement
Planning for Large Taxable Events
potent solutions for selling a business, real estate, RSU’s, and concentrated positions
Running a Highly Profitable Business
maximize the business you’ve built and make the most of your cash flow
Top tier tech to provide you a top tier experience
Portfolio insights, in-depth planning, and tax strategy
All at your fingertips
As well as personable, kind, honest people that you can call, text, or email. No chat bots. No busy phone lines.
What else makes us different?
✅ A fair price with our fees start at 0.7% and then decline thereafter. For example, a $3M portfolio is only 0.50%
✅ A holistic approach with a focus on lowering fees and taxes
✅ data-driven investing and portfolio construction
✅ cutting edge solutions for key taxable events, much better than direct indexing
Get a 2nd opinion
Trust, but verify.
Get feedback on red flags in your portfolio, total fees in dollars and percentages, Roth conversion & Roth strategy, social security optimization, key tax moves you are missing, and more
Fort Collins Based, Fee-Only Compensation, Invest with Integrity (we work with clients on a national basis)
This model minimizes conflicts of interest.
A Fee-Only financial advisor charges clients directly for his or her advice and/or ongoing management. No other financial incentive is provided, directly or indirectly, by any other institution. Fee-Only financial advisors do not sell anything. They add value with their Philosophy, Strategy, Process, Transparency and Ongoing Coaching.
We strongly encourage you to work with a fee-only Advisor. We are a low cost DFA Advisor firm.
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See why you may need a low-cost, fee only Advisor who is a fiduciary for you 100% of the time.
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