Ambient Financial Advisors
Boulder, CO-based financial advisory firm specializing in helping individuals and families navigate financial turmoil associated with personal transition, grief, and loss.
About
Ambient Financial Advisors was founded by Jeffrey Hill in 1984 and is now led by Christopher D. Hill, CFP, CeFT.
The firm specializes in helping individuals and families navigate the financial turmoil caused by personal transition, grief, and loss events. The father-son team brings 40 years of combined experience to serving client families. Christopher is a CERTIFIED FINANCIAL PLANNER and Certified Financial Transitionist (CeFT), and Jeffrey is a CFP Board Emeritus. The firm is powered by LPL Financial and offers comprehensive financial planning, investment management, and access to their 'Ambient Ecosystem' of vetted professional partners.
Services
Financial Life Planning
Explore financial decisions necessary to achieve goals while considering the human side of decision making and identifying how values connect with resources. Covers essentials, investment planning, retirement savings and income planning, tax and estate planning, risk management and insurance planning, and education planning.
Investment Management
Active management of investments through decades of different economic climates. Powered by LPL Financial with access to everything from specialized separate account managers to fundamental model portfolios. Also offers socially responsible investing through ESG portfolios and automated investment platform (Guided Wealth Portfolios).
Ambient Engagement
Comprehensive financial planning relationship accomplished by defined 'Roadmaps' tailored to current situation. Includes Financial Tools (WealthVision personal financial website), Financial Life Planning, Investment Management, and Financial Advice. Four service roadmaps: Pre-Event Anticipated, Pre-Event Unanticipated, Post-Event Anticipated, Post-Event Unanticipated.
Financial Advice
Available for financial advice on topics big or small. Fiduciary commitment means advice is always in client's best interest. Available via phone, text, or email at any time during engagement.
Estate Planning Support
Guidance on estate planning issues and property transfer. The firm has developed strong knowledge base for how families can take action to take care of those they love later.