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Ambient Financial Advisors

Financial planner in Boulder, CO (show on map)

Boulder, CO-based financial advisory firm specializing in helping individuals and families navigate financial turmoil associated with personal transition, grief, and loss.

Call (303) 747-5688
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Ambient Financial Advisors website

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.

40 years of financial planning experience
Specialization in transition, grief, and loss events
Father-son team with personal experience with major life transitions
CFP and CeFT designations (Christopher)
CFP Board Emeritus (Jeffrey)
Fiduciary standard always applied
Ambient Ecosystem of vetted professional partners
Socially responsible investing options

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.

Cash flow management Debt management Goal setting Values alignment

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).

Active portfolio management ESG investing Guided Wealth Portfolios Separate account managers

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.

Roadmap-based planning WealthVision tools Comprehensive engagement Four service roadmaps

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.

Ongoing advice Fiduciary standard Phone/text/email available

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.

Estate planning guidance Property transfer Intergenerational planning

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER (CFP)
Certified Financial Transitionist (CeFT)
CFP Board Emeritus
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Series 99 License

Frequently Asked Questions

What is Ambient Financial Advisors? +

Ambient Financial Advisors is a Boulder, CO-based financial advisory firm that introduces order and stability to the financial turmoil associated with personal transition, grief, and loss, so individuals and families can focus on healing and building a new vision for their financial future.

Who leads Ambient Financial Advisors? +

Ambient Financial Advisors is led by Christopher D. Hill, CFP, CeFT (Owner and LPL Financial Advisor) and founded by Jeffrey D. Hill, CFP Board Emeritus. The father-son team brings 40 years of combined experience to serving client families.

What is the Ambient Ecosystem? +

The Ambient Ecosystem is a network of like-minded professional service providers who share the firm's values and people-first approach. They have vetted these partners to help when client needs fall outside the firm's scope. If called upon, they prep the professional with the client's situation (with permission) and accompany the client to introductory meetings.

What are the four service roadmaps? +

Ambient's four service roadmaps are: Pre-Event Anticipated, Pre-Event Unanticipated, Post-Event Anticipated, and Post-Event Unanticipated. These are designed to serve the unique needs of individuals and families in the midst of personal transition, grief, or loss.

Do you work with those who are not grieving? +

As niche advisory practitioners, Ambient's specialization lies in helping people prepare for, or repair from, transitions where financial turmoil stands in the way of healthy emotional processing. They understand that some may need their services but may not identify with the 'griever' label and invite them to start a conversation.

What is a CFP? +

CFP stands for CERTIFIED FINANCIAL PLANNER, a professional certification that has been the standard of excellence for financial planners for more than 30 years. Before anyone can call themselves a CFP professional, they must meet rigorous education, examination, experience and ethical requirements and commit to CFP Board's ethical standards that require them to act as a fiduciary, putting clients' interests first.

What is a CeFT? +

CeFT (Certified Financial Transitionist) is a post-CFP professional designation awarded to financial professionals who have extensive training and experience in helping clients navigate major life transitions including divorce, retirement, job loss, death of a spouse, or sudden windfall. The designation requires deep understanding of the financial implications of these transitions and the emotional support and guidance needed to make sound financial decisions.

Does Ambient work virtually with clients? +

Yes, Ambient has decades of experience working virtually with families all over the world through video conferencing, screen sharing, and telephone communications. However, they value sitting face-to-face with people during the more trying times of life.

Contact Ambient Financial Advisors

Ambient Financial Advisors
Website
ambientfa.com
Category
Financial planner
Wheelchair Accessible
Call (303) 747-5688

Opening Hours

Sunday
Closed
Monday
8:30 am–4:30 pm
Tuesday
8:30 am–4:30 pm
Wednesday
8:30 am–4:30 pm
Thursday
8:30 am–4:30 pm
Friday
8:30 am–4:30 pm
Saturday
Closed

Location

Location of Ambient Financial Advisors, 1790 38th St Suite 101, Boulder, CO 80301 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Ambient Financial Advisors?

Reach out today to schedule a consultation.

(303) 747-5688

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