Bear Peak Financial

Guidance, Counseling, Monitoring and Discipline

Financial services in Boulder, CO (show on map)

Boulder-based fee-only financial advisory firm helping clients make smart investment decisions and achieve peace of mind.

Call (303) 506-3399

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About

Bear Peak Financial, located in Boulder, Colorado, is an independent fee-only financial advisory firm committed to helping clients make smart decisions about their investments and achieve peace of mind. Founded by Nick Lenssen, a fiduciary committed to putting clients' best interests first, the firm serves individuals typically with $250,000 or more in investable assets.

Nick has 35 years of prior business and non-profit experience including research and consulting in the energy industry with a focus on renewables and energy efficiency. The firm specializes in investment management, retirement planning, estate planning advice, and comprehensive financial planning through a disciplined Asset Class Investing approach.

Fee-only fiduciary — always putting client interests first

35 years of business/non-profit experience

Independent advisor — not tied to specific products

Asset Class Investing approach based on academic research

Personalized comprehensive planning

Registered in the State of Colorado

Services

Investment Management

Investment recommendations, portfolio rebalancing, tax-efficient investing, and quarterly reporting with time-weighted returns. Sustainable and socially responsible portfolios available.

Investment recommendations Portfolio rebalancing Tax-efficient investing Quarterly reporting Sustainable/socially responsible portfolios

Retirement Planning

Diversifying retirement income, reducing market volatility, and planning your estate for a secure future.

Retirement income diversification Market volatility reduction Estate planning

Financial Planning

Portfolio allocations, cash flow planning, and charitable planning to help clients achieve their financial goals.

Portfolio allocations Cash flow planning Charitable planning

Wealth Advisory Process

Comprehensive advisory process including Discovery, Analysis, Development, Implementation, and Monitoring to help clients define and achieve financial success.

Discovery Analysis Development Implementation Monitoring

Second Opinion Service

Review of existing financial plan with no obligation — firm listens to needs and provides feedback on current strategy.

No obligation consultation Discuss fees Current strategy review Follow-up conversation with recommendations

Credentials & Certifications

Investment Adviser Representative

AB in Geography — Dartmouth College

Frequently Asked Questions

What are Nick Lenssen's credentials? +

Nick Lenssen holds an AB in Geography from Dartmouth College and is an Investment Adviser Representative. He has lived in Boulder for 30 years and has 35 years of prior experience in business and non-profits.

What is Bear Peak Financial's approach to investing? +

The firm uses an Asset Class Investing approach focused on long-term goals rather than short-term market trends. It is based on academic research and nearly 90 years of market data, designed to protect against common behavioral mistakes.

What is the minimum investable assets to work with the firm? +

Due to the firm's commitment to personalized comprehensive planning, services are best suited for families and individuals with more than $250,000 in investable assets.

How does the firm charge for services? +

There is no charge for the initial consultation meeting. The firm works only on a fee basis, with fees carefully explained. The firm is registered in the State of Colorado.

What is the second opinion service? +

A no-obligation service where the firm spends most of the meeting discussing client needs and listening, then answers questions about fees and discusses current investment strategy before a follow-up conversation with recommendations.

Does the firm make trades without client authorization? +

No — the firm will never make trades or do anything to an account without the client's direct authorization. Clients are always in full control of all accounts.

Contact Bear Peak Financial

Bear Peak Financial

Address

1195 Albion Wy, Boulder, CO 80305

Phone

(303) 506-3399

Website

bearpeakfinancial.com

Location

Location of Bear Peak Financial, 1195 Albion Wy, Boulder, CO 80305 · View on Google Maps

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Get in Touch

Ready to work with Bear Peak Financial?

Reach out today to schedule a consultation.

(303) 506-3399

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