Boulder Wealth Advisors

Independent Fiduciary Advice. Always.

Financial advisor in Boulder, CO (show on map)

5.0

★★★★★

1 reviews

Boulder CO boutique investment management and financial planning firm serving individuals couples families and small business owners since 1997.

Call (303) 444-1161

Navigate to Visit website

About

Boulder Wealth Advisors LLC is an independent 100% employee-owned boutique investment management and financial planning firm based in Boulder Colorado. Founded in 1997 the firm serves individuals couples families and small business owners.

As a fee-only fiduciary Boulder Wealth Advisors does not receive commissions and 100% of revenue comes from clients. The firm offers investment management financial planning estate planning tax planning Social Security and Medicare strategies small business consulting legacy planning education planning and insurance planning.

100% fiduciary fee-only - no commissions or conflicts of interest

Completely independent 100% employee owned

Founders have over 25 years of combined experience

Proprietary Life On A Page(TM) financial planning process

15+ year track record of investment management performance

Team approach - clients meet with both partners at each interaction

Minimum account size $500000

Services

Investment Management

Personalized investment plan development based on risk tolerance financial objectives and time horizon with institutional investment selection process asset allocation focus global diversification and disciplined rebalancing.

Risk tolerance assessment Asset allocation Global diversification Tax-efficient investing Alternative investments

Financial Planning

Comprehensive financial planning using proprietary Life On A Page model that streamlines financial roadmap onto one page.

Life On A Page process Goal-based planning Holistic approach 15+ year track record

Tax Planning

Proactive tax minimization strategies including Roth conversions tax-efficient withdrawal strategies and Qualified Charitable Distributions.

Tax reduction strategies Roth conversions Tax-efficient withdrawals Proactive planning

Estate Planning

Comprehensive estate planning including wills trusts charitable giving and wealth transfer to protect legacy for future generations.

Will and trust planning Charitable giving Wealth transfer Legacy preservation

Social Security and Medicare Strategies

Optimal Social Security claiming strategies and Medicare plan selection based on unique financial situation.

Social Security optimization Medicare plan selection Retirement income planning

Small Business Consulting

Financial strategies for business owners including cash flow optimization exit planning and long-term growth planning.

Cash flow optimization Exit planning Business financial guidance

Credentials & Certifications

Registered Investment Advisor (RIA)

Form ADV 2A filed

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

Is Boulder Wealth Advisors a fiduciary? +

Yes 100% of the time Boulder Wealth Advisors operates as a fiduciary - independent and fee-only ensuring objective conflict-free advice.

Is Boulder Wealth Advisors affiliated with other firms? +

No Boulder Wealth Advisors is completely independent 100% employee owned and not affiliated with any financial advisory bank brokerage administrative or other institution.

How does Boulder Wealth Advisors receive compensation? +

Boulder Wealth Advisors does not receive any compensation or commissions from any party other than their clients. 100% of revenue comes from clients (fee-only).

What is the minimum investment to work with Boulder Wealth Advisors? +

Accounts range from $500000 and up. However the firm is committed to helping families and individuals of all asset sizes.

What is Life On A Page? +

Life On A Page(TM) is Boulder Wealth Advisors proprietary financial planning model that streamlines a financial plan into a one-page financial roadmap.