Colorado Capital Management

Aligning Wealth with What Matters Most

Financial advisor in Boulder, CO (show on map)

5.0

★★★★★

53 reviews

Colorado Capital Management, a Boulder-based fee-only wealth management firm and Certified B Corp, helps individuals and families align their wealth with what matters most through thoughtful planning and disciplined investing.

Call (303) 444-9300

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About

Since 2000, Colorado Capital Management, a Boulder-based fee-only wealth management firm and Certified B Corp, has helped individuals and families align their wealth with what matters most through thoughtful planning, disciplined investing, and values-aligned opportunities for impact.

Certified B Corp

Fee-only wealth management

Values-driven investing

Since 2000 - over 20 years of service

Impact investing opportunities

Services

Investments

Disciplined investing with values-aligned opportunities for impact.

Values-aligned investing Impact investing

Financial Planning

Comprehensive financial planning for individuals and families.

Comprehensive planning

Retirement Planning

Planning for secure and meaningful retirement.

Retirement strategy

Impact Investing

Investments aligned with client values for genuine impact.

Values-aligned Genuine impact

Credentials & Certifications

Certified B Corp

Reviews

Rating

★★★★★

Reviews

"Their responsiveness and expertise is top-notch."

Frequently Asked Questions

What is Colorado Capital Management? +

Colorado Capital Management is a Boulder-based fee-only wealth management firm and Certified B Corp that has helped individuals and families align their wealth with what matters most since 2000.

What services does CCM offer? +

CCM offers investments, financial planning, retirement planning, and impact investing services.

When was Colorado Capital Management founded? +

Colorado Capital Management was founded in 2000.

What type of firm is CCM? +

CCM is a fee-only wealth management firm and Certified B Corp.