Colorado Financial Management

The Informed Way to Invest

Financial planner in Boulder, CO (show on map)

3.7

★★★★☆

3 reviews

Colorado Financial Management provides family office style wealth management with holistic vision of personal and financial aspirations for individuals and families.

Call (303) 443-2433

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About

Our family office style experience is designed to deliver comprehensive wealth management, including access to specialized investments once beyond the reach of all but the wealthiest families. At the core is deeply engaged, personalized service built on trust, confidentiality, and consistent clear communication.

They provide planning, investments, tax, and estate and trust services.

Family office style approach for comprehensive wealth management

100% independently and locally owned

Fee-only structure - interests aligned with clients

Four CFA charterholders and nine CFP professionals

Average 20 years of experience per employee

Access to endowment-quality investments

FT Top 300 RIA List recipient

Services

Wealth Management

Comprehensive family office style wealth management including access to specialized investments and planning.

Family office style Holistic planning Investment management

Financial Planning

In-depth financial planning that addresses tax concerns, income sources, and risk concentrations across all exposures.

Tax planning Risk assessment Goal setting

Investment Management

Tactical asset allocation with ongoing investment reviews and adjustments to keep clients well-positioned.

Portfolio management Tactical allocation Alternative investments

Tax Services

Affiliated tax professionals assess potential tax implications and liabilities over generations.

Multi-generational tax planning

Estate and Trust Planning

Robust, modern approach to estate planning with complete control over who can access and make decisions over your estate.

Estate planning Trust services

Credentials & Certifications

Financial Times 300 Top Registered Investment Advisers

Since 2019

Reviews

Rating

3.7

★★★★☆

Reviews

"On-site services"

Frequently Asked Questions

What is Colorado Financial Management's approach? +

Colorado Financial Management provides a family office style experience with holistic vision of personal and financial aspirations at the heart of every wealth management decision.

What services does CFM offer? +

CFM offers wealth management, financial planning, investment management, tax services, and estate and trust planning.

Where are CFM's offices located? +

CFM has offices in Boulder at 4840 Pearl East Circle, Suite 300E, Boulder, CO 80301 and Loveland at 4848 Thompson Pkwy, Suite 320, Johnstown, CO 80534.

What credentials does CFM's team have? +

The team includes four CFA charterholders, nine financial planning professionals, former investment bankers and CPAs. Employee average is almost 20 years of experience.

Is CFM independently owned? +

Yes, CFM is 100% independently and locally owned with a fee-only structure receiving no commissions.