GHP Investment Advisors, Inc.

GHPIA uses a disciplined, long-term approach called the GHPIA Valuation Benchmark. Rather than market timing or momentum plays, they seek to understand long-term relationships between risk and reward, taking only the amount of risk necessary to achieve client goals.

The GHPIA team includes CFPs, CPAs, CFAs, CEPs, PFSs, CBEs, and MBAs — credentialed advisors providing comprehensive wealth management services.

Yes, GHPIA is a fiduciary as a Registered Investment Advisor with the SEC. They are legally obligated to act in clients' best interests and do not receive commissions for selling financial products or insurance.

GHPIA's Financial Concierge service handles everything from basic financial housekeeping to high-level financial issues. This includes paperwork completion, referrals to experts (Social Security, Health Insurance, Mortgages, Business Valuations), attending meetings with your accountant or attorney, coordinating with financial institutions, reviewing 401(k) and 529 plans not managed by GHPIA, and advising on charitable contributions. This service is included as part of regular asset management fees.

GHPIA manages $3 billion in assets under management with 30 years of experience.

GHPIA is located at 1290 Broadway, Suite 1100, Denver, CO 80203. Phone: 303-831-5051.

GHPIA is a fee-only advisor that only receives compensation from clients. They charge a fee for the initial financial plan that varies based on complexity, and ongoing asset management fees based on assets under management. Fee schedule ranges from 1.00% for $1-$999,999 to 0.30% for $75M and above. They do not accept commissions or sell financial products.

The PSRA program provides eligible clients with annual reimbursement for qualified third party professional services. Clients with $1 million or more in equity assets may be eligible for $1,000 or more in annual reimbursement for services like tax preparation, legal advice, estate planning, or business consulting.