Kindred Financial is a Denver-based, independent, boutique asset management firm for individuals, families, trusts, foundations, associations and small businesses.
Kindred Financial LLC is a Denver-based boutique investment firm that manages assets for individuals, businesses, trusts, and associations. Their mission is to help clients grow their wealth with integrity, honesty, and professionalism.
As a fee-based advisor, they have an incentive to make client money grow within appropriate risk measures.
Denver-based boutique firm
Independent - not tied to large financial institution
Fee-based advisor with incentive to grow client wealth
Regulated by Colorado Division of Securities
Asset allocation models based on client risk profile
Services
Asset Management
Boutique asset management services for individuals, families, trusts, foundations, and small businesses using asset allocation models based on client risk profiles.
ETF and mutual fund portfoliosBonds and stocks strategiesTactical strategies
Financial Planning
Comprehensive financial planning services including investment approach, budgeting guides, and tax planning.
Investment approachBudgeting guides2026 Tax Guide
Risk Assessment
Asset allocations and risk/reward analysis tailored to individual client risk profiles.
Risk questionnaireRisk profiling
Credentials & Certifications
Registered Investment Adviser (Colorado Division of Securities)
Frequently Asked Questions
What is Kindred Financial? +
Kindred Financial is a Denver-based, independent, boutique asset management firm for individuals, families, trusts, foundations, associations and small businesses.
What is Kindred Financial's mission? +
Their mission is to help clients grow their wealth with integrity, honesty, and professionalism.
Where is Kindred Financial located? +
Kindred Financial is located at 200 Union Blvd, Suite 200, Lakewood, CO 80228. Meetings by appointment only.
