Snowball Wealth Management

Know what you own and why

Accountant in Boulder, CO (show on map)

Snowball Wealth Management is a fee-only, independent Registered Investment Advisor in Boulder, CO helping clients achieve balanced financial advice directly from the advisor making investment decisions.

Call (303) 666-6292

Navigate to Visit website

About

Snowball Wealth Management is a fee-only, independent Registered Investment Advisor (RIA) based in Boulder, Colorado. They adhere to a fiduciary standard and provide financial advice directly from the advisor making investment decisions.

With no minimum net worth or portfolio requirements, they serve clients throughout the country. Founded in 2006, they believe everyone deserves balanced financial advice and love to educate clients about their portfolios.

Fee-only, independent, fiduciary RIA

No minimum net worth or portfolio requirements

20 years of experience since 2006

Education-focused approach

Direct advisor relationship

Services

Financial Planning

Comprehensive financial planning to help clients understand and achieve their financial goals.

Goal Setting Retirement Planning Investment Strategy

Wealth Management

Investment management and portfolio management services.

Portfolio Management Investment Research Asset Allocation

Financial Consulting

Financial consulting services tailored to client needs.

Customized Advice Research-based Decisions

Investment Consulting

Investment advice based on in-house research and fiduciary responsibility.

Independent Research Fiduciary Standard

Asset Management

Asset management services with focus on client education and integration with life goals.

Goal-aligned Investing Client Education

Credentials & Certifications

Certified Public Accountant (CPA)

CERTIFIED FINANCIAL PLANNER (CFP)

Frequently Asked Questions

What makes Snowball Wealth Management different? +

Snowball Wealth Management is a fee-only, independent RIA that adheres to a fiduciary standard. They do their own research and educate clients about their portfolios. They have no minimum net worth or portfolio requirements.

When was Snowball Wealth Management founded? +

Snowball Wealth Management was founded in 2006 with the idea of providing financial advice based on clients' best interests.

Where is Snowball Wealth Management located? +

Snowball Wealth Management is located at 3445 Penrose Place, Boulder, CO 80301.