Colorado Financial Management is a fee-only financial advisor, offering customized investment management strategies and financial counsel for individuals, families, and institutions. We are based in Boulder with offices in Denver and Loveland, serving clients throughout Colorado and the United States. Our clients have counted on us for sound financial advice for over 27 years as they navigate through life's most important decisions. Additionally, we provide consulting services for retirement and estate planning, real estate analysis, and a wide variety of other financial matters. Our philosophy is to establish a well-defined plan, identify high quality investments, reduce risk at each step of the process, and pay attention to details. We are currently managing and supervising approximately $1 billion in securities.
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Cornerstone Investment Advisors LLC is an independent investment advisory firm located in Boulder, Colorado. We specialize in investment management and financial planning services for individuals, families, and trusts. Whether your focus is on education planning for a child, long-range planning and investing for your own future retirement, or finding a portfolio that will generate steady retirement income, we can help. We take the time to learn about you, your story, your goals, and your dreams. Then we work with you to provide clear, understandable solutions designed to make it all happen. Were proud of our thorough approach to financial decisions and our careful attention to your goals and concerns. Learn more about how we can help by visiting the SERVICES page.
