Overview

We are working on succession planning and are seeking to expand our next generation leadership. We are searching for exceptional advisors/managers to join or merge with our current team in order to continue, if not accelerate, the growth and success of our firm. We expect to share equity to attract talent.

We are a highly respected fee-only financial advisory firm in Boulder, CO with a strong 20+ year track record. We manage about $500 million in assets and have grown at an average rate in excess of 15% a year. We provide (DFA-style) portfolio management, rigorous financial planning and sophisticated impact investing strategies (in both public and private markets). We are both business and community leaders, and a Certified B Corp (a designation for being a socially responsible business).

Market
RIA
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...