Top 10 Financial Advisors in Boulder, CO

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BSW Wealth Partners has a large collection of advisory certifications across its team of financial advisors. This includes Certified Financial Planner™ (CFP®) and chartered financial analyst (CFA). Other certifications include certified public accountant (CPA) and certified divorce financial analyst (CDFA). This is a fee-only firm.

BSW does not institute any sort of minimum investable asset requirement. Regardless, the firm serves mostly high-net-worth individuals. Its client base also includes families, non-high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and businesses.

BSW Wealth Partners offers extensive investment management services that take care of everything from strategy implementation to portfolio reporting. For financial planning clients, services include wealth planning, employee stock option planning, retirement planning and college fund planning.

BSW Wealth Partners utilizes a long-term investment ideology that focuses on diversifying widely across multiple asset classes. To ensure your portfolio is as diversified as possible, the firm will look to invest your assets in non-correlated markets. Some of BSW’s typical investments include equities, mutual funds, exchange-traded funds (ETFs), real estate, hedge funds and private equity placements.

In order to keep your asset allocation intact and take into account other economic conditions, BSW will perform portfolio rebalances no more than twice per year. In the case that the firm has identified opportunistic investments, your allocation may shift a bit.

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Next on the list is The Millstone Evans Group. There is no minimum account size. Most clients are non-high-net-worth individuals, with high-net-worth clients on the rolls as well. Institutional clients include pension and profit sharing plans, charitable organizations and corporations. Most clients pay an asset-based fee for all services.

The firm’s team holds designations such as accredited asset management specialist (AAMS), chartered divorce financial analyst (CDFA) and Certified Financial Planner™ (CFP®). As a fee-based firm, some advisors are also insurance agents and can earn commissions. This is a conflict of interest, but all advisors are still bound by fiduciary duty to act in the best interest of the client. 

Services include financial planning, portfolio management and a wrap program. 

Long- and short-term purchases are used at Millstone Evans, along with trading and options writing. Mutual funds make up around two-thirds of investments, with individual stocks representing a bit less than a quarter. Bonds and cash holdings make up the rest.

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Colorado Capital Management is a fee-only, independent registered investment advisor headquartered in Boulder, Colorado. The firm does not sell investment products or receive commissions, and it has no affiliation with any broker-dealer or insurance agency. Instead, the firm earns fees solely for providing investment advice and financial planning, always acting as a fiduciary in clients’ best interests.

Clients include individuals and families across the wealth spectrum, with a typical emphasis on high-net-worth individuals, foundations, endowments, business owners and corporate executives. The minimum account size is generally $1 million per household, though this may be waived or negotiated at the firm’s discretion.

The firm’s team includes credentialed professionals with designations such as Certified Financial Planner™ (CFP®), chartered financial analyst (CFA) and certified public accountant (CPA), among others. Colorado Capital Management collaborates with clients’ existing professionals, including attorneys and CPAs, to provide integrated and comprehensive wealth management.

The firm develops individualized investment policy statements to guide asset allocation and security selection. It offers both discretionary and non-discretionary portfolio management, tailoring each portfolio based on the client’s goals, risk tolerance, time horizon and liquidity needs. Colorado Capital Management also supports impact investing preferences and offers portfolios that incorporate environmental, social and governance (ESG) criteria when requested.

The firm uses fundamental analysis to evaluate securities and typically favors long-term investment strategies. Its core philosophy emphasizes diversification across asset classes using low-cost mutual funds, exchange-traded funds (ETFs) and occasionally individual stocks and bonds. In certain cases, alternative investments such as private equity, hedge funds or real estate may be recommended for qualified clients.

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Black Swift Advisors is a fee-only firm that offers investment management and financial planning services to individuals, families, trusts, estates, corporations and charitable organizations. Clients include both high-net-worth and non-high-net-worth individuals.

There is no minimum investment required to engage the firm’s services. 

Black Swift Advisors’ team includes professionals with financial industry certifications, including the chartered financial analyst (CFA) designation. As a fee-only fiduciary, the firm does not receive commissions for the sale of financial products, and it is legally obligated to act in clients’ best interests at all times.

The firm customizes portfolios based on each client’s goals, risk tolerance, time horizon, liquidity needs and overall financial picture. It employs a disciplined investment approach rooted in strategic asset allocation, diversification and tax efficiency. Portfolios may include individual equities, bonds, ETFs, mutual funds and alternative investments. Black Swift Advisors uses a long-term investment philosophy and regularly rebalances client accounts to maintain alignment with target allocations.

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Boulder Wealth Advisors is a fee-based firm that provides investment management and financial planning services to individuals, families, pension and profit-sharing plans, trusts, estates and charitable organizations. While the firm does receive commissions from the sale of non-securities insurance products such as life insurance and annuities, it acts as a fiduciary, maintaining a legal obligation to act in clients' best interests at all times.

The firm generally requires clients to have at least $500,000 in investable assets, though exceptions may be made at the firm's discretion. Clients typically include high-net-worth individuals, retirees, business owners and professionals seeking personalized, long-term financial guidance.

The Boulder Wealth Advisors team includes professionals licensed to sell insurance products, and partners with outside professionals such as certified public accountants (CPAs), estate attorneys and insurance brokers to coordinate clients’ broader financial planning strategies. Financial planning fees range from $1,500 to $7,000 for fixed-fee services, while ongoing portfolio management fees are based on a tiered structure with a maximum annual advisory fee of 1.5%.

Boulder Wealth Advisors uses five portfolio models – Ultra Aggressive, Aggressive, Growth, Growth & Income and Bond Only – to align with client risk tolerances and time horizons. Each model emphasizes diversification across domestic and international equities, as well as a broad mix of fixed-income asset classes, including government, corporate, municipal, high-yield and emerging market bonds. Allocation decisions are primarily tactical, with the firm employing top-down economic analysis and fund selection criteria such as price-to-earnings ratio, manager tenure and sector exposure.

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The Wealth Conservancy is a fee-only firm that works with almost exclusively individuals, split fairly evenly between high-net-worth and non-high-net-worth clients. The only institutional clients at the firm are corporations and charities.

There is no minimum account size, but the minimum quarterly fee for asset management is $1,350. The team at The Wealth Conservancy hold designations such as Certified Financial Planner™ (CFP®) and certified professional career coach (CPCC).

Services include portfolio management, financial planning, tax planning, cash flow management, insurance review and estate planning.

The Wealth Conservancy utilizes a number of investment strategies based on charting, fundamental, technical and cyclical analysis. Possible investments at TWC include stocks, bonds, foreign investments, commercial paper, CDs, variable annuities and mutual funds. Both long- and short-term purchases may be used, depending on a client's risk tolerance and time horizon.

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KilterHowling LLC is a fee-only investment advisory firm based in Boulder, Colorado.

The firm primarily serves individuals, high-net-worth individuals, charitable organizations and retirement plans. And there is no minimum investment requirement to establish an advisory relationship with KilterHowling. 

KilterHowling operates under a fiduciary standard and does not accept commissions or other third-party compensation for investment products.

KilterHowling offers clients a selection of model portfolios and customized strategies grounded in asset allocation, diversification and long-term discipline. The firm manages portfolios primarily using mutual funds, ETFs and individual securities. Its flagship strategies include the KilterHowling Global Growth (KHGG) and KilterHowling Capital Preservation (KHCP) portfolios, with additional satellite strategies available such as ESG portfolios, municipal bond strategies and private investments for qualified clients. Risk tolerance and liquidity needs inform each portfolio’s construction, and the firm may incorporate third-party managers when appropriate.

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Quish & Co, LLC is a fee-only registered investment advisor based in Boulder, Colorado. The firm does not receive commissions or compensation for the sale of financial products, such as annuities or insurance. As a fiduciary, Quish is committed to always acting in the best interests of its clients.

The firm primarily works with complex, multi-generational families and their associated trusts and estates. While the general minimum for affiliated accounts is $10 million, Quish may waive this threshold at its discretion, particularly for family members of existing clients or employees.

Quish offers discretionary investment management tailored to each client’s goals, risk tolerance, time horizon and liquidity needs. Client portfolios may include traditional asset classes as well as alternative investments such as hedge funds and private equity. The firm typically avoids initial public offerings (IPOs) and receives no compensation from fund companies or brokerages.

Quish relies on both strategic and tactical asset allocation, and its research process combines quantitative analysis, manager due diligence, site visits and reviews of private placement memoranda. 

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Cornerstone Investment Advisors, LLC is a fee-only firm that offers comprehensive financial planning and portfolio management services to individuals, families, trusts and estates, charitable organizations, small businesses and institutional clients. It does not accept commissions of any kind, including for insurance products, and is compensated solely by client fees.

There is no investment minimum required to become a client of Cornerstone. The firm serves clients across the wealth spectrum and offers hourly, fixed-fee and percentage-based pricing options depending on the engagement.

Cornerstone tailors its portfolio management services to each client’s goals, risk tolerance and liquidity needs. Advisors may manage accounts on a discretionary or non-discretionary basis, with strategies built on modern portfolio theory and global diversification. The firm uses a mix of individual securities, exchange-traded funds (ETFs), mutual funds, bonds and alternative investments, and may also recommend third-party sub-advisors when appropriate. Portfolios are reviewed continuously and rebalanced as needed to align with client objectives and evolving market conditions.

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Snowball Wealth Management is a fee-only advisory firm that offers financial planning, investment management and wealth management services on a discretionary and non-discretionary basis. Its clientele includes individuals, families, trusts, estates, charitable organizations and business entities. The firm does not impose a minimum account size for any of its services.

Snowball Wealth Management’s advisory team includes professionals holding the Certified Financial Planner™ (CFP®) designation. As a fee-only firm, it does not receive commissions or compensation from the sale of securities or insurance products. 

The firm’s investment approach is tailored to each client’s financial situation, goals, time horizon and risk tolerance. Snowball Wealth Management uses fundamental analysis, cyclical analysis and modern portfolio theory to evaluate and manage portfolios. Investment strategies may include long-term trading and options trading, depending on client needs and risk preferences. Portfolios are primarily composed of mutual funds, ETFs, equities, fixed income securities and real estate funds (including REITs).