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Planning and investing the way you would if you knew what we knew.

Who we work with:

We are a fee-only financial planning and wealth management firm located in Boulder, CO.  Our financial planning and investment management services are tailored to your specific needs and stages in life.  Select a description below to learn more.
RECENT GRADUATE

You’ve got your degree in hand and a career your love.  See how we can help make sure you get off on the right foot and never have to look back with regret. 

WORKING PROFESSIONAL

Discover how to integrate the benefits, accounts, and policies you have with your employer  with those you hold at home.

 

ENTREPRENEUR /
SMALL BUSINESS OWNER

You already wear a lot of hats.  We can help you out with a few of them so you can put the focus back on what you do best. 

RETIRING /
RETIRED INDIVIDUAL

Congratulations!  You’re almost there!  Now you just need someone to put it all together.  We’re ready to listen and make sure when you stop working you’re not worried about whether or not you stopped too soon.   

 

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Flatirons Wealth Management (“FWM”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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