Colorado Financial Management

Fee-only financial adviser for over 27 years, offering customized investment management strategies & financial planning

• Our mission is to identify & characterize the financial, investment & business issues of our clients & provide solutions
• Our ultimate purpose is to help our clients enjoy their wealth and achieve their life goals
• We are based in Boulder with offices in Denver and Loveland, serving clients throughout Colorado and the United States
• Clients rely on us for sound financial advice for over 27 years as they navigate through life?s most important decisions
• We are currently managing and supervising over $1 billion in securities

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• Brad Bickham
  Phone: (303) 443-2433
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• Jordan Kunz
  Financial Advisor
  Phone: (303) 443-2433
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• Chris Lagudis
  Phone: (303) 443-2433
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• Rick Lawrence
  President
  Phone: (303) 443-2433
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• Patty Meneley
  Phone: (303) 443-2433
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Free parking on-site