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Credentials
CFP®
Experience Industry experience
9 years
Location
Fort Collins, CO
Living Room Wealth Management
Independent
Total advisors
1Clients per advisor
42 HighAvg AUM per client
$1,581,174 Very HighHNW client ratio
52% HighLiving Room Wealth provides in-depth financial planning for families navigating equity compensation, life transitions, sabbaticals and career changes. I help parents with complicated compensation packages make strategic investment decisions to achieve financial independence and retire early (FIRE).
Un-Complicating Big Financial Decisions Every once in a while we have to make decisions about things that really matter, and a lot of the time there’s no easy answer. That’s where I come in. I’ll help you make career and life decisions that give you the optionality and flexibility for whichever way life takes you.
Investment Strategies Tailored to Families in Tech You need a unified investing strategy that matches what you actually want your money to accomplish. Our framework seamlessly integrates your company stock with your broader portfolio, emphasizing agility and optionality while acting as a backstop for irregular cash flow when you inevitably make that big life change.
I’m a CERTIFIED FINANCIAL PLANNER® Professional • I’ve gone through extensive training, passed the certification exam and I’m committed to the highest ethical standard as a fiduciary for my clients. • But that’s just the foundation – the really fun part is building expertise in equity compensation and tax planning while bringing my own experience as a parent with young kids to the financial planning process. • Living Room Wealth is based in glorious Colorado, but I work virtually. I’m Matt, head of the firm and a proud fiduciary.
0.75% to $3M + 0.25% $3-12M + 0.15% $15M+
$7,500/yr
$300
Fort Collins, CO
Fort Collins CO
Advisors at this office
1
Arizona · Colorado · Kentucky · Ohio · Texas
9 years of industry experience
Resource Design, Inc.
2019 - Present • 7 years
Fort Collins, CO
Resource Design, Inc.
2018 - 2019 • 1 year
Edgewood, KY
Resource Design, Inc.
2017 - 2018 • 1 year
Edgewood, KY
Resource Design, Inc.
2015 - 2017 • 2 years
Edgewood, KY
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Fort Collins, CO
Otium Wealth Management
Jared Dull is a CFP® and Series 66 registered advisor with five years of industry experience. He is the sole advisor at Otium Wealth Management in Fort Collins, CO, and previously worked at Edward Jones for five years and at ConocoPhillips for nine years. He is also a licensed insurance agent in Fort Collins. Otium Wealth Management serves individuals, high-net-worth families, trusts, retirement plans, and charitable foundations by providing discretionary investment management and financial planning. The firm combines strategic and tactical asset allocation with various investment approaches and offers retirement-plan consulting and ERISA fiduciary services.
Series 66
Fort Collins, CO
Ascend Private Wealth Management
Jack Hastings is a financial advisor at Ascend Private Wealth Management in Fort Collins, CO, holding a Series 66 designation. He has experience working with UBS Financial Services and Fidelity Investments. Outside of finance, he has worked in roles ranging from education to sports instruction. Ascend Private Wealth Management provides combined financial planning and discretionary portfolio management to individuals, families, trusts, and business owners without a stated account minimum. The firm's investment approach combines bottom-up fundamental and technical analysis with macroeconomic-driven tactical asset allocation, using both active security selection and selective passive strategies.
Series 65
Fort Collins, CO
Kibo Investment Advisors LLC
Michael Gavin is the sole advisor at Kibo Investment Advisors LLC in Fort Collins, CO. He holds a Series 65 designation and has been affiliated with Kibo since 2026. Gavin also maintains a full-time academic appointment at Colorado State University since 2012. Kibo Investment Advisors LLC offers discretionary investment management and tailored advisory services primarily to individuals, high-net-worth households, trusts, and families. The firm employs a proprietary quantitative approach that integrates machine learning and academic research, focusing on companies with lower carbon exposure.
CFP®, Series 66
Timnath, CO
Level Up Financial Planning, LLC
Lucas Casarez is a CFP®-certified financial advisor with 11 years of industry experience. He is the principal of Level Up Financial Planning, LLC and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during the tax season. His prior experience includes roles at CETERA Advisor Networks, CWM, LPL Financial, and Keystone Financial Services. Level Up Financial Planning serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm uses a primarily passive investment approach focused on low-cost, tax-efficient portfolios composed of index mutual funds and ETFs, while incorporating technical and cyclical analysis in its reviews.
CFA®, Series 63, Series 65
Fort Collins, CO
SELLA Wealth
Lotem Sella is a CFA® charterholder with 10 years of industry experience. He is currently with Sella Wealth, which he joined in 2026, and previously worked at Thrivent Investment Management Inc for eight years. His background also includes roles at the University of Colorado Denver and Fidelity Brokerage Services LLC. Sella Wealth is a newly registered investment adviser serving individual and high-net-worth clients with portfolio management and written financial planning. The firm uses fundamental, technical, and cyclical analysis combined with strategic and tactical asset allocation, and offers discretionary asset management alongside standalone planning services under fiduciary standards.
CFP®, Series 65
Fort Collins, CO
Oaktree Financial Planning, LLC
Sunit Bhalla is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been the sole advisor at Oaktree Financial Planning, LLC since 2008, based in Fort Collins, Colorado. Oaktree Financial Planning, LLC is a fee-only fiduciary firm that provides personalized financial planning and discretionary investment management primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm’s approach combines strategic baseline allocations with tactical adjustments, using both index and actively managed funds, and emphasizes tax-aware account placement and liquidity management.
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