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Brian J

CFP®, Series 66

Loveland, CO

Intelligent Investing

Brian Joyce is a CFP® with 21 years of industry experience and is the principal advisor at Intelligent Investing in Loveland, CO. He has operated Brian Joyce, LLC d/b/a Intelligent Investing since 2010 and maintains a role with AAFCPA/HighSight, LLC dating back to 2005. Intelligent Investing offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit sharing plans, and charitable organizations. The firm emphasizes non-discretionary advice supported by multiple analytical methods and maintains an affiliation with a CPA practice to provide accounting services alongside financial planning.

Equity compensation tax strategy General retirement planning College savings (529s, UTMA, etc.) Debt management Wealth management
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