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Daniel L
CFP®
Steamboat Springs, CO
Lovett Investment Consulting LLC
Daniel Lovett is a CFP® with 18 years of experience in financial advisory and over 28 years as a CPA operating his sole proprietorship. He has led Lovett Investment Consulting LLC since 2007, serving clients from Steamboat Springs, CO. Lovett maintains an active accounting practice alongside his advisory work. Lovett Investment Consulting provides family-office style investment advisory services to a select group of high-net-worth families and related entities, focusing on strategic asset allocation using mutual funds, ETFs, third-party managers, and limited individual securities. The firm’s integrated approach includes periodic portfolio reviews informed by valuation metrics and close affiliation with accounting services.
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