Boulder Canyon Financial

Boulder Canyon Financial Partners, LLC is a fee‑only, woman‑founded independent registered investment adviser run by a sole owner. The firm offers written financial planning and discretionary portfolio management to individuals and families, high‑net‑worth clients, trusts, pension plan participants, and not‑for‑profit organizations.

The firm follows a top‑down tactical asset allocation process using a relative growth/valuation framework to set sub‑asset class exposures, and it constructs portfolios from a blend of equities, fixed income and opportunistic investments with rebalancing at least twice a year. Boulder Canyon may engage third‑party subadvisors or money managers after due diligence and periodically monitors those managers while using long‑term purchase strategies for client accounts.

Distinctive aspects disclosed in the brochure include the principal’s credential in sustainable, responsible, and impact investing and the firm’s use of private micro‑loans for social benefit as part of its fixed‑income strategy, reflecting an emphasis on socially conscious options. The firm requires custody with Charles Schwab and accepts soft‑dollar research and technology benefits from that custodian (noted as a potential conflict of interest), and it includes a complimentary financial plan for clients who elect investment management.