A complete list of active advisors currently associated with Boulder Financial Planning Company

Warmer can help you find a great advisor at Boulder Financial Planning Company or one who fits your needs even better.

Boulder Financial Planning Company is a fee‑only advisory firm offering comprehensive financial planning (project‑based and ongoing) and discretionary investment management for individuals, high‑net‑worth clients, and corporations or other businesses. Its planning services cover retirement, tax‑aware strategies, employee benefits optimization, estate planning, investment analysis, and business planning. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, blending passive and active strategies, using outside managers when appropriate, and periodically rebalancing portfolios to client objectives. Portfolios can be tailored for socially responsible investing and may address exposures to newer asset classes such as cryptocurrency, with ongoing monitoring informed by third‑party research and custodial reporting. Notably, the firm has a formal affiliation with a related public accounting practice and makes occasional cross‑referrals to coordinate planning and tax/accounting matters without charging referral fees, and it explicitly serves corporate/institutional clients in addition to individuals — a less common mix for a small independent adviser. The firm was recently registered in 2026, currently reports no assets under management, operates with a small team under owner oversight, and directs clients to a single institutional custodian for account custody and execution.

To learn more about the advisors currently working at Boulder Financial Planning Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sam Napp	Longmont, CO	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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