A complete list of active advisors currently associated with Boulder Investment Group

Warmer can help you find a great advisor at Boulder Investment Group or one who fits your needs even better.

Boulder Investment Group provides personalized investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages approximately $72,084,098 in discretionary assets across about 144 client relationships and offers services such as goal-setting, asset allocation, retirement planning and ongoing portfolio management. Investment strategy emphasizes a long-term, strategic asset-allocation approach using a core-and-satellite structure with mutual funds and ETFs as core holdings, while also employing individual stocks, bonds, ETFs and, when appropriate, options. The adviser uses a mix of fundamental, technical, charting and cyclical analysis, typically trades on a discretionary basis, performs reviews at least semi-annually, and requires clients to use specified qualified custodians for custody and trade execution. The firm is operated by a sole owner/manager who also serves as the firm’s compliance officer, a solo-practitioner structure that is less common among supported firms. The principal holds CFP certification and securities licenses and discloses separate, licensed insurance activities (sale of life, disability and fixed annuities) that may create potential conflicts when insurance products are recommended.

To learn more about the advisors currently working at Boulder Investment Group, 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
Paul Wiederholt	Overland Park, KS	30

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