Denver, CO Office
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Destiny Capital Corporation
Team
Firm-wide stats for Destiny Capital Corporation
About
Destiny Capital serves individuals, high‑net‑worth clients, trusts and estates, including a focused practice for entrepreneurs; the firm manages roughly $382 million for about 260 clients through an eight‑advisor team and maintains six offices. Services include discretionary individual portfolio management, financial planning (stand‑alone or combined), consulting, and tax planning/preparation offered via an affiliated entity, Destiny Tax & Accounting, LLC.
The firm blends strategic asset allocation grounded in Modern Portfolio Theory with tactical adjustments, regular monitoring and at‑least‑annual rebalancing, investing across cash, money markets, equities, fixed income, mutual funds, ETFs and selected alternative investments. Destiny Capital employs third‑party tools and platforms — including Nitrogen for risk‑tolerance profiling, Orion model managers and eMoney for planning — and integrates quantitative, fundamental and materiality‑based ESG analysis into portfolio construction.
Distinctive features include the firm’s use of testimonials and endorsements in its advertising and an atypically broad multi‑office footprint for a team of its size. Destiny Capital also offers a specialized "Destiny Offering for Entrepreneurs" that combines business and exit planning with an investment thesis for private interests, partners with bQuest to provide end‑of‑life planning at no additional charge (with some firm representatives serving on bQuest’s board), and operates an affiliated tax practice that provides reduced or absorbed tax fees for clients depending on assets under management.
Based on Destiny Capital Corporation
Expertise
Based on Destiny Capital Corporation
Location
1800 Wazee Street, Suite 300
Denver CO 80202
Advisors at this office
3
Advisors at this office
Alison Y
CFP®, Series 63, Series 66
Denver, CO
Destiny Capital Corporation
Alison Yoder is a CFP® with 23 years of industry experience, currently serving as an Investment Adviser Representative at Destiny Capital Corporation in Denver, CO. She has been with Destiny Capital and its affiliated securities firm since 2015. Outside of her advisory role, she holds a Colorado Notary commission and is a joint owner of a That 1 Painter franchise with her spouse. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm employs a strategic asset allocation approach combined with tactical adjustments and integrates ESG analysis, while offering a broad range of services including portfolio management, financial planning, and tax preparation through an affiliated entity.
Courtney K
CFP®, Series 65
Denver, CO
Destiny Capital Corporation
Courtney Kenning is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently part of the eight-advisor team at Destiny Capital Corporation and has previously worked at Mariner Wealth Advisors and Callahan Advisors, LLC. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a focused practice for entrepreneurs. The firm combines strategic asset allocation with tactical adjustments and integrates ESG analysis into its investment process, managing approximately $382 million across multiple offices.
Jarrod M
CFP®, Series 66
Denver, CO
Destiny Capital Corporation
Jarrod Musick is a CFP® professional with 15 years of experience, currently serving at Destiny Capital Corporation since 2011. He holds the Series 66 designation and is the majority owner of Destiny Holdings, the parent company of Destiny Capital Corporation, where he also serves as President and Secretary of the board. Outside of his advisory role, he is the author of *The Abundant Entrepreneur* and owns Victory Fit, a gym in Centennial, Colorado, where he oversees financial and business strategy. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm manages approximately $382 million across 260 clients through an eight-advisor team and offers discretionary portfolio management, financial planning, consulting, and tax planning via an affiliated entity. Their investment approach combines strategic asset allocation with tactical adjustments, incorporating quantitative, fundamental, and ESG analyses.
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