Flatirons Wealth Management

Flatirons Wealth Management provides investment management, comprehensive financial planning, and employee benefit plan advisory services to individuals, high‑net‑worth clients, and pension/profit‑sharing plan sponsors. The firm manages roughly $49 million in discretionary client assets and delivers both ongoing portfolio oversight and written financial plans tailored to each client's goals.

The firm generally favors a passive, asset‑allocation approach using index mutual funds and ETFs to construct portfolios, while also applying fundamental, technical, cyclical and charting analysis to inform tactical decisions. It discloses the use of options and other derivatives in client accounts as part of its toolkit for hedging and income strategies, and it manages accounts on a discretionary basis with regular reviews.

Compared with many peers, Flatirons combines traditional AUM billing for portfolio management with fixed‑fee and subscription‑style planning arrangements, an uncommon pricing feature among independent advisers. It also provides ongoing pension and employee benefit plan consulting and explicitly incorporates derivatives strategies in client accounts—both services that are less typical for firms of its size—and is led by a CFP®‑certified principal.