A complete list of active advisors currently associated with Flatirons Wealth Management
Warmer can help you find a great advisor at Flatirons Wealth Management or one who fits your needs even better.
Flatirons Wealth Management serves individuals, high‑net‑worth clients, and employer‑sponsored retirement plans, offering tailored portfolio management alongside comprehensive and hourly financial planning. The firm also provides employee benefit plan services and consulting to plan sponsors as part of its advisory offerings. The firm largely implements a passive investment framework built with index mutual funds and ETFs while using fundamental, technical, cyclical, and charting analysis to set asset allocation and portfolio targets. In implementation it may employ options and other derivative strategies within separately managed accounts, and it exercises discretionary authority to manage portfolios in line with client investment policy statements. Distinctive practices include a subscription‑style ongoing financial planning option following delivery of a comprehensive plan, and an explicit practice of advising and monitoring pension and participant‑directed retirement plans. The firm requires clients to custody assets at a recommended institutional custodian and leverages custodian resources (including soft‑dollar benefits) to support trade execution, research access, and reporting.
To learn more about the advisors currently working at Flatirons Wealth Management, 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 |
|---|---|---|
Boulder, CO
| 15
|
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