Outbound Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Outbound Financial, Inc. provides wealth management, comprehensive and focused financial planning, and income and gift tax preparation to individuals, high‑net‑worth clients, not‑for‑profit entities, and business interests. The firm reports approximately $151.2 million in discretionary assets under management for about 150 clients and offers discretionary portfolio management along with written financial planning deliverables.
The firm follows a passive wealth management approach, building diversified portfolios of index mutual funds and exchange‑traded funds to meet asset‑allocation targets derived from clients’ objectives, time horizons, and risk tolerances. Clients receive ongoing monitoring and quarterly reviews, with the option for either continuous comprehensive planning (including tax work) or limited-duration focused engagements.
A distinctive aspect of the firm is that it is also registered as a Certified Public Accounting firm in Colorado and explicitly includes income and gift tax preparation within its comprehensive planning services, integrating tax preparation and tax planning with investment advice. The firm also provides portfolio management for institutional‑type clients such as not‑for‑profit entities and business clients and recommends Charles Schwab as custodian, through which it receives certain soft‑dollar benefits.
Client services
Expertise
Fee options
$4,000 for Focused Financial Planning (initial $500 due at engagement, remainder at completion)
$250 per hour
$9,600 annually ($2,400 per quarter) for Comprehensive and Ongoing Financial Planning (includes Wealth Management and Income/Gift Tax Preparation)
Main office
6260 Lookout Road, Ste 220 L
Boulder CO 80301
Advisors at this office
1
Most active in
Colorado
Also doing business as
Outbound Financial · Outbound Financial, Inc.
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
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Trust company
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Lawyer
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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