A complete list of active advisors currently associated with Q2 Financial
Warmer can help you find a great advisor at Q2 Financial or one who fits your needs even better.
Q2 Financial is a fee-only registered investment adviser that provides investment management and financial planning to individuals, high‑net‑worth clients, and employer-sponsored plans. The firm offers project-based and ongoing financial planning, discretionary portfolio management across stocks, bonds, mutual funds, ETFs, alternative and private investments, and retirement plan consulting for plan sponsors. The firm’s investment methodology draws on Modern Portfolio Theory, blending passive and active strategies and incorporating third‑party models accessed through Schwab’s Model Market Center™; Q2 also uses outside managers when appropriate and conducts due diligence on private funds it may recommend. Clients can request socially responsible (ESG) screens or other custom restrictions, and the firm typically manages accounts on a discretionary basis consistent with client objectives and risk tolerance. Compared with many independent peers, Q2 is notable for its affiliations and service mix: the principal serves as a pension plan specialist supporting a third‑party administrator and the firm is affiliated with an accounting entity that provides tax preparation services, arrangements the brochure discloses as potential conflicts mitigated by client choice. The firm is newly registered in 2026 and discloses retirement plan consulting and ERISA‑related advisory services as regular offerings, which are less common among similar independent advisers.
To learn more about the advisors currently working at Q2 Financial, 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 |
|---|---|---|
Eastlake, CO
| 5
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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