A complete list of active advisors currently associated with Traction Financial Partners
Warmer can help you find a great advisor at Traction Financial Partners or one who fits your needs even better.
Traction Financial Partners serves individuals (including high-net-worth clients), employer-sponsored retirement plans, foundations, trusts, and estates, offering discretionary and non‑discretionary investment management, comprehensive financial planning, retirement‑plan advisory, and consulting services. The firm also coordinates estate‑document creation using an unaffiliated technology platform (Snug), allocates to sub‑advisors when appropriate, and participates in multiple LPL‑sponsored advisory programs. The firm follows a core–satellite investment framework, typically allocating 70–80% of portfolios to a strategic, ETF‑based core and 20–30% to tactical satellites that may include mutual funds, ETFs, structured notes, and individual securities; accounts are rebalanced on a cadence (quarterly, semi‑annual, or annual) tailored to client time horizon, tax considerations, and risk tolerance. Traction builds personalized investment plans after reviewing objectives, liquidity needs, tax circumstances, and works with clients’ other advisors (CPAs, estate attorneys) to coordinate implementation. Noteworthy distinctions include the firm’s disclosure that it advertises third‑party ratings and that it conducts educational seminars and participant education—practices that are comparatively uncommon among peer team firms. The six‑advisor team manages roughly $288 million for about 326 clients and includes dually registered representatives who provide both brokerage and advisory services through LPL, a custodial and platform relationship that affects how certain recommendations are implemented.
To learn more about the advisors currently working at Traction Financial Partners, 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 |
|---|---|---|
Littleton, CO
| 22
| |
Littleton, CO
| 12
| |
Littleton, CO
| 18
| |
Littleton, CO
| 14
| |
Encampment, WY
| 24
| |
Littleton, CO
| 1
|
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