Littleton, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Traction Financial Partners
Team
Firm-wide stats for Traction Financial Partners
About
Traction Financial Partners works with individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, trusts, foundations and other institutional clients. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, retirement plan advisory and consulting, and coordinates estate‑planning document creation using a third‑party platform (Snug); it also may allocate portions of portfolios to sub‑advisors or LPL‑sponsored advisory programs.
The firm describes a core‑satellite investment approach, typically placing a strategic core (70–80%) in ETFs and using a tactical satellite (20–30%) for shorter‑term views via ETFs, mutual funds, structured notes and individual securities, with account rebalancing on a quarterly to annual basis. Traction builds individualized investment plans through client interviews that assess objectives, time horizon, tax considerations and risk tolerance, and it coordinates with outside professionals such as CPAs and estate attorneys as part of ongoing supervision and periodic reviews.
Distinctive features noted in the brochure include a focus on client education and retirement‑plan participant workshops — the firm discloses providing enrollment and generic educational services for plan participants and attending sponsor‑hosted due‑diligence or training events — and the use of the Snug platform to assist clients with estate document creation. The firm’s public materials and cover disclosures point clients to third‑party sources (including its SEC/IARD listing and its website) and it openly discloses relationships with LPL Financial (including program participation and transition assistance) as part of its operational and marketing arrangements.
Based on Traction Financial Partners
Expertise
Based on Traction Financial Partners
Location
8321 S. Sangre De Cristo Road, Suite 102
Littleton CO 80127
Advisors at this office
6
Advisors at this office
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")