Littleton, CO Office

Team
Updated today
Traction Financial Partners logo

Traction Financial Partners

Team

Firm-wide stats for Traction Financial Partners

Total advisors

7

Across 2 offices

Clients per advisor

47 Typical

Avg AUM per client

$835,643 Typical

HNW client ratio

61% Very High

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

Retirement plans for business owners (SEP, solo 401k)

Based on Traction Financial Partners

Occupation focus

Founder/Business Owner Executive

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

user avatar

Tiffany C

Series 66

Littleton, CO

Traction Financial Partners

Tiffany Charles is a financial advisor at Traction Financial Partners with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Destiny Capital Corporation, Park Ave Securities, and Guardian. Charles serves on the board of the DSST Foundation in Denver and is a member of the board of directors for bQuest, where she provides consulting and sales support. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach and provides comprehensive financial planning, retirement plan advisory, portfolio management, and coordinates estate-planning document creation using a third-party platform.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Andrew B

CFP®, Series 63

Littleton, CO

Traction Financial Partners

Andrew Barnes is a CFP® with 13 years of industry experience. He currently works at Traction Financial Partners, where he has been since 2022. His prior roles include positions at Lion Street Financial, Mercer Global Advisors Inc., and Raymond James Financial Services. Traction Financial Partners serves individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using ETFs and other securities, provides comprehensive financial planning, and coordinates with outside professionals for estate planning and ongoing portfolio supervision.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Leslie G

Series 66

Littleton, CO

Traction Financial Partners

Leslie Garske is a financial advisor at Traction Financial Partners with 14 years of industry experience. She holds a Series 66 designation and has worked at several firms including AE Wealth Management and AXA Advisors. In addition to her advisory role, Garske owns and operates Garske Divorce Mediation and Financial Analysis LLC, providing divorce mediation, expert witness testimony, and divorce financial planning services. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach using primarily ETFs and coordinates comprehensive financial and estate planning through client interviews and collaboration with outside professionals.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ryan M

CFP®, Series 65

Littleton, CO

Traction Financial Partners

Ryan Mc Namee is a Series 65-licensed advisor at Traction Financial Partners with two years of industry experience. He has previously worked at Connor Group CX, RSM, LLP, Grant Thornton, LLP, and Miller Consulting Group. Outside of advisory work, he is a Certified Public Accountant and manages Front Range Tax Services, providing tax preparation and consultation. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a core-satellite investment approach and focuses on client education and retirement plan participant workshops, using tools such as the Snug platform for estate planning coordination.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Randy A

CFP®, Series 63, Series 65

Littleton, CO

Traction Financial Partners

Randy Anderson is a CFP® professional with 23 years of industry experience. He is currently with Traction Financial Partners in Littleton, CO, and has previously worked at LPL Financial and Equitable Advisors. He serves as Chair of the Board of Directors for the Arapahoe Community College Foundation. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and institutional clients, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm employs a core-satellite investment approach that focuses on strategic ETF allocations combined with tactical satellite investments, and it provides educational workshops and coordinates estate-planning support through third-party platforms.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Evan B

Series 66

Littleton, CO

Traction Financial Partners

Evan Barnes is a financial advisor at Traction Financial Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is a member of L.E.T.S LLC, a property ownership group in Highlands Ranch, CO. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach and offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and estate-planning coordination using third-party platforms.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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