Connect with Top-Rated Financial Planners in Boulder!

We are committed to making our clients' goals and dreams a reality. FMI is a fee-only financial planning and wealth management firm. Advisers at FMI receive no commissions from selling investment services or insurance policies. This removes commission-based incentives that are common with many other financial "planning" organizations.

Baum & Blockhus Wealth Management Services uses a total wealth management approach to help clients address all their financial challenges. The company provides investment strategies, tax reduction plans, retirement planning, and wealth transfer solutions. With over 27 years of experience, Baum & Blockhus offers personalized financial services tailored to each client's needs.

Atlas Capital is a fee-only financial coach and planner that provides modern financial and retirement planning with no conflicts of interest. Our experienced and nationally recognized expert, Doug Carey, uses award-winning planning software, WealthTrace, to help individuals plan for their future. We offer hourly planning, empowered by our unique software, and get help whenever needed.

At Gold Medal Waters, we offer personalized financial planning services to physicians, business owners, and individuals with high income or substantial assets. Our experienced team of advisors works closely with clients to understand their financial goals and develop tailored strategies to achieve them. With a focus on building trust and providing ongoing support, we help our clients navigate the complexities of financial planning and investment management.