Contact CFM to schedule a consultation:

(970) 613-1392 info@colofin.com

4848 Thompson Parkway, Suite 320 | Johnstown, CO 80534

Fee Only Wealth Management.

Colorado Financial Management, Inc. (CFM) is a Registered Investment Advisor with the Securities and Exchange Commission specializing in conservative investment strategies and retirement planning. CFM is a fee only investment advisor charging a fee based on client assets under management.

  • The Informed Way to Invest™
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  • Our Firm
    Colorado Financial Management

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  • CFM Office
    Colorado Financial Management's Office

    4848 Thompson Parkway Suite 320, Johnstown, CO 80534

Fee-Only Investment Advisors of Northern Colorado

Colorado Financial Management

Colorado Financial Management, Inc. (CFM) is a Registered Investment Advisor with the Securities and Exchange Commission specializing in conservative investment strategies and retirement planning. CFM is a fee only investment advisor charging a fee based on client assets under management. The Informed Way to Invest

Learn what this means for your investment

What We Do

CFM serves clients across the United States with most residing in Northern Colorado (Loveland, Longmont, Greeley, Fort Collins and Boulder) and Denver. The firm is taking new clients with minimum investable assets of $400,000. CFM has a lower minimum investable assets level of $100,000 for prospective clients that are accumulating assets for retirement. CFM has assets under management in excess of $250 million.

CFM Services »

Who We Serve

CFM manages investment assets for retirees, near retirees, wealth accumulators, or institutions. We also provide retirement and estate planning with an eye on minimizing income and estate taxes.

Meet the CFM Team »


CFM Mission

Making your life’s work
work for you and your family

Discover the difference with a Registered Investment Advisor

How CFM Differs

CFM services differ from others in the following areas:

  • Fees for service vs. commission for selling
  • CFM does not execute transactions in investments we do not understand or highly speculative investments
  • Independent third party custodian which provides “client” with added safety and security
  • Experience and education of advisors
  • Utilization of Exchange Traded Funds (ETFs) and core mutual funds for equity and fixed income investments
    • Ease in monitoring risk and investment performance to peers
    • Broad diversification
  • Why utilize Exchange Traded Funds (ETFs) instead of Mutual Funds or individual securities?
    • ETFs give investors the benefits of a diversified "basket of securities" similar to a Mutual Fund
    • ETFs do not have short-term redemption fees. CFM can trade monthly without a penalty
    • ETFs used by CFM have lower fund expenses versus their mutual fund counterparts
    • Most ETFs used in CFM’s Monthly ETF Portfolio have no trading fees
  • Reporting is easy to understand and provides comparative indexes for performance comparison

CFM Vision

Northern Colorado’s premier investment advisory firm, providing independent client centered advice to growing and diverse clientele


CFM Core Values

  • Strives to provide peace of mind
  • Earn trust daily
  • Enjoy what we do
  • Professional, competent, compassionate
  • Transparent - no conflicts of interest
  • Embrace competition - it makes us better

Latest News & Updates

2015 Client Appreciation Event

Client Appreciation Event Registration

Posted by Bekah Pickerell on August 21, 2015

Wednesday, September 30, 2015 at 9:00am The Ranch Bar & Grill (inside the Budweiser Event Center) 5290 Arena Circle Loveland, CO 80538 This event is for all…

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Budweiser Event Center

2015 Annual Client Appreciation Event

Posted by Bekah Pickerell on August 21, 2015

2015 Annual Client Appreciation Event Our 2015 Annual Client Appreciation Event, honoring all clients of Colorado Financial Management, will include breakfast and refreshments provided by Ovations Catering…

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Colorado Financial Management Logo

Market Volatility Update

Posted by Bekah Pickerell on August 13, 2015

Market Volatility Update – August 2015 Equity markets have had heightened volatility of late caused by a variety of fears: Global growth slowdown China currency devaluation Declines…

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