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.

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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.

Learn what this means for your investment

What We Do

CFM primarily serves clients in Northern Colorado (Loveland, Longmont, Greeley, Fort Collins and Boulder) and Denver with minimum investment assets of $250,000. CFM currently has assets under management that exceeds $200 million.

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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 our Team »


Our Mission

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

Discover the difference with a Registered Investment Advisor

How We Differ

CFM differs from other advisors 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 mutual funds for equity investments
    • Ease in monitoring risk and investment performance to peers
    • Broad diversification
    • Lower transaction fees due to economy of scale
    • Bottom-up analysis provided by fund company with top-down economic provided by CFM
  • Reporting is easy to understand and provides comparative indexes for performance comparison

Our Vision

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


Our Core Values

  • 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

IRS – 2015 IRA and 401k Contribution Limits

Posted by Sherri on October 24, 2014

IRS – 2015 COLA Increases for Benefits and Contributions    

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Fall 2014 Consumer Fraud Bulletin

Posted by Sherri on October 1, 2014

Fall 2014 Fraud Bulletin

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JP Morgan – The Sentimental Investor

Posted by David Eads on September 22, 2014

From JP Morgan Asset Management – ” The Sentimental Investor” whitepaper Despite a U.S. business cycle that is in its sixth year of expansion, many are still skeptical…

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