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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 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.

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.

Our 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 our Clients »


Our Mission

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

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

PIMCO – Viewpoints – “Hold Your Houses” – May 2013 – Joshua Anderson, Emmanuel S. Sharef, Grover Burthey

Posted by Sherri on May 17, 2013

PIMCO’s Viewpoint for May 2013 - “Hold Your Houses: The Housing Recovery May Take Longer Than You Think To Reach Consumers” by Joshua Anderson, Emmanuel S. Sharef, & Grover…

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CNN Money – Retiring at 55? You’ll need $372,000 just for medical expenses

Posted by Sherri on May 16, 2013

Please click the link below to view the CNN Money article on “Retiring at 55? You’ll need $372,000 just for medical expenses”: “Thinking of retiring early? Hope…

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PIMCO – Secular Outlook – “New Normal… Morphing” – Mohamed El-Erian

Posted by Sherri on May 16, 2013

  PIMCO’s Secular Outlook – “New Normal… Morphing” by Mohamed El-Erian reviews PIMCO’s three-five year outlook for the world economy. PIMCO’s Secular Forum analysis identified eight key themes for…

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CNN Money – Who will pay more under Obamacare? Young men

Posted by Sherri on May 14, 2013

  Please click the link below to view the CNN Money article on “Who will pay more under Obamacare? Young men”: “The Obama administration says the Affordable…

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Maximize Your Social Security

Posted by Sherri on May 13, 2013

  Colorado Financial Management now offers Social Security maximization reports to all of our clients at no additional charge. These reports compare your Social Security retirement benefit if taken…

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Colorado Financial Management – Sponsor of Debbie Boose Memorial Tennis Tournament

Posted by Sherri on May 9, 2013

  Colorado Financial Management is sponsoring the Debbie Boose Memorial Tennis Tournament.  The tournament raises funds for the Pathways Hospice Care Center at McKee Medical Center in Loveland. The tournament will…

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