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.

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

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

Charles Schwab – Client Learning Center

Posted by Sherri on June 17, 2014

Enhance your Charles Schwab experience by visiting the Client Learning Center, here.

Read more »

Can I open a 401k for myself? It’s a possibility with an Individual 401k.

Posted by David Eads on June 11, 2014

Individual 401k plans are also known as a One-Participant 401k, Solo 401k, Spousal 401k, Small Business 401k, Solo-k, Self-Employed 401k, or Uni-k. An individual who is self-employed…

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PIMCO – Secular Outlook – “The New Neutral” – Bill Gross

Posted by David Eads on May 21, 2014

  Every year PIMCO conducts a day’s long conference with thought leaders across their company and across the globe. This Secular Forum plays an integral role in…

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