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

Consumer Fraud Bulletin – March 2014 – By Colorado Attorney General John Suthers

Posted by David Eads on March 7, 2014

  Click here to view the Colorado Attorney General’s – Winter 2014 – Consumer Fraud Bulletin   Top story in this bulletin:   Attorney General Unveils Top…

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PIMCO – Important Announcement – Mohamed A. El-Erian

Posted by David Eads on January 22, 2014

    Please see below for important announcements from Mohamed A. El-Erian and Bill Gross regarding leadership changes at PIMCO. Mohamed A. El-Erian, PIMCO’s CEO and Co-CIO…

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PIMCO – Quarterly Update – “What’s happening in the markets – and what it means for you” – Q4 2013

Posted by David Eads on January 14, 2014

  PIMCO’s Quarterly Update for the 4th Quarter 2013 – “What’s happening in the markets – and what it means for you” reviews the following topics: What happened last…

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Consumer Fraud Bulletin – Winter 2014 – By Colorado Attorney General John Suthers

Posted by David Eads on January 8, 2014

  Click here to view the Colorado Attorney General’s - Winter 2014 – Consumer Fraud Bulletin   Top stories in this bulletin: Recovering from Data Breaches Tax Identity Theft Awareness Week…

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2014 401(k) and Retirement Plan Contribution Limits Unchanged

Posted by Sherri on November 8, 2013

401(k) and IRA contribution limits will remain unchanged in 2014. IRS Announces 2014 Pension Plan Limitations; Taxpayers May Contribute up to $17,500 to their 401(k) plans in 2014…

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CFM – Dave Eads Bio Video

Posted by David Eads on November 6, 2013

Meet Financial Advisor Dave Eads Dave Eads joined Colorado Financial Management in early 2012, after passing the Certified Financial Planner exam in November of 2011. Read Dave’s…

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