Boulder Financial Advisor Serving Denver & the Front Range
At Occidental Asset Management, we provide fee-only wealth management services for individuals and families across Boulder and the Denver metropolitan area from our office in Boulder, Colorado.
Perhaps you’ve looked for an advisor online using searches like "financial advisor Boulder," "best financial advisor Denver," "fiduciary financial advisor Boulder," "certified financial planner Denver," or "fee only financial advisor Denver."
Yet finding the right financial advisor in Colorado involves more than keyword searches.
Boulder and the Denver area present distinctive financial planning considerations, such as:
Managing equity compensation from remote tech positions or local companies
Navigating Colorado's tax advantages for California transplants and other relocators
Planning for an active, outdoor-focused lifestyle in retirement
Balancing real estate investments and second-home purchases in appreciating mountain markets
Aligning investments with environmental and social values
If you need personalized wealth management tailored to the unique aspects of life in Boulder and Denver, not generic financial advice, we may be the right fit.
As an independent financial advisor with an office in Boulder, we offer fee-only, fiduciary financial planning, asset management, and retirement planning to clients throughout Boulder County, Denver, and the Front Range.
We take the time to create a plan around what matters most to you and provide ongoing support to help keep your financial strategy aligned with your life and goals.
How Fee-Only, Fiduciary Advice Can Help
Working with a fee-only financial advisor in the Boulder and Denver areas helps ensure your guidance is free of commissions or product sale incentives. As fiduciary financial advisors, we are legally required to act in your best interest with every recommendation.
This distinction can be key in the Boulder-Denver region, where professionals and retirees, particularly those relocating from higher-tax states, are frequently targeted with financial products tied to equity compensation, real estate investments, or complex tax situations.
Our wealth management approach in Boulder and Denver is designed for clients who value transparency and objective counsel over sales-driven recommendations and proprietary products.
How We Meet with Boulder & Denver Clients
We work with clients on their terms:
In Person
at our Boulder office
Virtually
from anywhere
By Phone
for ongoing communication
Wealth Management Services in Boulder
As a Registered Investment Advisor in Boulder serving Denver and the Front Range, we provide services tailored to your specific objectives.
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Holistic financial planning to help guide you through important financial decisions, major life changes, and your long-term objectives.
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Evidence-based portfolio management using diversified strategies to help you navigate market cycles and build long-term wealth.
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Retirement planning in the Boulder area to help create your desired lifestyle, including income strategies, healthcare planning, and Social Security.
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Guidance to help optimize outcomes within Colorado's tax framework, valuable for California transplants, remote workers, and those with equity compensation.
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Disciplined wealth-building strategies through systematic saving and investing, customized for your goals.
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Specialized guidance for managing concentration risk, creating liquidity, and maximizing tax efficiency.
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Strategic protection planning, including insurance analysis and recommendations, to help reduce exposure to unexpected financial challenges.
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Guidance to help take care of your loved ones and favorite charities without creating unnecessary tax burdens.
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Understanding your relationship with money and how your beliefs influence your financial decisions.
Why Denver & Boulder Clients Often Choose Our Practice
Clients may select our Boulder office because we provide:
Fee-only, fiduciary advice with your best interests as our priority
Personalized planning that recognizes the unique aspects of Boulder and Denver wealth
Portfolios designed to minimize short-term market risk and achieve long-term goals
Behavioral finance expertise to support confident decision-making
Coordinated planning with your CPAs, attorneys, and other trusted advisors
Guidance given in plain English so that you can make confident decisions
Common Questions from Our Boulder & Denver Clients
We build customized strategies based on what matters most to you. Clients often come to us with questions like:
I relocated from California to Boulder for tax benefits and lifestyle. How do I optimize my tax strategy as a Colorado resident, especially with equity compensation from my former employer?
We're considering a second home in the mountains for family use and rental income. How do we evaluate whether this aligns with our other financial goals?
I work remotely for a tech company with significant RSUs. How do I manage concentration risk and create a tax-efficient diversification strategy?
We want our investments to reflect our environmental values and commitment to sustainability. How can we build a portfolio that aligns with these priorities while achieving growth?
Comprehensive Expertise
Boulder and Denver residents seeking comprehensive wealth management may choose our practice for our depth of expertise in financial psychology and behavioral finance. Our firm was co-founded by Dr. Brad Klontz, a CERTIFIED FINANCIAL PLANNER® professional and clinical psychologist who pioneered research on how our beliefs and emotions shape financial decisions.
Dr. Klontz developed Money Scripts®, a framework for understanding the unconscious beliefs that drive financial behavior. Though behavioral finance isn’t a required part of our wealth management services, this specialized expertise can help you understand why you make the financial choices you do and how to align your strategies with both your goals and values.
This approach can be particularly valuable when navigating major transitions, such as sudden wealth from business exits or equity events, relocating to Colorado from higher-cost states, or making complex decisions about lifestyle versus long-term security.
Our office serves clients throughout the region, including:
Boulder (Mapleton Hill, North Boulder, and throughout the city)
Boulder County (Longmont, Louisville, Superior, Nederland, and surrounding areas)
Denver metro area (Cherry Creek, Washington Park, Cherry Hills Village, and throughout the city)
Foothills communities (Golden, Evergreen, Morrison, and beyond)
Whether you're looking for a personal financial advisor in Boulder, a fiduciary financial advisor in the Denver area, or fee-only wealth management across the Front Range, we provide comprehensive financial planning and investment advisory services to clients throughout the region.
Communities We Serve from Our Boulder Office
Directions
We're located on Frontier Avenue in Boulder, easily accessible from Highway 36, with convenient parking and proximity to downtown Boulder.
Our Office Address
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Take US-36 W toward Boulder.
Take the CO-157 N/Foothills Parkway exit.
Turn left on Pearl Pkwy.
Turn left onto Frontier Avenue.
Our office will be on the right at 3550 Frontier Avenue, Suite D.
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Take US-287 S toward Boulder.
Turn right onto State Hwy 52 W/Mineral Road.
Continue straight onto IBM Dr.
Turn left onto CO-119.
Continue onto Foothills Pkwy.
Take the exit toward Pearl Street and merge onto it.
Turn left onto Frontier Avenue.
Our office will be on the right at 3550 Frontier Avenue, Suite D.
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Take CO-93 N toward Boulder.
Turn right onto S 40th St.
Turn right at the 2nd cross street onto Table Mesa Dr.
Continue onto S Boulder Rd.
Take the CO-157 N/Foothills Parkway ramp.
Take the Pearl Street exit and turn left onto Pearl Pkwy.
Turn left onto Frontier Ave.
Our office will be on the right at 3550 Frontier Avenue, Suite D.
Our Advisors in the Boulder Office
Schedule a Call with a Boulder Financial Advisor
Ready to gain confidence in your financial future? Take the first step toward a personalized strategy that integrates every aspect of your financial life, from your equity compensation and tax planning to your retirement vision and legacy goals. Schedule a call with a financial advisor in Boulder today.