Article
Looking For a Financial Advisor in Boulder, CO? Here Are 10 Things You Should Know
A practical list of questions Boulder households can ask before choosing a financial advisor.
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Financial planning in Boulder, Colorado
Boulder’s comprehensive financial planning team.
For individuals and families with $1m+ in investments who want their whole financial life coordinated—not just their portfolio.
Schedule your first meetingThe Flatirons are part of the context.
A Boulder plan should make room for the life that happens beyond the spreadsheet.
Why a Boulder-based planner
The details are local. The view is wide.
A local relationship makes room for real conversation. Meet us in person at our Arapahoe Avenue office, or connect from wherever life takes you.
We work with people across Boulder, Louisville, Lafayette, Superior, Longmont, Broomfield, and the greater Denver metro—bringing the same thoughtful planning relationship to each conversation.
4450 Arapahoe AveBoulder, CO 80303
What belongs in the picture
The pieces, working together.
A plan is more useful when the decisions inside it support one another.
01
Investments
Build an investment strategy around your goals, time horizon, and full financial context.
02
Taxes
Coordinate decisions with the tax picture already shaping your life and legacy.
03
Cash flow
Create a clear view of what comes in, what goes out, and what your money needs to do next.
04
Retirement
Turn the idea of retirement into an income plan that can adapt as the years unfold.
05
Estate planning
Help your wishes, family, and assets move in the direction you intend.
06
Risk management
Consider the risks that could interrupt the plan—and the protections that may help.
From around Boulder
Local insights
Useful context for the decisions that feel especially close to home.
Article
Looking for a Financial Advisor in Boulder, CO? What $1M+ Households Should Know First
Planning considerations for Boulder households looking for coordination beyond an investment portfolio.
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Article
Navigating Boulder Tech Exits: ISOs, RSUs, and the InSight-Full® Process
How ISOs, RSUs, and a fuller planning process fit together during a Boulder tech exit.
Read the articleOur process
A plan you can keep using.
InSight-Full® gives the relationship a clear shape, while leaving room for the parts of life that cannot be predicted.
01
Discovery
Understand what matters now and what you want life to make possible.
02
Organize & formalize
Bring the moving pieces together and put the plan on paper.
03
Agree
Decide what fits, what changes, and what comes first.
04
Implement
Move from good intentions to coordinated action.
05
Monitor
Review what changed and keep the plan relevant.
An ongoing monthly cadence keeps the plan updated as your life changes.
Why InSight
Beyond fiduciary.
Fiduciary is a standard. We believe the relationship deserves a process that makes that standard visible in the work.
Registered Investment Advisors
Advice is delivered through a registered investment advisory firm.
A rigorous process
InSight-Full® gives each decision a place in the broader plan.
CFP® professionals
A team brings holistic expertise to the questions that overlap.
A local reputation
A strong Google presence, built one relationship at a time.
Serving the surrounding communities
Related reading
Educational resources
Local questions
A few useful answers.
Clear context makes a first conversation easier to start.
What does it cost to work with a Boulder financial advisor?
The cost depends on the scope of the relationship and the work involved. We explain how fees work early, so you can decide whether the fit feels right before moving forward.
Do I have to live in Boulder to work with InSight?
No. Our office is in Boulder and welcomes in-person meetings by appointment, and we also work with clients across the greater Denver metro and beyond.
What size portfolio does InSight typically work with?
We typically work with individuals and families with $1m+ in investments who need more coordination across their financial lives. A first conversation is the best way to understand whether we’re a fit.
What happens in a first meeting?
We start with context: what you’re building, what feels uncertain, and what you want your money to make possible. It’s a conversation, not a pitch.
Start a conversation
Bring the questions.
Tell us a little about what you’re working through. We’ll follow up with a thoughtful next step.
4450 Arapahoe Ave
Boulder, CO 80303
Boulder, CO 80303
In-person meetings by appointment.
Prefer to choose a time yourself?
Schedule your first meeting