Independent, locally owned, and free of any conflicts of interest. All of our revenue stays right here in the Boulder area. As a Registered Investment Advisor (RIA) firm it is our legal and fiduciary duty to put our clients' interests first. We are a fee-only advisor and can never work on commissions and can never be paid to steer you into any fund
Russ K. —
Doug is simply outstanding! He's broad knowledge, organized approach and keen insights really enabled us to devise a
At Gold Medal Waters, we are planners who proudly serve physicians and others with high current income, high earnings potential, or substantial assets. We guide our clients to achieve meaningful outcomes and help them build a better life, both now and in the future. People who consider hiring us have typically heard about things that we refer to as
Ready to get going? Contact us to schedule a no-cost, no-obligation initial consultation. We'll talk about your financial concerns and objectives and the solutions we provide. If there is a match, we can talk further about working together to help you take the headache out of your finances and achieve the financial independence you desire.
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Investment advisors in Boulder, CO
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