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Our Mission

Our mission is to help you realize the kind of retirement you have envisioned after many years of hard work and prudent management of your finances. You deserve nothing less than the same from us—prudent management of your assets and an unwavering dedication to your success. We take to heart the trust that is vital to the strength of all relationships.

Why Us?

There are many honest, hardworking and well-qualified financial advisors in the Denver metropolitan area who would love to help you achieve your goals for a happy and fulfilling retirement. Knowing that you have other options inspires us to learn what makes each of our clients unique and then remain diligent in our search for the best investment options that are tailored to each client’s unique situation and needs. We are committed to earning and maintaining the trust and respect of each and every client.

Our Values

One of the motivations of becoming independent financial advisors was to offer a higher level of service, dedication, and care that we knew our clients deserved. Our founder, Don Hartmann, has been in the business for more than 40 years and has dedicated his career to helping others take control of their financial future. Over these decades, he has been educating, coaching, and guiding his clients to the retirement of their dreams.

Our values of education, independence, and trust shine through in all that we do.

Education

Our advisors are highly educated and have decades of experience, which we use to educate our clients on all their investment decisions. Planning for retirement may seem difficult at first, but with the help of experienced professionals, you can get from where you are today to where you hope to be tomorrow.

Independence

We are independent advisors, meaning that we are not driven by any proprietary products or services. Instead, we are driven by our clients’ successes. We succeed when you succeed.

Trust

Often, our long-term clients become more than just investors we help — they become family. These continuing relationships are built on a solid foundation of trust, and through this trust and care, we work together as a team for your goals. We serve as your advisor, confidant, and friend.

These values are at the center of everything we do, and we find immense joy in serving those who appreciate and understand these values. Contact us today to learn more.