Your Partners. Your Team.
Your Success.
Your Team: Colleen Knopinski and Rob Fauver
When we came together as a team, we knew that our strengths combined would prove an asset to our clients. We've each lived in the Boulder area for over 30 years, and our experience speaks for itself.
As trusted senior advisors we work together on your behalf. There are no junior associates. We offer you individualized, high-quality service, nimble responsiveness, and thoughtful decision-making.
People Not Products
As fee-based planners, we have the freedom to build the best portfolio for each client, without being influenced by commissions. This allows us to focus on our clients as people with varying needs in their lives rather than "push" an investment product. We are your fiduciary and work in your best interest.
Everyone has a compelling story in their financial lives and we are here to listen to those stories and advise in appropriate ways. Because our focus is on our clients' goals, rather than products, they often feel reassured they are doing the right thing.
Learn more about us: Colleen's Bio, Rob's Bio, Our Core Values, General Areas of Service, Our Credentials and support of our Community.
