Erie, CO. Serving Boulder, Denver and clients nationwide
Independent Fiduciary

Set up to improve your financial situation, so you can live well now and in retirement.

Operating as an independent fiduciary is the best way to help people reach their financial goals: a partner who operates in your best interest, a strategy for investments, retirement, and withdrawals, and financial scenarios modeled to your career trajectory, forms of compensation, and eventual distribution.

Why RMFS exists

If I could not find these values in the marketplace, I would create it myself. So I did.

My name is Jim Kirk, and Rocky Mountain Financial Solutions was created to better serve individuals and businesses. Helping people understand personal finance, navigate the waters to retirement, and strive to reach their financial goals is what gets me up every day.

RMFS provides protection and growth strategies custom to you, your family, and your business. Life is busy. Call at 9pm after the kids are asleep, or on the weekend over a morning cup of coffee. The mission is to take care of you and your interests.

Core values

Simplicity
Focus on what matters to you.
Convenience
Working around your schedule to meet, and using technology for a better client experience.
Integrity
Providing a plan that is in your best interest. Independent fiduciary.
Communication
Keeping you updated with what is going on with your plan.
Transparency
No hidden fees or agenda.
Fiduciary standard of care

No sales quotas influence our advice.

RMFS is not tied to any company's insurance or investment products. As an independent fiduciary financial advisor, I am able to provide unbiased advice by offering a wide array of investments and other options. I always act in good faith and in your best interest.

RMFS is a Colorado-based company serving clients in Denver, Boulder, Fort Collins, and everywhere in between. Because clients move and refer friends and family out of state, I also serve clients in over a dozen states across the country.

Colorado mountains

Why Rocky Mountain Financial Solutions?

01
A flexible approach
Many funds focus on narrow market categories that move in and out of favor. We adjust strategy to your risk tolerance and personal objectives.
02
Independent guidance
RMFS operates as a Registered Investment Advisor, not tied to any company or product. Our custodian is Charles Schwab.
03
Fiduciary duty
A fundamental obligation to act in your best interest, with a direct line of communication to the person managing your money.
04
Competitive, transparent fees
No commissions on trades, so no incentive to churn your account. One fee based on assets under management.
05
Direct, proactive service
You are not an account number. You will hear from us regularly, and not because we have a product to sell.

Like what you hear or want to know more?

Let's talk. Have a question? Send it in and we will return to you within 24 to 48 hours.