Erie, CO. Serving Boulder, Denver and clients nationwide
Investments

Invest for the future with an independent fiduciary.

RMFS provides objective advice to individuals and families wanting to invest in a custom portfolio. Our approach best serves those looking for goal based planning: a long-term vision designed to accumulate wealth for themselves and generations to follow.

Ask us anything, no obligation
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Are you growing your wealth efficiently?

We help families realize their vision by creating a diverse portfolio, with risk allocation rebalancing and a low cost, quality investment philosophy built into the experience.

01 Are you investing your money outside of your bank account?
02 Based on risk tolerance, are stocks or bonds the best place to invest?
03 Are you growing your wealth efficiently?
04 After maximizing your retirement accounts, where are you saving money?
05 If you care about ESG issues, does your portfolio align with your values?
Saving and investing
Helping individuals and families invest

For those interested in:

Creating a plan to align wealth accumulation with their goals and values.
Collaborating with the next generation to understand and continue family values.
Maintaining a long-term relationship with guidance through their personal journeys.

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
Fee-only, transparent
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.

How do we get paid when you invest?

We are compensated on an assets under management fee that is transparent and cost effective. We are committed to disclosing any conflicts of interest if they arise.

Account minimum

Our clients range from retired executives and small business owners to young professionals who understand the need to plan. Our ideal client has a true interest in understanding how their investments work and wants a continuing, long-term relationship with their advisor.

Small businesses and corporations

We apply our research to employer retirement plans, giving corporate clients confidence that they are upholding their fiduciary duty to employees. We have experience across 401(k) and Profit Sharing plans, 403(b), and private pensions.

With no obligation, we welcome you to ask us questions and see how we work.

Experience our unique process. Call or text 720-600-7599 and we will return to you within 24 to 48 hours.