At Stordahl Capital Management, we have been serving as financial guides to pre-retirees and retirees since 2009. Based in Greenwood Village, Colorado, our Registered Investment Advisory firm provides financial planning and investment management throughout the Denver Area.
We have made it our mission to provide the financial and investment planning that helps you live the life you want. And we can best fulfill this mission by serving as your independent financial advisor.
Our independence means that we are not tied to any particular family of funds or investment product. We are free to make recommendations based on one consideration: your best interests.
As a Registered Investment Advisor, we are held to the fiduciary standard. This is the highest standard of care in the financial services industry and requires us to act in your best interests at all times.
Working with an independent advisor offers a range of potential benefits such as:
Personalized guidance based on your entire financial picture
A relationship that is responsive, attentive, and personal
A fee structure that is straightforward and transparent
A high level of expertise to support your most complex financial needs
We invite you to contact us to discuss how our independent advisory firm can provide personalized guidance to help you attain your goals and live the life you want.
Commission-free
advice
Transparent
fee structure
Fiduciary
responsibility
Your
interests first
No third-party
commissions
No product
sales
No referral
fees
No conflicts
of interests
Services
FINANCIAL PLANNING
RETIREMENT PLANNING
Cash Flow Planning
ESTATE PLANNING
TAX MINIMIZATION STRATEGIES
Liability Planning
INVESTMENT MANAGEMENT
RISK MANAGEMENT
Let’s Talk
Let's see how we can help you achieve your financial goals. Schedule a 30-minute discovery call.