We are excited to announce we have merged with McNary Financial Planning. Our new firm is Confluence Financial Advisors and we look forward to continuing to provide great fee-only financial planning service to our clients.
Yellowstone Financial, Inc. is an independent, fee-only financial planning practice based in Boulder, Colorado.
We are fee-only financial advisors. That means we sell no products and receive no commissions. Instead, you pay us an annual fee for our objective, personal advice on how to achieve your financial goals. This annual retainer covers all the meetings necessary and allows you to contact us whenever you have questions or your life changes.
We focus on helping you achieve financial independence, by taking a careful look at your financial obligations, goals, and plans for the future. To read more about the services we offer, click here.
Yellowstone Financial’s founder, Dave Gardner, is a Certified Financial Planner (CFP®), admitted to practice before the Internal Revenue Service. He writes the personal finance column for the Daily Camera newspaper.
- How Does Your Financial Health Stack Up? Find where you are on the Financial Life Cycle to determine the state of your financial health.
- Will Your Property Taxes Skyrocket Next Year? Real estate property values have been increasing. The average Boulder County residence exceeded 20 percent compared to the last assessment two years ago.
Ready to get going? Contact us to schedule a no-cost, no-obligation initial consultation. We’ll talk about your financial concerns and objectives and the solutions we provide. If there is a match, we can talk further about working together to help you take the headache out of your finances and achieve the financial independence you desire.
Getting ready for an appointment? Visit our appointment preparation page.