Yellowstone Financial, Inc.

Can you be smarter with your finances?

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.

Dave is also a proud member of the Alliance of Comprehensive Planners. Click here to view our Cambridge Pledge to Clients.

  • Cash Is No Longer Trash Cash Is No Longer Trash Savers can now earn a modest return. But you still have to work at it. If you’re banking with one of the massive banks, you’re settling for less than you deserve.
  • Should I Stay or Should I Go Now? Should I Stay or Should I Go Now? Last week the stock market continued its October rout as the S&P 500 neared a 10 percent correction from last month’s highs. How should we react to this bad news?
  • Make Your Generosity Count Come Tax Time Make Your Generosity Count Come Tax Time While giving is primarily inspired by our desire to help others, getting a tax break in April is frosting on the cake.

     

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.

 

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