Can you be smarter with your finances?

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.

  • Great Retirement Plans for Solos and Business Owners Great Retirement Plans for Solos and Business Owners Business owners can design a retirement plan that can save them thousands a year. Here are the most common small business retirement plans to consider.
  • Five reasons to forget salary and focus on net worth Five reasons to forget salary and focus on net worth When it comes to finances, our focus seems to be our pay more than net worth. Here are five reasons why you should focus more on your net worth and less on compensation

     

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 PlannersClick here to view our Cambridge Pledge to Clients.

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.

Privacy Statement & Legal Terms