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.
- When to Take Social Security Social Security may be the most valuable asset you have as you march toward financial independence
- Your Money and the Inverted Yield Curve you’ve probably never heard of a yield curve much less understand what its inversion could portend for your financial future. Does it mean the stock market is headed for bear market territory?
- Managing your family's credit amidst constant breaches With the Equifax breach settlement, you have the right to two major options even if no harm has come to you
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.