Fiduciary advisors in Boulder, CO

Boulder, Colorado

BlueBird Advisory, based in Boulder, Colorado, is an independent fiduciary firm founded by Peter Ruh, who brings over 40 years of investment experience. The firm provides investment management, tax planning, and real estate advisory services, including 1031 exchanges, alternative investments, insurance planning, and long-term care strategies. Ruh offers three core strategy models—Green, Blue, and Black—aligned to different risk profiles, along with customized planning for individual clients.

Boulder, Colorado

Boulder Wealth Advisors is an independent, fee-only fiduciary firm in Boulder, Colorado offering financial planning and investment management to individuals, families, couples, and small business owners. The firm operates as 100% employee-owned with no affiliations to banks or other institutions and generates revenue exclusively from client fees. With over 25 years in business, the firm employs a proprietary planning process called Life On A Page™ and manages accounts starting at $500,000, meeting with clients quarterly or as needed.

Boulder, Colorado

Colorado Capital Management is an investment advisory firm in Boulder, Colorado. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 53 Google reviews.

Boulder, Colorado

MAI Capital Management is a Boulder-based wealth management firm serving high net worth individuals and families, with a 50-year history of integrated financial advisory services. The firm provides financial planning, investment management, and specialized services including tax planning, insurance coordination, and family office support, structured around a goals-based planning approach and customized portfolio construction. Operating with fiduciary responsibility, MAI offers personalized advice across wealth optimization, business matters, charitable giving strategies, and multi-generational financial decision-making through an in-house team combining boutique service with institutional resources.

Boulder, Colorado

Pathstone is a Boulder-based financial planning and investment management firm serving high-net-worth families and business owners. The firm operates as a fiduciary and works with clients on financial planning around major life events—such as business sales, family transitions, wealth transfers, and estate matters—as well as ongoing investment management and coordination of financial affairs. Their stated approach emphasizes multi-generational planning, collaboration with professional advisors, and alignment with clients' broader life goals and values.