Welcome to Customized Financial Advice
Our Core Values:
Transparency - We charge a flat, transparent fee. In return, you get access to a team whose only motivation is to give you the best advice possible for your unique situation.
Advocacy - You expect a lawyer or a doctor to be on your side, always working in your best interest. We think the same should be true of your financial professional. Our advice isn't tethered to a need to sell you something. Simply put, we're on your side of the table.
Teamwork - A relationship with the Flatirons Group gives you access to an entire team with a deep bench of expertise. We're all in this together.