At Stordahl Capital Management, we have been helping people enjoy their ideal retirement lifestyle since 2009. Based in Greenwood Village, Colorado, our Registered Investment Advisory firm works with pre-retirees and retirees throughout the Denver area to plan for a great today and tomorrow.
We believe that you are best served when your financial advisor puts your interests ahead of their own. That is why our advisor designations include the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. The CFP® designation is one of the few certifications that require advisors to maintain a fiduciary obligation to all clients at all times.
The CFP® designation is also widely known for its rigorous educational and experience requirements and its emphasis on holistic planning. Your financial goals aren't limited to your investment portfolio, and we believe your planning should address all the areas of your financial life. With a holistic perspective that is unburdened by conflicts of interest, we can create the tailored solutions that leave you excited about your retirement and what each new day will bring.
Commission-free
advice
Transparent
fee structure
Fiduciary
responsibility
Your
interests first
No third-party
commissions
No product
sales
No referral
fees
No conflicts
of interests
Services
FINANCIAL PLANNING
RETIREMENT PLANNING
Cash Flow Planning
ESTATE PLANNING
TAX MINIMIZATION STRATEGIES
Liability Planning
INVESTMENT MANAGEMENT
RISK MANAGEMENT
Let’s Talk
Let's see how we can help you achieve your financial goals. Schedule a 30-minute discovery call.