Frequently Asked
Questions

Boulder Financial LLC is a leading financial services firm founded in 2014 and based in Colorado. We act as a trusted financial representative, investment broker, advisor, and intermediary. Our comprehensive services include investment advisory, corporate finance solutions, market analysis and research, and wealth management. We specialize in bridging the gap between corporations, businesses, and their customers by providing expert financial guidance, strategic investment opportunities, and seamless transactional support.

Our office is located at 6965 Sweetwater Ct, Boulder, CO 80301, USA. We're proudly based in the heart of Colorado, serving clients across the state and beyond. You can reach us by phone at +1 (656) 200-8076 or visit our office during business hours, Monday through Friday, 9:00 AM to 6:00 PM MST.

Boulder Financial LLC was established in 2014, giving us over a decade of experience in the financial services industry. During this time, we've grown from a small advisory firm to a leading financial services provider, managing over $2 billion in assets and serving more than 500 clients across various industries.

We serve a diverse range of clients, from individual investors to large enterprises. Our client base includes high-net-worth individuals seeking wealth management, businesses requiring corporate finance solutions, entrepreneurs looking for investment advisory, and corporations needing strategic financial guidance. We tailor our services to meet the unique needs of each client, regardless of their size or industry.

Our investment advisory service includes customized investment portfolio creation tailored to your objectives, ongoing portfolio monitoring and rebalancing, comprehensive risk assessment and management strategies, quarterly performance reports and strategic reviews, and access to exclusive investment opportunities. We work closely with you to align investments with your financial goals, risk tolerance, and time horizon.

Our corporate finance services help businesses optimize their capital structure, manage cash flow effectively, and execute successful mergers and acquisitions. We provide capital structure optimization, M&A advisory services, cash flow management and forecasting, business valuation and due diligence, and strategic financial planning and budgeting. Whether you're seeking growth capital, planning an exit strategy, or optimizing your financial operations, we provide expert guidance every step of the way.

We provide comprehensive market analysis including daily market briefings and economic updates, sector-specific research and trend analysis, investment opportunity identification, risk assessment and market volatility analysis, and custom research reports on request. Our team monitors over 50 markets 24/7 to ensure you have access to the latest insights and data to inform your investment decisions.

Our wealth management service provides comprehensive financial planning and wealth strategy, estate planning and legacy preservation, tax-efficient investment strategies, retirement planning and income generation, and philanthropic planning and charitable giving. We take a holistic approach to help you preserve and grow your wealth while planning for the future and protecting your financial legacy.

Our onboarding process consists of four key steps: 1) Initial Consultation - We begin with a comprehensive discussion to understand your financial goals, current situation, and aspirations. 2) Analysis & Strategy - Our team conducts thorough analysis and develops a customized financial strategy tailored to your unique needs. 3) Implementation - We execute the agreed strategy with precision, keeping you informed at every step. 4) Ongoing Support - Continuous monitoring, regular reviews, and strategic adjustments ensure your financial plan stays on track.

We recommend a diversified mix of investments based on your individual goals and risk tolerance. This may include stocks and bonds, ETFs and mutual funds, alternative investments, real estate investment trusts (REITs), and ESG (Environmental, Social, and Governance) investing options. Our recommendations are always tailored to your specific financial situation, time horizon, and investment objectives.

We assess investment risk through a comprehensive evaluation process that includes analyzing your risk tolerance through detailed questionnaires, reviewing your financial goals and time horizon, conducting market volatility analysis, evaluating individual asset risk profiles, and performing regular portfolio stress testing. We believe in transparent communication about risks and ensure you understand the potential downside of any investment before proceeding.

While past performance doesn't guarantee future results, our investment strategies have historically achieved an average annual return of approximately 15%. However, returns vary based on market conditions, investment strategy, risk tolerance, and time horizon. We focus on creating well-diversified portfolios designed to achieve your specific financial goals while managing risk appropriately. During your consultation, we'll discuss realistic return expectations based on your individual situation.

We typically rebalance portfolios quarterly or when market conditions warrant adjustments. However, the frequency can vary based on your investment strategy, market volatility, and specific portfolio needs. We continuously monitor all portfolios and will proactively rebalance whenever we identify opportunities to optimize performance or manage risk. You'll receive detailed reports and explanations for all rebalancing activities.

Yes, we offer comprehensive ESG (Environmental, Social, and Governance) investment options for clients who want their investments to align with their values. Our ESG investment strategies focus on companies that demonstrate strong environmental practices, social responsibility, and good governance while still delivering competitive returns. We can help you build a portfolio that reflects your values without compromising your financial goals.

Our fee structure is transparent and tailored to the services you require. We typically charge based on assets under management (AUM) for investment advisory and wealth management services, with fees ranging from 0.75% to 1.5% annually depending on portfolio size. For corporate finance services, we use project-based fees or retainer arrangements. We believe in complete transparency and will provide a detailed fee schedule during your initial consultation.

For our comprehensive wealth management services, we typically require a minimum investment of $250,000. However, for investment advisory services, we can work with portfolios starting at $100,000. For corporate finance services, there is no minimum as fees are project-based. We encourage you to contact us to discuss your specific situation—we may be able to accommodate unique circumstances.

Absolutely not. We believe in complete transparency regarding our fees. All costs will be clearly outlined in your service agreement before you commit. Our fees cover all standard services including portfolio management, rebalancing, reporting, and consultations. Any additional costs (such as fund expense ratios or trading fees) will be disclosed upfront. There are no hidden charges or surprise fees.

Yes, we offer a complimentary initial consultation to all prospective clients. This gives us an opportunity to understand your financial situation and goals while allowing you to learn more about our services and approach. There's no obligation, and this consultation helps both parties determine if we're a good fit. To schedule your free consultation, please contact us at +1 (656) 200-8076 or through our contact page.

Yes, you can terminate our services at any time with written notice. We don't believe in long-term lock-in contracts. Most of our agreements require 30 days' written notice for termination. Any fees paid in advance will be prorated based on the services rendered. Our goal is to earn your business every day through exceptional service and results, not through restrictive contracts.