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Financially Speaking
Founded in 1991, Financially Speaking is a Colorado-based registered investment advisor. The firm advises individuals, high-net-worth families, and business...
Financially Speaking
Founded in 1991, Financially Speaking is a Colorado-based registered investment advisor. The firm advises individuals, high-net-worth families, and business entities from its headquarters in Greenwood Village, with a service footprint concentrated in the Denver metropolitan area and the broader Front Range. Financially Speaking provides integrated wealth management services spanning financial planning, retirement planning, and portfolio management. The firm operates under a fee-based, fiduciary model common among independent RIAs, without proprietary investment products. In practice, this means client portfolios are constructed using third-party securities, mutual funds, and exchange-traded funds tailored to individual risk profiles and long-term objectives. The firm serves both individual retail clients and business entities, including corporate retirement plan sponsors. The firm is a small, local practice. Public records do not disclose current assets under management, team size, or principals. As of 2026, no filings with the SEC indicating significant institutional growth, acquisition, or succession have been reported. The firm maintains a lean digital footprint — its website, financiallyspeakinginc.com, is sparse and has not been widely archived, consistent with a referral-driven, community-based advisory practice. Financially Speaking's structural differentiator is its longevity within an independent, non-bank, non-wirehouse RIA framework — surviving multiple market cycles since 1991 without being rolled into a consolidator platform. For local Colorado clients, this represents a stable, unaffiliated advisory relationship in an industry where such practices are increasingly acquired by national aggregators.
General information
Firm type
Bank / Wealth / Trust
Year founded
1991
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Greenwood Village
Corporate office
Greenwood Village, CO, United States
Sector focus
Frequently asked questions
What services does Financially Speaking offer?
Based on its regulatory filings, the firm provides financial planning, retirement planning, and portfolio management services. It serves individuals, high-net-worth individuals, and business entities. The firm operates as a fee-based registered investment advisor, which means it does not earn commissions from proprietary products.
How does Financially Speaking charge for its services?
As a registered investment advisor, Financially Speaking operates under a fee-based structure. Clients typically pay a percentage of assets under management for portfolio management services, or fixed fees for financial planning engagements. The firm does not disclose its specific fee schedule publicly, but the RIA structure means it has a fiduciary duty to act in its clients' best interests.
Does Financially Speaking manage institutional capital or only individual accounts?
Financially Speaking's disclosed client base includes both individuals and business entities. However, it is structured as a local retail wealth management practice rather than an institutional asset manager. The firm does not appear to sponsor pooled investment vehicles or manage institutional separate accounts. Its business entity clients likely consist of small corporate retirement plans or local businesses.
How large is Financially Speaking's team and asset base?
The firm does not publicly disclose its assets under management, number of clients, or team size. Given its regulatory profile as a small state-registered or SEC-reporting RIA with a limited digital presence, the practice is likely boutique in scale, managed by a small number of advisors serving a concentrated local client base in Colorado.
Where does the firm source its clients, and what is its geographic focus?
Financially Speaking is headquartered in Greenwood Village, Colorado, a southern suburb of Denver. Its client base is concentrated in the Denver metropolitan area and Colorado's Front Range. The firm's minimal marketing footprint suggests client acquisition is primarily referral-driven, typical of established, community-based advisory practices.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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