# Financially Speaking

Financially Speaking is a Bank / Wealth / Trust based in Greenwood Village, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Greenwood Village, United States
- **Region:** North America
- **Address:** Greenwood Village, CO, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** financiallyspeakinginc.com
- **LinkedIn:** linkedin.com/company/financially-speaking

## Regulatory record

- **CRD number:** 106255
- **SEC file number:** 801-38948
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106255

## About

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. 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.

## Sectors

- Wealth Management

## 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.

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Last updated: 2026-08-11T02:43:31.692Z

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