CNBC's FA 100
HH ranked one of the Top-Rated Financial Advisory Firms on CNBC’s FA 100 from 2019 – 2025
Last received October 2025 based on 12/31/24 data. All prior rankings were published in September or October of each ranking year and were based on 12/31 data of the previous year. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey; however, HH did pay to license the CNBC FA 100 logo.
Planning with a Fiduciary Focus in Boulder
From retirement planning to investment management, the Boulder team helps clients understand their options and plan with clarity across all stages of life.
Wealth Advisory and Fiduciary Financial Advisors
Halbert Hargrove’s wealth management office in Boulder, CO opened in 2023 to serve our many clients across the region. Our Boulder, CO team regularly meets with clients both locally and throughout the country to address the investment management, wealth advisory, retirement planning, and tax planning needs of our clients. Our team in Boulder is dedicated to helping you attain well-lived todays and tomorrows.
Serving Boulder and Surrounding Areas
If you are located near Boulder, we encourage you to give us a call to set up a consultation. Our list of services ranges from investing and tax planning to retirement and life-based event planning. We’d love to see how we can work together to help you plan and invest for your everyday needs, big aspirations—and everything in between.
Your Boulder Financial Team
Explore Our Financial Services in Boulder
Boulder Investment Services
Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. Our Boulder team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals.
Financial Planning in Boulder
Through meticulous financial planning, our Boulder team creates a roadmap tailored to your aspirations. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a business.
Retirement Planning in Boulder
Retirement should be a time of relaxation and fulfillment, not worry. Our Boulder retirement planning services assist you in planning and preparing for your retirement lifestyle.
Boulder Tax Planning
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Boulder tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Estate Planning in Boulder
Estate planning goes beyond distributing assets; it’s about preserving your legacy and protecting your loved ones. Our Boulder estate planning services take into consideration your wills, trusts, and beneficiary designations. We want to see your wishes honored and your estate passed on efficiently and effectively.
Boulder Charitable Gifting Services
Giving back to the community is a rewarding endeavor. Our Boulder charitable gifting services help you support causes close to your heart while optimizing tax benefits. We assist in structuring charitable donations and implementing strategies that align with your philanthropic goals, leaving a lasting impact on the causes you care about.
Boulder Family Financial Planning
Families have unique financial dynamics and goals. Our Boulder family advisory services provide holistic guidance to navigate complex financial decisions. From education funding to intergenerational wealth transfer, we collaborate with families to build a legacy of financial stability and prosperity.
Wealth Management in Boulder
Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Our Boulder wealth management services integrate investment management, financial planning, and risk management in an attempt to safeguard and enhance your wealth, with the goals of allowing you to focus on what matters most.
More About Boulder
The Boulder office supports clients locally and across the country through both in-person and virtual meetings.
Clients who work with our Boulder office often want their financial decisions to reflect how they live — intentionally, thoughtfully, and with an eye toward the long term. Our role is to help translate those values into a clear financial plan.
– Steven L. Klosterman, Regional Director
About the City
- A Colorado city shaped by innovation and education, with deep ties to research, technology, and entrepreneurship
- Home to professionals, retirees, and mission-driven families who value independence, purpose, and long-term thinking
- Known for its commitment to sustainability, thoughtful growth, and a high quality of life rooted in balance and community
Frequently Asked Questions
Where is the Halbert Hargrove office located in Boulder?
The Boulder office is conveniently located at 1634 Walnut St., Unit B.
Do I need to live in Boulder to work with this office?
No. While many clients live in or near Boulder or the surrounding Denver area, the team also works with clients in other locations. Meetings may take place virtually or in person, depending on preference.
What financial services are available at the Boulder office?
Services typically include comprehensive financial planning, retirement planning, investment management, and coordination with tax and estate professionals.
Who does the Boulder office typically work with?
The Boulder team works with individuals, families, and business owners who are planning for retirement, managing investments, or navigating complex financial decisions.
How do I schedule a meeting with the Boulder office?
You can request an introductory meeting using the contact form or phone number listed on this page.
Can I work with a local advisor virtually?
Yes. Clients may meet with advisors virtually or in person, depending on their preference.
SEND US A MESSAGE
"*" indicates required fields