Travis Mayberry - TIAA Wealth Management Advisor, 4845 Pearl East Cir, Ste 101, Boulder, CO 80301, US

HistoryThe origin of Colorado Financial Management dates back to 1988 when Mike Sargent registered with the Securities Exchange Commission as a Registered Investment Advisor. In 1999, Mike Sargent retired and new partners Brad Bickham, Chris Lagudis, and Patty Meneley continued the tradition of providing close personal attention, sophisticated financial planning, and the unrelenting pursuit of excellent investment results. In 2016, Sargent Bickham Lagudis and Colorado Financial Management merged, leading to today's firm. CFM has a team of over 27 professionals and associates managing over $1 billion for a diverse group of individuals, families, and institutions.SpecialtiesColorado Financial Management is a fee-only financial advisor, offering customized investment management strategies and financial counsel for individuals, families, and institutions. We are based in Boulder with offices in Denver and Loveland, serving clients throughout Colorado and the United States. Our clients have counted on us for sound financial advice for over 27 years as they navigate through life's most important decisions. Additionally, we provide consulting services for retirement and estate planning, real estate analysis, and a wide variety of other financial matters. Our philosophy is to establish a well-defined plan, identify high quality investments, reduce risk at each step of the process, and pay attention to details. We are currently managing and supervising approximately $1 billion in securities.

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