More than Your Money, Inc.

More than Your Money, Inc. is a fee-only personal financial advisory firm providing planning in Colorado Springs since 1996. We provide integrated financial planning and investment management for a fee and receive no commissions from the purchase or sale of products. We embrace the fiduciary standard and work in the best interests of our clients. 

Our passion is to work with you as a partner to help you reach your long term goals. We strongly believe that ongoing service is key for most clients. It is our job to get to know and understand you to help achieve the goals that are especially important to you.

Our services include integrated financial planning, investment advice, retirement planning, tax planning, tax preparation and estate planning.   We help our clients prepare for retirement and make the transition into retirement.

We specialize in working with busy executives and professionals, pre-retirees and retirees, recently widowed or divorced women, military contractors and retired military.

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1271 Kelly Johnson Blvd Ste 210 Colorado Springs, CO 80920-3964 Phone: (719) 722-2135 Fax: (719) 966-4372

Primary Office

1271 Kelly Johnson Blvd Ste 210 Colorado Springs, CO 80920-3964 Phone: (719) 722-2135 Fax: (719) 966-4372