Entree Wealth
Entree Wealth is an independent, fee-only financial planning practice based in Boulder, Colorado, specializing in entrepreneurs and those charting an intentional path—whether you're a solo professional, empty nesters seeking adventure, or a family planning an extended sabbatical.
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.
