David Gardner (CFP®, EA, MS)

David Gardner focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

We take time to examine our clients' investment strategy, tax situation, insurance, retirement planning, estate planning, and other areas. Instead of providing you with "the book" -- a 100 page financial plan that some financial planners deliver that few clients read let alone implement -- we spend an appointment on each topic in the first year. This means we can consider courses of action for you and, most importantly, take time to implement them! Our focus on business owners is based on our belief that they have the greatest potential to improve their financial lives. They have the ability to structure their business and set up qualified retirement plans that can defer thousands of dollars in income taxes. We also offer portfolio management and retirement plan design and management for those clients that prefer to focus on those areas. Our firm is approved to invest our client's assets with Dimensional Fund Advisors

Additional Information

Dave Gardner, is personal finance columnist for the Boulder Daily Camera. We work with clients from our main office in Boulder and also meet with clients regularly in downtown Denver. In addition, many clients are located out of state.

NAPFA Start Date

March 08, 2006


This Office

3800 Arapahoe Ave Ste 210 Boulder, CO 80303-1070 Phone: (303) 410-1745