Create a Financial Plan & Fee-Only Investment Help

Gold Medal Waters.

It has a nice ring, but, where did it come from and what does it mean?

Well...its roots are quite simple. “Gold Medal” is the designation that the Colorado Wildlife Commission bestows on the highest quality trout habitats in the state. Colorado waters can earn the moniker only when they provide outstanding opportunities for trout to live and thrive.

In late 2003, when I began to design the firm, I searched for a name that would provide a nice metaphor for the financial planning and investment services offered—the highest quality financial strategies to help our clients thrive.

Four months later, on an early season fly fishing trip, Gold Medal Waters drifted into view and this founder was hooked.

Our Team

(click photos)

View full sized Matthew Kelley, CFP®, AIF®

View full sized David Bright, M.D. AIF® AAMS®

View full sized Greg Johnson, CRPS®,%0dCandidate for CFP® Certification

Our Core Values

View full sized Socially Responsible Investing

Do not hire a man who does your work for money, but him who does it for love of it.

Henry David Thoreau

(1817 - 1862)

Our Mission

Be Open

We understand that each person has a unique view and that our opinion may only be one perspective. We tell the plain unvarnished truth at all times, even when it may be uncomfortable to hear.

Be Aware

We minimize our environmental footprint through electronic record-keeping, minimal printing, and telecommuting. We offset energy use through the purchase of wind energy credits.

Be Kind

We support our community and donate a portion of our profits to local causes.We remain willing to negotiate reduced fees for management of charitable funds.

Be Learned

We embrace lifelong learning in the financial planning discipline. We ground our financial strategies in academia and base them on capitalism.

Be Great

We promise to provide impeccable investment advice and financial planning services.

Be Faithful

We report only to you.We have no allegiance to any company, product, or service. We accept our fiduciary duty and place your interests above ours.

Work hard.

Be objective.

Simplify.

Enhance Peace-of-Mind.

Enjoy what we do.

That's pretty straightforward, don't you think?

By living our mission, we believe we will earn the trust of lifelong clients who are seeking efficient and effective wealth management and a more enjoyable life.

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