Welcome to Cherry Hills Investment Advisors, LLC.
We have Moved across the street!
You can now find us in Suite 1010 at 8400 E. Prentice Avenue, in Greenwood Village.
To get turn by turn directions to our new office, use the new map on our Contact Us page.
Our goal is to help you successfully navigate your financial future. In order to do that, we need to understand what is important to you. Our professionals operate as a team to provide you the level of caring service you want and deserve.
Cherry Hills Investment Advisors, LLC provides comprehensive fee-only financial planning to offer solutions to clients' financial and related personal needs. Recommendations are based on each client’s specific goals, needs and circumstances and are achieved through objective planning and management of investment assets. The firm's aim is to provide clients with the highest level of service and technical expertise to achieve their goals.
Moreover, with our extensive network of strategic alliances, we are able to offer clients the same trusted relationships in a full scope of services like life insurance, long-term care products, estate planning and tax services.
During the initial complimentary consultation, we examine your current financial situation including short-term, long-term and future goals to clearly understand your individual needs. Based on the scope of the work to be done, a fixed fee is agreed upon. Asset management services are provided at a competitive annual rate.
Each time a client gains a renewed sense of security for their financial futures is it’s own reward. We value the personal, long-lasting relationships we establish with every client.
Contact us for a complimentary consultation.
"A journey of a thousand miles begins with a simple step..."
Asset Protection with Schwab through SIPC and Lloyd's of London. Please see the Client Forms page for more information.