Our Mission
We are fiduciary advisors committed to guiding our clients by helping them establish their own, unique Financial GPS. Our goal is to help families and individuals achieve the confidence that accompanies financial security. We are committed to the highest ethical and educational standards in the financial advisory profession, which protect client confidentiality and ensure that individual interests come first.
Brian Gray CEO
Brian is passionate about educating people on financial planning by sharing his financial wisdom and insights.
Co-author of “Smiling Through Retirement” and “Giving Transforms You,” Brian is a nationally recognized author, financial educator and financial planner. He strongly believes everyone should achieve the dreams on their bucket list and strives to help clients realize their financial goals.
Brian has been featured on NBC, ABC, CBS and FOX network affiliates and in Fortune, Money, Bloomberg Business, Kiplinger, Wall Street Select, MarketWatch, Denver Business Journal, Denver Post, Yahoo Finance and others. He served as the premier financial guest on KHOW 630AM’s daily show, The Troubleshooter with Tom Marino.
In his free time, Brian enjoys spending time with his wife, Ashley, as they travel, learn about different cultures, play golf and scuba dive together.
