5299 DTC Blvd.
Suite 320 Greenwood Village, CO 80111
(303) 770.0154 info@cpfallc.com

 

 

 

 

Firm Overview

Comprehensive Personal Financial Advisors, LLC (“CPFA”) is a wealth management firm that provides comprehensive, trusted, and objective financial advice to wealthy families and individuals. Our multidisciplinary team of seasoned professionals has expertise in financial planning, investment management, estate planning, retirement planning, tax planning, and tax return preparation.  Our recommendations are tailored to your personal situation and are driven by your lifetime goals. We develop and execute your plans with exceptional personal service.

We act as your personal CFO providing design, implementation, and on-going refinement of your plan.  Financial planning is a lifetime process, not an event. Our goal is to serve our “clients for life.”    

CPFA is an independent investment advisory firm registered with the Securities and Exchange Commission. We are not affiliated with a broker-dealer and do not collect commissions or fees on any financial product. The fees we charge our clients are our only compensation.  Our business model eliminates financial conflicts of interest and gives us complete freedom to select and implement the most appropriate solutions to achieve your goals.