Matt Kelley, CFP®, AIF® / Financial Advisor in Boulder, Colorado

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Debt Management Disability Income & Long Term Care Insurance Divorce Planning Estate Planning Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Sustainability Wealth Management Women's Issues Young Investors