About Us

ross-schmidtDo you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

  • I hold a B.S. from the U.S. Naval Academy. I am a Registered/Licensed Investment Advisor in the States of Colorado and California.
  • Prior to Aspen Wealth Planners, I had a very successful sales and sales management career with high tech Fortune 500 companies. I also was a Marine aviator for five years after college.
  • I am a Cambridge Advisor, licensed under Cambridge Advisors, LLC, an alliance of fee-only financial advisors and a member of NAPFA, the National Association of Personal Financial Advisors.
  • When I am not working, you will find me either on my road bike or hiking my favorite trails.

When you work with us, you can expect:

  • Straight talk. I don’t sell any financial products nor do I receive any commissions. As fee-only financial advisor, my only compensation is what you pay for my professional advice. My complete focus is on what is best for you.
  • All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that I pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
  • Access. Life is constantly changing. For one annual retainer fee, you can meet with me or speak to me often as is necessary to help you accomplish your financial goals.
  • Value for your money. I am committed to providing value that exceeds my fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
  • The highest professional standards. I am committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Contact us today.

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