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Featured Business Financial Advisor in Loveland, CO
Loveland Financial Advisors
Intelligent Investing
1635 Foxtrail Drive
Loveland, CO 80538
(970) 776-4346
“Tax Efficient Investing and Financial Life Planning”
Advisor Profile
Brian Joyce, CFP®/CPA
Name:  Brian Joyce, CFP®/CPA
Website:  Visit Website
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About Intelligent Investing

Brian is a fee-only advisor, meaning that he does not receive commissions on the financial plans or products he recommends. Without the conflict of interest that accompanies sales commissions, Brian offers unbiased advice that is always in the client?s best interest.

Financial life planning, investing and tax laws are constantly evolving. Brian devotes himself to rigorous, ongoing education to ensure that he is always on top of changing laws, compliance regulations, and new strategies. In addition, he organizes and speaks at regional seminars and writes articles for business journals.

Working with Brian is distinct from most other advisors. Investment strategies and products are the last things to be discussed. The first few meetings are devoted to financial life planning and getting to know what is most important to you and your family. Brian has developed a questionnaire to help you frame how you want to live the rest of your life. From there a working financial plan is developed which can be quickly updated and stress tested at future meetings. The last thing Brian will do is develop appropriate investment, tax, insurance and estate strategies to meet all your goals and help you sleep better at night.

To ensure you stay on track with your financial life plan and make adjustments as time passes, Brian will meet with you on a regular basis throughout the year. In addition, you will receive easy to read and transparent investment performance reports on a monthly basis.
 

General Information

CRD#:    4797762
Firm CRD#:    286233
Name of Custodial Firm:    Fidelity Investments
States Willing to do Business in:    Berthoud,Eaton,Evans,Fort Collins,Greeley,Johnstown,Longmont,Loveland,Windsor,Boulder
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    2
Work Experience:    Brian Joyce CPA/CFP ® is a licensed investment advisor in Fort Collins, CO. He has been helping people redefine their idea of retirement since 2004. He believes that retirement is not a specific time in a persons lifeit is a state of mind. It is when people are at their happiest, living life without stress. Brians goal for his clients is to have them always living in the retirement mindset and enjoying a stress free and fulfilled life.

Financial planning, investing and taxes are passions for Brian, which is why he started his own fee-only financial planning firm, Intelligent Investing. In 2001, Brian graduated cum laude from the University of Massachusetts  Amherst with a bachelors degree in Accounting. He is not only a licensed investment advisor, but also a CERTIFIED FINANCIAL PLANNER® and CPA.
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Commodities, Bonds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, Video Conference, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA)
Securities Licenses:    Series 65
 

Firm Information

Firm's Number of Clients:    80
Firm's Number of Planning Clients:    80
Firm's Number of Managed Clients:    75
Assets Managed by Firm:    $55,000,000
Advisor's Number of Clients:    80
Advisor's Number of Managed Clients:    80
Advisor's Number of Planning Clients:    80
Assets Managed by Advisor:    $55,000,000
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Flat Fee, Based on Assets
 
 
 
Prepared By: Brian Joyce, CFP®/CPA

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