GHP Investment Advisors, Inc.

GHP Investment Advisors, Inc. is a financial planner in Denver, CO, located at 1290 Broadway #1100. The firm provides personalized financial planning and wealth management services designed to help clients achieve financial freedom. As a fiduciary, the firm is legally obligated to act in the client’s interest and objectively identify proper investments. The team collaborates with clients and their accountants, attorneys, or other experts to address taxes, estate plans, insurance policies, and business issues. They do not receive commissions for selling financial products or investments, nor do they sell insurance. The firm holds a rating of 4.30 based on customer reviews.

The firm operates as a fee-only advisor, receiving compensation solely from clients rather than through commissions. Their approach rejects market timing and momentum plays, focusing instead on the long-term relationship between risk and reward. They aim to take only the necessary amount of risk to achieve client goals. The GHPIA Valuation Benchmark is a proprietary process used to determine if potential investments are overvalued, undervalued, high-risk, or low-risk. The team quantifies and measures risk using logical and rational statistical tools, frequently monitoring portfolios to eliminate high-risk assets and focus on investments designed to meet financial goals.

Client service includes proactive communication, with the team reaching out every six months to discuss investment portfolios and requesting annual meetings to update financial statements. These reviews cover retirement planning, income tax planning, education funding, insurance, and estate planning. The firm also offers financial concierge services, such as locating experts for questions on Social Security, health insurance, mortgages, and business valuations. They sit in on meetings with accountants or attorneys, communicate with financial institutions, and review documents including the fine print. Additionally, they review investments in 401(k) and 529 plans not managed by the firm. The team is available Monday through Friday from 8:30 am to 5:00 pm Mountain Time.

The firm’s standing is defined by its positive rating from the customers who have reviewed it. As a registered investment advisor, the firm adheres to a fiduciary standard of care, a principle they have maintained for more than 20 years. They emphasize transparency, ensuring clients understand the landscape of their investments and how markets react to various factors. Their team approach is designed to take the work off the client’s plate, offering expertise, integrity, and objectivity.

GHP Investment Advisors, Inc. brings a fiduciary, fee-only approach to financial planning in Denver, helping clients navigate market volatility with a focus on long-term goals and transparent communication.

The firm is situated on Broadway, just steps from East 13th Avenue and North Broadway. It is located about a tenth of a mile from the History Colorado Center, the Denver Central Library, and the Ralph L. Carr Colorado Judicial Center.

BizScoreAI awarded the business a perfect 100 out of 100 for its Discoverability score, which ensures AI crawlers can access every page so the firm can be recommended by AI assistants. The Technical score of 81 out of 100 confirms the website is secure and indexable, allowing search engines to read it without errors. Additionally, the business ranks number 2 of 19 Financial planner businesses that BizScoreAI has scored in Denver.

Services:

• Financial Concierge Services
• Financial Planning
• Global Markets Analysis
• Portfolio Management
• Private Equity and Private Credit Consulting