Our Strategic Partner
We have an important strategic partnership with LPL Financial (LPL). LPL acts as our custodian of client accounts. They also execute trades and produce the monthly client statements. LPL was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. LPL has 3,000+ employees in Boston, Charlotte, and San Diego and provides services to over 17,500 financial advisors making them the nation’s largest independent broker/dealer.
Paul G. Wiederholt, CFP®
Paul Wiederholt is a Certified Financial PlannerTM and the founder and managing partner of Boulder Investment Group, LLC and Boulder Wealth Management, LLC. Paul brings more than 20 years of investment management and financial planning...
Kelly joined Boulder in 2010. She manages daily operations and support services for the financial advisors. She is responsible for a wide range of activities including office manager, client service assistant, and receptionist. Kelly’s...
Senior Investment Advisor