To check the background of Kristian Colvin as an investment professional, please use Finra’s broker check link, here.

Investment Advisory
In either discretionary or non-discretionary fashion, Kristian offers comprehensive portfolio advice, including portfolio monitoring, regularly scheduled meetings, quarterly reporting of results and consistent communication for questions, ideas and feedback via actual, in-person meetings. Of course, phone and email works too. Up to you.

Transactional / Commissionable relationships
A flexible, fair model for services as needed that can greatly simplify how you receive financial consulting. Prices and fees would be discussed with each client to reach an agreed upon fee relationship.

Financial Planning
This fee-only model is designed for specific financial goal setting and achievement. We’ll think about big picture plans, analyze your investments and in general, put you on the path toward making informed financial decisions. Given the highly unique nature of each family’s or individual’s economic means and goals, custom proposals are presented prior to the engagement of any agreed upon fees.