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Financial Steward Associates (FSA) is a team-based financial planning and investment management firm located in Boulder, CO. With over 20 years of experience, FSA takes a holistic approach to help individuals and families define and pursue their financial goals, empowering them to make prosperous decisions and navigate the complexities of their financial picture. As a guide in understanding the entirety of their clients' financial situations, FSA challenges conventional wisdom and thinks outside the box to provide unique strategies for investing and preserving wealth. Committed to building genuine connections, FSA's team of advisors works closely with clients to support their decisions and help them achieve long-term success.Generated from the website

First Affirmative Financial Network LLC, headquartered in Boulder, CO, specializes in values-aligned investing, offering the Values-Aligned Direct Index Solution (VADIS) powered by YourStake and Orion Advisor Technology. The firm emphasizes maximizing returns while ensuring clients' impact aligns with their values through a transparent, customizable investment platform that features active proxy voting and advocacy programs. With a commitment to making a positive difference, First Affirmative provides deeply researched investment choices that meet both financial and ethical goals. Their comprehensive approach includes automated tax loss harvesting and engagement in corporate actions to advocate for a sustainable future. Generated from the website

Harbor Financial Group is a women-owned and women-operated wealth management firm based in Boulder, CO. With over 35 years of experience, they specialize in providing comprehensive financial planning and investment management services to individuals, families, and small businesses. Their team of CERTIFIED FINANCIAL PLANNER professionals offers personalized and unbiased advice, focusing on building strong, trusted relationships with their clients. Harbor Financial Group takes pride in their high-touch service, maintaining a low client-to-advisor ratio to ensure they are more in touch with their clients' specific financial needs. They are committed to helping their clients achieve their wealth management goals through a professional, caring, and innovative approach. Harbor Financial Group offers customized services for millennials and young professionals, recognizing them as the future and aiming to help them create a solid financial foundation. They provide risk-adjusted investment portfolios that have been highly regarded for their strong and consistent returns. With a dedication to lifelong relationships, Harbor Financial Group works closely with their clients' other professional advisors to ensure a cohesive plan for their multigenerational financial needs. Their promise to clients is to guide them with an experienced, professional team, delivering the highest level of service, attention, and personalized plans that meet their unique needs and goals.Generated from the website