Essential Advisors

Iconergy Limited is a Colorado-owned company that specializes in comprehensive energy solutions, offering services such as energy performance contracting, energy audits, and sustainability consulting. With a team of experienced energy consultants, engineers, and construction professionals, Iconergy is dedicated to bridging the gap between practicality and efficiency in energy systems. They prioritize effective management and communication to ensure timely and budget-friendly delivery of their projects. Energy performance contracting is one of Iconergy's key offerings, providing a budget-neutral approach to energy efficiency and sustainability. Their contracts guarantee savings within a specified timeframe, and if the savings don't materialize, Iconergy takes responsibility. From HVAC improvements to custom energy optimization, Iconergy's services aim to make sustainability more accessible while creating safer and more comfortable environments for their clients.Generated from the website

Financial Planning Standards Board (FPSB) is a global nonprofit organization based in Denver, CO, dedicated to promoting the value of financial planning and setting professional standards in the industry. With over 213,000 CERTIFIED FINANCIAL PLANNER professionals worldwide, FPSB is the leading authority in financial planning certification and excellence. Through their global network of affiliate organizations, FPSB collaborates to shape the future of the financial planning profession through knowledge sharing, standards development, and thought leadership. As the only globally recognized mark of professionalism for financial planning, CFP certification is highly regarded by consumers and industry professionals alike. FPSB's global consumer research has shown that individuals who work with a CERTIFIED FINANCIAL PLANNER professional experience better outcomes in their financial lives. Whether you need assistance navigating your current financial reality or planning for long-term goals, a CFP professional can provide the expertise and guidance needed to secure your financial future.Generated from the website

We are a team of financial advisors, CFPs®, CPAs, financial planners and administrative professionals with branch offices located around the country. We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services. Our purpose is to help our clients navigate the path to a better, more secure future.