My mission is to bring organization, accountability, simplicity, and clarity to your financial life. The value I deliver to my clients goes well beyond investment selection and implementation. We will collaborate to craft and regularly evolve a custom financial trail map and investment portfolio aligned with your vision, goals, and values.
As an independent investment advisor and B Corp, WashPark is committed to transparency, accountability and a fiduciary standard of care for our clients. Based in Denver, CO we work with a small community of clients locally and nationally.
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Hi, I'm Justin.
I provide financial planning, investment management, and retirement plan services to owners, employees, and advocates of Certified B Corporations. I am thrilled to be a part of a vibrant and inspired community of businesses committed to making a positive impact. I seek to embody the model that I advocate and firmly believe in the power of business and investment as a force for environmental and social progress.
I will assist you with thinking strategically about investments, insurance, estate, and tax but also with implementation; curating investments, crafting an investment plan and asset allocation, rebalancing portfolios, and connecting you with insurance, tax and estate professionals, as needed. It starts with a conversation that intentionally leads us to a deeper understanding of your current position and priorities for planning.
Want to learn what it's like to be a client? Click here to read about what you get, what we do and how much it costs.