Your Financial Life, Simplified
You've handled money yourself until now. But between work, kids, and everything else, you're wondering if you're missing something. You just need someone on your team to confirm you're on track and free up your mental energy for your family, your work, your life.
Stop wondering if you're doing money right
You wouldn't hesitate to hire a plumber or a piano teacher. Your family's financial future deserves the same expertise.
You're probably doing better than you think. Most people who find me aren't disasters. They're capable, hardworking people who want someone to confirm they aren't screwing up and who can make sure they keep not screwing up. That's completely reasonable.
Most of my clients look like this: dual income, young kids or thinking about kids, making good money but wondering if they're making good decisions. They don't want to become finance nerds. They just want someone trustworthy to tell them they're on track, fix the stuff that isn't, and know them well enough to sidestep bad stuff when life changes.
Sound like you? Let's talk.
One advisor. Zero commissions. Families like yours.
You work with one person — me
Not a team. Not a junior advisor who has to "talk to management." Kevin Shuller. I'm the one researching your investments, answering your texts when the market tanks, and remembering that your kid just started kindergarten.
Fee-only fiduciary
I don't earn commissions, so I'm not incentivized to sell you anything; that's what "fee-only" means. I'm legally required to act in your best interest, not just recommend something "suitable." That means I'm a fiduciary.
I get your stage of life
I only work with families at your stage of life, so I actually get what you're dealing with. I'm probably going through it right alongside you.
Talk to Kevin. 30 minutes, zero pressure.
The intro call isn't a sales pitch. I literally won't let you hire me on the first call. That's not how I work. We'll talk about where you are, what's keeping you up at night, and whether working together makes sense. If it doesn't, I'll tell you.
Book your free intro call- 30 minutes on Zoom
- We'll cover where you are, what matters, and what your next step should be
- If it's not a fit, I'll say so
Recent Blog Posts and Commentary
The worst chart every financial advisor will show you
Most financial advisors mean well. They try to show you graphics that tell the story they want you to hear. There's a big problem.
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The Scott Rolen Effect: Your key to investing greatness
When I was 25, I promised a total stranger, whom I never saw again, that I would run a marathon.
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Investing isn't gambling. Gambling isn't investing
Investing isn't gambling if you do it right. “I just put $50 into an index fund” has a very different ring to it than “I just bet $50 on a Nuggets-Avalanche-Reds parlay.”
Read the post →A Denver financial advisor for young families — wherever you live
Cedar Peak Wealth Advisors is proudly based in Denver, Colorado, and works with dual-income couples and young families across the Denver metro — and, thanks to Zoom, all across the country.
I help Denver families navigate the money questions that come with this stage of life: childcare costs, buying or upgrading a home, equity compensation, 529 college savings, and balancing saving for retirement with living life now.
- No commissions, no products to sell — just advice in your best interest
- Financial planning and investment management under one roof
- Meetings on Zoom, with a direct line to your advisor
- Serving Denver, the Front Range, and families nationwide