Denver’s Most Personal Financial Advisor Firm 

Our History

After a decade in the financial services industry at some of the most well-respected firms in senior-level roles as a financial professional, our Founder, Blaine Thiederman wanted to provide his clients with better advice, guidance, and support as he helped guide them through their financial journeys. He believed that, as a certified financial planner, he could do better than what the industry was offering by not selling insurance products or commissioned financial products. He knew that there must be a better way to support his client’s financial situation so he decided to launch his own financial advisory firm.

A Financial Planning Firm Created With You In Mind

Through launching his own firm in the Denver metro area, he knew that he’d find reasonable, hard-working, like-minded clients that would see the value in receiving comprehensive services including investment advice and family office services like asset management, risk management, in-house tax professionals and a legal obligation to always have their best interests at heart. Providing clients easy access to these kinds of services would make Progress Wealth Management a different kind of wealth management firm.

As a fiduciary financial adviser, Progress Wealth Management hopes to help its clients use the most effective financial strategies to improve their retirement plans without the sale of any security. They believe that by providing accurate information and simple steps that they can do in their spare time that they’ll be able to reach their financial goals easier.

Our investment advisory services aren’t dependent on our ability to tell the future or use some fancy product our clients don’t understand. We don’t think anyone can do that effectively and anyone who does likely doesn’t specialize in offering financial planning services.

Regularly, our clients are invested in mutual funds or exchange-traded funds. We believe this is the correct way to manage their funds because historically, investment managers aren’t very good at fortune-telling. Picking out the best stocks is hard, even for the best stock pickers on wall street. Hedge Funds in the last 20 years have far underperformed, on average, a basic ETF portfolio.

The Process Of Work With Our Wealth Management Firm

If this is your first time working with a financial advisor, you may wonder what the process looks like for investing. If that sounds like you, read on.

The first step will be talking with you about your personal information. You should expect a casual conversation where we talk about a lot of general information including your financial goals, obstacles, your career, your family, investment strategies, and much more.

If it makes sense, we’ll move on to building your financial plan and figuring out the next steps. Now, in order to help our clients understand what asset allocation makes the most sense, we start with their financial objectives and risk tolerance and provide them with options that all have a high degree of likelihood of working.

Once we provide them with the options for their investment strategy, we help them decide what options make the most sense for them. This typically involves onboarding their accounts and beginning our investment management program. For clients in the Denver area, we’re happy to help with these forms in person. Alternatively, for clients outside of the Denver area, we oftentimes will guide them through the paperwork remotely.

All investment decisions that we make on our client’s behalf are understood and agreed to prior to us making them.

Following us onboarding your accounts onto our broker – dealer ‘s platform and building your initial financial plan, you’ll receive a client relationship summary that will summarize what tasks you should be working on and what you should expect out of us. This typically is in the form of tasks on your financial planning dashboard which we’ll review once every 6 months, together at the least.

The reason why once every six months makes sense is that, as you and your partner live your financial lives together, you’ll see yourself progress toward your goals but occasionally, you may hit a bump in the road. We want to ensure you pivot correctly when that happens.

You’ll have easy access to your financial planning dashboard and investment management platform at every step of the way so you’ll know how we’re managing your money and why.

What Makes Us The Best Financial Advisors

As your financial advisor, we will be your fiduciary and will take the extra measure to ensure your individual situation is given the time and care that it deserves.

Every advisor that works for Progress Wealth Management is required to have a bachelor’s degree, be a Certified Financial Planner and be financial planning, first. We’re bound by the ethical requirements of the financial planner board of standards, inc as well as by our designation as a fiduciary. We are fully an independent wealth management firm and aren’t organized under LPL Financial registered representatives or any other Hybrid RIA.

We won’t advise on any real estate transactions; only on how to prudently and responsibly reach your financial goals as fast as possible. If you’re looking for someone to help advise you on real estate transactions, we likely aren’t the right advisor for you.

This shouldn’t matter to you, however, we aren’t an SEC – registered investment advisory firm, only the Financial Industry Regulatory Authority (member FINRA) meaning you’ll get more attention because we don’t have hundreds (if not thousands) of clients. We aren’t paid to sell any investment products, only give you prudent financial advice and manage your investments. We don’t take any institutional clients. We accept clients all over colorado including Colorado Springs, Northern Colorado, and everywhere in between. We also accept clients in the following states: Arizona, Washington, California, New York, Florida, Oregon, and Utah.

Why You Need To Work With A Financial Planning Firm

Even the most financially astute among us have trouble managing their finances, sometimes. It’s hard to stay disciplined, manage your investments and be able to take a step back and look at our finances from a thousand-foot view, especially when life throws curve balls. This is why we all have doctors when we could very well likely pay for our own labs and use Google to properly interpret them; because getting life-changing decisions wrong ends with terrible consequences.

This is why many people opt-in to hire a financial advisor to, at least once a year, help them understand what, if anything they need to adjust about the way they’re managing risk, their budget, their savings, earning potential, and much more.

We ask that everyone reading this at the very least schedule a free consultation with us to verify if you’re doing a good job on your own or not.