About Us

BlueBird Advisory stands at the crossroads of expertise and innovation, guiding clients through Colorado’s financial terrain with personalized strategies that blend traditional wisdom and cutting‑edge solutions. Our mission is simple: empower families, retirees, and entrepreneurs to build, protect, and grow wealth while enjoying the freedom to pursue their passions. By combining decades of investment experience, in‑depth market analysis, and a passion for outdoor adventure, we create plans that are as dynamic as the landscapes we love. With a commitment to fiduciary integrity, our advice is always rooted in your unique goals, risk tolerance, and life vision.
At the heart of our approach is a holistic view that integrates investment management, tax planning, insurance, and real‑estate strategies into a cohesive framework. Whether you’re seeking growth, income, or preservation, we tailor every recommendation to fit your personal narrative. Our independent, transparent methodology ensures that the only focus is your financial wellbeing, allowing you to navigate market volatility with confidence.
Beyond numbers, we cultivate relationships built on trust and shared adventure. From hiking the Rockies to coaching clients through retirement transitions, our team brings the same enthusiasm to every interaction. With BlueBird Advisory, you’ll experience a partnership that is as reliable as a summit view, and as flexible as a trail that bends toward your goals.