Ross  Schmidt

Ross Schmidt

| BS

Aspen Wealth Planners LLC

Fee Only Financial Planner Located in Greenwood Village, CO and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

5445 DTC Parkway
Penthouse Four
Greenwood Village, CO 80111

Ross Schmidt is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

  • I hold a B.S. from the U.S. Naval Academy. I am a Registered/Licensed Investment Advisor in the States of Colorado and California.
  • Prior to Aspen Wealth Planners, I had a very successful sales and sales management career with high tech Fortune 500 companies. I also was a Marine aviator for five years after college.
  • I am a Cambridge Advisor, licensed under Cambridge Advisors, LLC, an alliance of fee-only financial advisors and a member of NAPFA, the National Association of Personal Financial Advisors.
  • When I am not working, you will find me either on my road bike or hiking my favorite trails.