Bill Stordahl
CFP®
Stordahl Capital Management
Managing Director and Senior Advisor
Bill Stordahl
CFP®
Stordahl Capital Management
Managing Director and Senior Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Bill Stordahl, CFP®
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
What Makes Us Unique
* Fiduciary
* Fee-only
* Client advocate
* Comprehensive
* High-touch
* Passion for helping clients make the most of the one life they have
* Advice that helps give clients the freedom to stop worrying and start pursuing the things that matter most to them
* Scheduled monthly or quarterly conference calls or meetings
* Unwavering commitment to low-cost, evidence-based investment strategies
* Internally designed passive investment approach using low-cost ETFs and Dimensional mutual funds
* Credentials that include highly regarded designations and degrees such as the CFP®, ChFC®, FSCP®, LUTCF®, and MBA
Bill Stordahl, CFP®, started Stordahl Capital Management because he was on a mission—and still is—to deliver value far beyond what clients expect and what they could ever receive from a bank or wirehouse. Bill knows what the culture is like at those national companies because he worked for one. His frustration with rampant conflicts of interest and the “revenue for revenue’s sake” environment propelled him into launching Stordahl Capital Management with the mission of pairing the smartest, most caring people with the greatest technology to create the best client experiences and outcomes possible. The mission remains the same today.
As Managing Director, Bill is responsible for the management and strategic direction of our firm. He oversees the wealth management experience that clients receive, directs the investment process and outlook, and works with the Chief Compliance Officer to ensure the firm is meeting its compliance obligations. As Senior Advisor, he meets with clients, works with the firm’s associate advisors, and establishes relationships with new clients. No matter what he is doing, his focus is the same: to make a difference in clients’ lives.
Bill Stordahl is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Stordahl Capital Management, we focus on what we do best: helping people feel confident, self-assured, and empowered about their wealth and their retirement. Located in Greenwood Village, Colorado, our fee-only financial advisory firm provides life-centered planning to pre-retirees and retirees in the Denver area and nationwide. We provide financial planning and low-cost investment management strategies to help our clients meet their dreams today while creating their ideal vision for the future.
Our founder, Bill Stordahl, began his career with a Midwestern financial services firm where he was drawn to the firm's values of client first, shareholder second. That firm was later sold to a large national bank that did not seem to share those values. After the sale, Bill know it was time to make a change and launch his own business. In 2009, he took his firm independent. In 2017, he reorganized Stordahl Capital Management into a fiduciary, fee-only financial planning firm centered on life planning and committed to delivering exceptional experiences and great outcomes to the firm's clients by always putting their interests first.
Our goal is to manage the details of our clients' financial lives so that they leave our office feeling cared for, inspired, and confident, knowing the answers to the only two questions about money that really matter: Will I be OK, and can I live the life I want?
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office and Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Bill Stordahl is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Bill Stordahl is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Bill Stordahl is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Stordahl Capital Management is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Bill Stordahl Has Received Basic Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
Contact Bill Stordahl
Office Locations:
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8400 East Crescent Parkway
Suite 420
Greenwood Village, CO 80111
