Donald Loyd

CFP®, JD, MBA

Loyd Financial Management, Inc.

President and Financial Advisor

Donald Loyd

CFP®, JD, MBA

Loyd Financial Management, Inc.

President and Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Donald Loyd, CFP®, JD, MBA

Fee-Only financial planner located in Centennial, CO, serving clients locally and across the country

Donald Loyd is a Centennial, CO fee-only financial planner. Loyd Financial Management, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Donald Loyd is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Donald P. Loyd, J.D., M.B.A., CFP®, has been in the financial planning industry for over 25 years, providing objective advice and consultation to his clients. He holds a bachelor's degree in business (BBA) from the University of Miami as well as a master's degree in business (MBA) and a law degree (JD) from the University of Denver.

Don is a CERTIFIED FINANCIAL PLANNER™ Practitioner and received his designation in 1991. In 1987, he was admitted by the Supreme Court of Colorado to practice law. Don currently maintains his Colorado attorney's license but does not actively practice law. Don is also an Ed Slott trained IRA Advisor, member of the Financial Planning Association and a member of the National Association of Personal Financial Advisors (NAPFA). 

Mr. Loyd has earned industry recognition for his service to clients and has been featured in various Denver Post and Denver Business Journal articles. He previously served as an arbitrator for the Financial Industry Regulatory Authority, Inc. (FINRA) as well as an expert witness in various FINRA securities-related arbitration cases.

Active within his community, Don is a member of the Rotary Club of University Hills (Denver) as well as a tribal member of the Cherokee Nation.  

Donald Loyd 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

Loyd Financial Management, Inc., was established in 1998 by its founder, Donald P. Loyd, J.D., M.B.A., CFP®,  As a fee-only advisory firm, we provide honest, straightforward, and objective advice.  We are interested in developing long-term, mutually beneficial relationships with clients that are built on the highest levels of trust, integrity, and service.

Our goal as fiduciaries is to assist you with all of your financial planning needs such as investment selection and management, retirement planning, assessing and reviewing your insurance needs, income tax planning, estate planning, and just about any other issue that affects your financial life.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Single, Divorced or Widowed Women
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Donald Loyd

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Office Locations:

  • 7475 E Peakview Ave
    Bldg 10
    Centennial, CO 80111

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