Winding Trail Financial Planning, LLC
Founder, Fee-only Financial Planner
Fee-Only financial planner located in Lafayette, CO, serving clients locally and across the country
Dwight Dettloff is a fee-only financial planner and the founder of Winding Trail Financial Planning, LLC, located in Lafayette, CO.
My passion is serving young professionals, entrepreneurs, small business owners, and near and current retirees. Winding Trail Financial Planning, LLC was founded as an independent, fee-only, fiduciary financial planning firm in order to provide objective advice.
I am a licensed Certified Public Accountant (Michigan, Colorado) and CERTIFIED FINANCIAL PLANNER™. While my experience in public accounting and in private industry has given me a unique perspective to financial planning, I place high value on self-improvement.
In 2013, my wife and I made the decision to move halfway across the country to Boulder County, Colorado and I took a Senior Accountant position with a privately-held, multi-entity healthcare consulting firm. I was eventually promoted to Chief Administrative Officer. As CAO, I oversaw the accounting and finance functions of the company as well as human resources including benefits administration. In addition to the business side, I also played an integral part in assisting with the personal finances of the business owners.
In our time off, you can usually find my wife and I enjoying our local trails whether it's backpacking through Rocky Mountain National Park, trail running throughout Boulder and Jefferson counties, or snowshoeing the high country. We still get back to Michigan to visit friends and family and we try to celebrate Adrienne's birthday in a new city each year. We welcomed the birth of our first child, Emmerich, in August 2018.
Dwight Dettloff 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
Winding Trail Financial Planning, LLC is an independent, fee-only financial planning firm focused on helping professionals, entrepreneurs, small business owners, and near and current retirees achieve their best life. Winding Trail Financial Planning, LLC offers comprehensive financial planning on a subscription and AUM basis as well investment management without product sales or commissions.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Business Owners and Executives
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Novice Investors
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Dwight Dettloff is a NAPFA-Registered Financial Advisor
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.
Dwight Dettloff is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Dwight Dettloff is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Dwight Dettloff is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Contact Dwight Dettloff
Lafayette, CO 80026