Chief Executive Officer, Chief Investment Officer & Co-Founder
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Justin is most energized when he is sharing portfolio strategies and investing principles with his clients, Justin brings a passion for the financial markets to every new project. He thrives on simplifying the financial lives of his clients while providing them with the knowledge and understanding they need to become active participants in their investment futures.
Justin is a Certified Financial Planner, and tailors his approach to each of his clients with an intimate understanding of their unique goals and financial situations. Justin earned a Bachelor of Science in Business Administration from the University of Northern Colorado, Monfort College of Business, and graduated as a Departmental Scholar in Finance.
Justin lives with his wife, Jillian, and son Carter in Greenwood Village, Colorado, with three loving, goofy golden retrievers. He is active in his community and with a local nonprofit, ACE Scholarships. When not in the office, he can be found mountain biking, rooting for Colorado sports teams and spending time with his family.
Justin Soucie 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.
Our team of Fee-Only Financial Advisorsbased in Denver have an investment management philosophy based on sound research and detailed analytics.
We bring to that scientific analysis the art of strategy that is based on experience and application of our discipline to the uncertainty of the markets. We do not have a “set it and forget it” mentality. We do not make investment decisions based on the daily changes in the moods of the market or the constantly changing social, technological, environmental, and political landscape. Instead, we consistently scrutinize the relative price disparities among market assets. We monitor this intelligence daily and use it to make informed decisions about your money.
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
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Justin Soucie 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.
Justin Soucie 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.
Contact Justin Soucie
7887 E Belleview Ave.
Denver, CO 80111