Myra Salzer

CFP®

The Wealth Conservancy, Inc.

Founder

Myra Salzer

CFP®

The Wealth Conservancy, Inc.

Founder

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

(303) 444-1919

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

Meet Myra Salzer

Myra Salzer is a CERTIFIED FINANCIAL PLANNER™ professional and the founder and president of The Wealth Conservancy, Inc. As a wealth coach and inheritor’s advocate, Myra’s specialty is ‘interior finance,’ or the personal aspects of inherited wealth. For more than 30 years, Myra has been helping clients achieve fulfillment as they find positive and effective ways to meet their goals and ambitions.  She is the author of four books on topics ranging from inheritance and its effect on individuals’ self-worth to establishing a near-perfect Family Office. Through her books, Salzer speaks directly to inheritors, providing reassurance of their greatest potential as human beings, and she shares with readers her secret to integrating with wealth. In addition to her books, Salzer developed TIES (The Inheritor’s Empowerment System), a series of nine steps for inheritors who want to harness the potential of their wealth and realize their greatest life ambitions.

Myra Salzer is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Myra Salzer is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Myra Salzer

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Office Locations:

  • 1525 Spruce St
    Ste 300
    Boulder, CO 80302

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