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Steven Harp

AIF®, CFP®, ChFC®
Colorado Wealth Group
Denver, CO
At Colorado Wealth Group, we are passionate about inspiring our clients to implement life-changing solutions that deliver customized, meaningful results.

Meet Steven

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Introduction - Steven Harp Video
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Retirement Readiness - Steven Harp
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Financial Planning - Steven Harp
Video Transcripts

Steven Harp is the Managing Partner and Co-Founder of Colorado Wealth Group. Steven’s vision for CWG is to deliver nothing but exceptional value and expertise to all clients, building on a reputation of being one of the best, and most comprehensive financial planning firms out there.

Steven graduated with a bachelor’s degree from University of Missouri in 2004. Since then Steven has built a dynamic, well-balanced practice but remained focused…

Steven Harp is the Managing Partner and Co-Founder of Colorado Wealth Group. Steven’s vision for CWG is to deliver nothing but exceptional value and expertise to all clients, building on a reputation of being one of the best, and most comprehensive financial planning firms out there.

Steven graduated with a bachelor’s degree from University of Missouri in 2004. Since then Steven has built a dynamic, well-balanced practice but remained focused on continuing education.

He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), the most prestigious financial planning designation. Steven also holds his Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Certified in Long-Term Care (CLTC).

Steven his and wife, Andrea, moved to Colorado in 2005 from Missouri, specifically for the outdoor lifestyle. They enjoy hiking, running, cycling (mountain and road), and snowboarding, but lately you’ll find them eating out at one of Denver’s farm-to-table restaurants with their son, Archer. Steven is currently attempting to learn golf, so if you need a good laugh...


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
LGBT services

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Fee & Commission
Flat Fee
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®
AIF® - Accredited Investment Fiduciary®
CLTC® - Certification for Long-Term Care®

Memberships

FPA - Financial Planning Association

Education

Other post-graduate
Bachelors
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