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Intelligent Investing
Loveland, CO

Brian Joyce

CFP®, CPA
Combing life planing with tax efficient investing

Meet Brian

Intelligent Investing - Brian Joyce
Intelligent Investing - Brian Joyce
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Retirement Plans for Business Owners - Brian Joyce
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How Do Financial Advisors Get Paid? - Brian Joyce
How Should I Invest My Cash? - Brian Joyce
How Should I Invest My Cash? - Brian Joyce
Video Transcripts

Brian Joyce CPA/CFP ® is a licensed investment advisor in Fort Collins, CO. He has been helping people redefine their idea of retirement since 2004. He believes that retirement is not a specific time in a person’s life—it is a state of mind. It is when people are at their happiest, living life without stress. Brian’s goal for his clients is to have them always living in the retirement mindset…

Brian Joyce CPA/CFP ® is a licensed investment advisor in Fort Collins, CO. He has been helping people redefine their idea of retirement since 2004. He believes that retirement is not a specific time in a person’s life—it is a state of mind. It is when people are at their happiest, living life without stress. Brian’s goal for his clients is to have them always living in the retirement mindset and enjoying a stress free ad fulfilled life.

Financial planning, investing and taxes are passions for Brian, which is why he started his own fee-only financial planning firm, Intelligent Investing. In 2001, Brian graduated cum laude from the University of Massachusetts – Amherst with a bachelor’s degree in Accounting. He is not only a licensed investment advisor, but also a CERTIFIED FINANCIAL PLANNER® and CPA.

Working for the Client’s Best Interest

Brian is a fee-only advisor, meaning that he does not receive commissions on the financial plans or products he recommends. Without the conflict of interest that accompanies sales commissions, Brian offers unbiased advice that is always in the client’s best interest.

Financial life planning, investing and tax laws are constantly evolving. Brian devotes himself to rigorous, ongoing education to ensure that he is always on top of changing laws, compliance regulations, and new strategies. In addition, he organizes and speaks at regional seminars and writes articles for business journals.

Giving Clients a Unique Experience

Working with Brian is distinct from most other advisors. Investment strategies and products are the last thing to be discussed. The first few meetings are devoted to financial life planning and getting to know what is most important to you and your family. Brian has developed a questionnaire to help you frame how you want to live the rest of your life. From there a working financial plan is developed which can be quickly updated and stress tested at future meetings. The last thing Brian will do is develop appropriate investment, tax, insurance and estate strategies to meet all your goals and help you sleep better at night.

To ensure you stay on track with your financial life plan and make adjustments as time passes, Brian will meet with you on a regular basis throughout the year. In addition, you will receive easy to read and transparent investment performance reports on a monthly basis. Your fees are collected on a quarterly basis. This gives Brian incentive to service you at a high level throughout your life and it allows you an opportunity to evaluate your relationship to ensure you are getting the proper value in return for your fees.

Committed to Our Local Community

Brian is always looking for ways to give back to the Northern Colorado community. He coaches youth sports, volunteers for charitable events, and is serves on the Board of Directors for local Non-Profit Organizations. Most importantly, he is a devoted husband and a father to three amazing children.

Contact us to schedule your consultation with a licensed investment advisor. We serve clients in the Loveland, Colorado, area.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Flat Fee/Retainer
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant

Memberships

FPA - Financial Planning Association
AICPA - American Institute of Certified Public Accountants

Education

Bachelors - University of Massachusetts-Amherst
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