We pull together all of the pieces of the financial puzzle — offering comprehensive and integrated wealth management strategies. We work with you to help enhance your wealth and your life.
As a member of The GHP Financial Group, GHP Investment Advisors (GHPIA) is a fee-only financial planning and investment advisory firm that offers comprehensive, integrated wealth management services. Through our member firm GHPIA, we place your interests first, and help you objectively identify the proper investments to suit your needs. GHPIA doesn’t receive any commissions for selling financial products, investments, or insurance.
GHPIA focuses on ‘total wealth’ creation for clients, not just one aspect of it — they call it ‘life wealth.’ And it results in personalized, customized services, yet without the high costs of large brokerage firms. GHPIA focuses solely on individuals, small businesses, and executives. Services are divided into four areas:
- Financial Planning and Portfolio Management — starts with a comprehensive financial plan, which provides the framework for managing your portfolio all with the intent of helping you achieve your financial goals.
- Managed Professional Services — as part of GHPIA’s integrated approach, our GHPIA team will help manage and communicate with your CPA, attorney, insurance broker, or other external professionals.
- Personal Home Office — a unique GHPIA service, and part of our inherent culture, this service helps relieve the stress of managing your financial life and can help assist with basic financial housekeeping or bring in outside professionals as well.
- Business Advisory Services — working with other groups at GHP Horwath, GHPIA provides, or collaborates with others to provide, business owners and executives with advice on business tax, profitability consulting, M&A, business valuations, banking relationships, and more.
At GHP Horwath, we have a strong commitment to helping you — our clients — achieve success. It’s why we created GHPIA. In fact, we’re so committed that four of our principals have earned the designation of Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants (AICPA). A PFS must first be a CPA, and then develop expertise in financial planning to meet the AICPA’s strict educational, experience, and examination requirements. Two of GHP Horwath’s Personal Financial Specialists have been recognized in their industry as two of the “Top 250 Best Financial Advisors in the U.S.” [Source: Worth Magazine, 2002]
Learn more at GHPIA.
