Why Altius?

If you were crossing the Pacific Ocean in a yacht, who would you pick as your captain? Ideally, someone who’s made the Pacific crossing many times before in a yacht.

If you were climbing Mount Everest, who would you pick to lead you? Ideally, a Sherpa who has climbed Everest many times and has guided others like you safely up and down the mountain.

So, if you are looking for a financial advisor to guide you and manage your investments for the next 10 to 20 years, who should you select? Ideally, a fee-only advisor with years of experience and expert knowledge who has advised many others; someone you connect with who understands your needs and will manage your investments with a steady hand.

We at Altius can be that advisor for you. We are fee-only, and we have extensive experience and excellent credentials (CFP^®, CFA, NAPFA-Registered Advisor). We have provided advice and guidance to more than 175 clients over the past 10 years and have managed our clients’ investments in both good and stressful times. We will take the time to get to know you and will always be there when you need us.

We realize that you will come across many financial advisors who, on the surface, appear similarly competent and qualified. When you dig deeper, however, you are likely to find significant differences between advisors – from skill level and experience to compensation method, from personality and customer service to investment philosophy.

We have cited the qualities we consider important in selecting an advisor. If you too consider them important, we hope you will reach out to us.