To understand why Jeff and Grant merged their practices to form Noble Wealth Partners, it is important to know why Jeff and Grant started their own companies prior to merging.
Jeff originally started Columbine Wealth Planning to provide fiduciary financial advice to young professionals, young families, and the quietly wealthy members of Generations X & Y. An almost 20-year career in the investment management industry provided Jeff the motivation to create an independent firm that could serve clients without minimum investment thresholds or the need to push expensive insurance and investment products on clients that they didn't need.
After managing the investments at two prior firms, Grant found his passion for helping professionals and families with their financial goals. After experiencing bottlenecks that would hinder his ability to do what he thought was best for clients, Grant launched Noble Wealth Alliance.
Jeff and Grant both had a vision of providing world class financial planning services and professional money management to their clients through a tailored approach to their needs. They both felt strongly that their services should not be impacted by the interests of their broker dealer or other conflicts of interest that may occur through commissions and insurance products. The launch of Noble Wealth Partners, a fee-only Registered Investment Advisor (RIA), allows their clients to benefit from a firm that is the right size to accomplish their mission of making sure each client has the resources they need to pursue financial success.