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Headquartered in Denver, Colorado's Denver Tech Center , Andstead Advisors provides comprehensive financial planning, investment management, retirement planning, and business owner solutions to clients across the country. We work with business owners and individuals to help them make thoughtful decisions and move forward with the financial confidence and clarity they have earned.

At Andstead Advisors, your priorities shape ours.

Financial Planning

Understanding your full financial picture so you can make more informed decisions about your goals, resources, & what comes next.

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Investment Management

Investments designed and managed to stay aligned with your goals, risk tolerance, and overall financial plan.

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Business Owner Solutions

Guidance for business owners navigating retirement plans, succession planning, cash flow decisions, and the connection between their business and personal finances.

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Retirement Planning

A structured approach to retirement income, Social Security timing, and taxes as you transition into and through retirement.

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The Details That Complete the Picture

A financial plan is made up of more than just investments and retirement decisions. There are additional areas that play an important role in how everything comes together. This includes insurance planning, such as life, disability, and long-term care, as well as annuities and other income-focused solutions. It also means coordinating with your attorney and CPA on estate and tax-related decisions, and identifying any gaps or risks that could impact your overall plan. These elements are considered as part of your broader financial picture, ensuring everything works together and supports the decisions you’re making.

Insurance Planning

Evaluating life, disability, and long-term care coverage to protect what you've built.

Annuities & Income Solutions

Reviewing annuities and other income tools within the context of your overall plan.

Estate Planning Coordination

Working with your attorney to ensure your estate plan aligns with your financial goals.

Tax Strategy Coordination

Collaborating with your CPA to align financial decisions with tax considerations.

Cash Flow & Liquidity Planning

Helping you manage how money moves through your life, both now and over time.

Life Transitions & Major Decisions

Supporting you through key moments like career changes, business events, and life changes.

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What Should I Do With an Old 401(k)?

Not sure what to do with an old 401(k)? Compare leaving it with your former employer, moving it to a new 401(k), rolling it into an IRA, or taking a distribution, and learn what to consider before moving your retirement savings.

5 Years Before Retirement: What Should You Be Doing Now?

Five years before retirement is the time to turn your savings into a plan. Learn what to review now, including spending, retirement income, Social Security, taxes, investments, healthcare, savings, debt, and your future retirement lifestyle.

Bring Your Financial Picture into focus

Financial decisions don't happen in isolation. Whether you're planning for retirement, managing investments, navigating a business decision, or building a long-term financial strategy, we'll help you understand how the pieces fit together and what matters most for your situation. From our Denver Tech Center office, we work with clients in Colorado and across the country to bring those decisions together into a more coordinated financial strategy.

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