About Boulder Financial
Our Story
Boulder Financial was founded by Joe and Trae, a father and son team united by a mission rooted in lived experience. For Joe, witnessing the financial chaos his own family faced after losing his parents created a deep commitment to helping others avoid that same uncertainty. Trae joined that mission with energy and conviction, shaped by the lessons he learned growing up alongside his father.
Together, they built a firm that prioritizes people over profits and guidance over jargon.
Our Philosophy
We believe strategy should be grounded in values. Faith is central to how we serve, guide, and advise. Whether in Sunday School classrooms, boardrooms, or quiet conversations about a family’s future, integrity shapes every recommendation we make.
We do not simply design financial strategies. We serve with purpose and accountability.
What Makes Us Different
Built Through Real Experience
Our guidance is shaped by real life, real families, and real stakes.
No Suits. No Fluff. Just Strategy.
We communicate clearly and directly. We ask the questions others avoid and bring simplicity to complex decisions.
Loyalty as a Standard
Trust and consistency define every relationship we build. Our clients are treated like family.
Built to Give Back
Success is not measured in dollars alone. We actively support organizations such as St. Jude and Wounded Warriors and remain engaged in our community.
