Skip to main content

 303-626-2446Form CRSClient Login

Johlfs Wealth Management logo
menu
  • Home
  • Who We Are
    • Meet the Team
    • Awards and Associations
  • What We Offer
    • Our Services
    • Our Portfolios
    • Our Events
  • Engage
    • Features and Benefits
    • Document Uploader
    • Share a Referral
  • Insights
    • About LPL Financial
    • CFP® Blog
    • Calculators
    • Gallery
    • 2025-2026 Tax Season
    • Our Weekly Newsletter
  • 2025 Tax Season
  • Professional Opportunities
    • Succession Planning
    • Professional Referral Network

Investment Opportunities in Volatile Markets

Discover 3 Hidden Opportunities

Blog

Brittany Dean | May 19, 2026

2026 Forbes Best In State Ranking

Celebrating Craig’s Ranking
Read More
Brittany Dean | May 19, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

Read More
Eric Haines, CFP | Apr 19, 2026

What $100 Invested in 1928 Would Be Worth Today

Investments
Finance
Savings
Retirement
Risk Management

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive

Read More
Business professional in a suit standing by office window, looking at city skyline in a modern workspace.
Trevor Holen, CFP® | Mar 31, 2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

Investments
Finance
Risk Management

It rarely starts calmly.

A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.

And

Read More
Cameron Fraker, CFP® | Mar 19, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

Read More
driver looking forward towards the road with their eyes reflected in the rearview mirror
Trevor Holen, CFP® | Feb 19, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

Read More
Cameron Fraker, CFP® | Jan 19, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

Read More
Trevor Holen, CFP® | Dec 19, 2025

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested

Read More
Cameron Fraker, CFP® | Nov 19, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

Read More
Cameron Fraker, CFP® | Oct 19, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the

Read More
default blog image
Trevor Holen, CFP® | Sep 23, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
Trevor Holen, CFP® | Sep 19, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

Read More

Pagination

  • Current page 1
  • Page 2
  • Next page Next ›
  • Last page Last »

Contact

P | 303-626-2446 
E | johlfswm@lpl.com

     

Client Login ›

Address

5299 DTC Blvd
Suite 1170
Greenwood Village, CO 80111

Get In Touch

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Fast 50, Denver Business Journal for 2022, is based on privately held, locally owned for-profit companies based on revenue gains from 2019-2021, with an average of at least $1 million in sales. Data submitted was audited by RSM, an accounting partner of the Denver Business Journal.

Fast 50, Denver Business Journal for 2025, is based on privately held, locally owned for-profit companies based on revenue gains from 2022-2024, with an average of at least $1 million in sales. Data submitted was audited by RSM, an accounting partner of the Denver Business Journal.

Denver Business Journal 40 Under 40 for 2018 recognizes business leaders under the age of 40 based on, but not limited to: community involvement, Leadership in business, and business recognition. 2018 winners were selected by 23 judges from 500 nominations for 259 individuals. 

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

AdvisorHub Advisors to Watch 100 Solo nominees are required to have a minimum of seven years of experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism.  The list is broken into several sub-lists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.

AdvisorHub issued Advisors to Watch Next Gen 2025 on 6/12/25 based on the following eligibility requirements and data for 12/31/23 – 12/31/24: 7+ years experience, $150+ mil in assets under management, 2+ years at current firm, regulatory history, scale, growth, and professionalism. A total of 1984 applications were received and included team member/self-nominations, with 700 award recipients being recognized among several sub-categories: RIAs (fee-only), Over $1bil, Under $1bil, Next Gen, Women, Solo, and Advisors to Watch. No fee was paid to participate in or promote the award.  This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor,  past investment performance, or a guarantee of future results.

Thrive 2019 applicants had to be based in the US, offer financial services to individual clients, and have a minimum revenue of $100,000. Applications were accepted from individuals, teams, and companies of all types and sizes - including solo advisors, ensembles, practices, family offices, registered investment advisors and independent broker-dealer reps.
Denver Business Journal's Investment Managers 2022-2025 information on the list was supplied by individual companies through questionnaires and could not be independently verified by Denver Business Journal. Only companies that replied to our inquiries were included in this list. 

Denver's Largest Private Companies 2025 included the 121 largest private companies in the Denver area that generated more than $30 billion in combined revenue in 2024. Based in the seven-county Denver metro (Adams, Arapahoe, Boulder, Broomfield, Denver, Douglas, and Jefferson counties), these businesses employed nearly 16,000 people locally.

© 2026 Johlfs Wealth Management. All rights reserved.