Gainline Financial Partners

Gainline Financial Partners is an independent, fiduciary financial planning firm that builds customized plans around each client's goals. Its services cover comprehensive financial planning, including cash flow, retirement, education and estate planning, along with tax-sensitive portfolio management, equity compensation planning and life-aligned coaching for couples and families.

The firm charges fees for its planning work and coordinates with clients' CPAs and estate attorneys when needed. It works with multi-generational families and describes its portfolios as long-term, transparent and monitored after fees. Gainline is located at 917 Front St. in Louisville, Colorado, and clients can start by reaching out through the contact options listed on the site.