Outbound Financial - Investment Advisers

About Outbound Financial

Outbound Financial, Inc. is an investment adviser headquartered in Boulder, Colorado, and is one of the investment advisers in Colorado. The firm describes itself as a fee-only financial planning and investment management practice founded to serve young professionals and families. It reports regulatory assets under management of $151.23 million and one employee. The founder began his career at a public accounting firm in Chicago, where he worked on income, estate, and gift tax consulting for wealthy individuals and families. He later decided to pursue financial planning full time and chose to launch his own practice rather than join a larger firm. The firm's stated focus is helping clients organize and understand their finances while reducing complexity and uncertainty in their decisions. The firm is also listed in the US investment advisers directory, which covers registered advisers across the country.

Key Facts

Assets Under Management

$151.23M

Employees

1

SEC File Number

801-131224