Welcome to Shine Investment Advisory Services

We are an independent financial advisor in the Denver Metro area, managing approximately $400 million for wealthy individuals and families. Founded in 1985, we are a full service financial advisory firm, managing accounts above $1 million.

We have one guiding principal in our approach to financial planning and investment management: Our clients’ best interests are our primary concern. Period. It’s why the advice we offer is tailored to your unique needs and why we operate on a fee only basis.

We are dedicated to enhancing the financial health and success of our clients. Since we are Certified Financial Planners^® and a Registered Investment Advisor we are fiduciaries. We put your financial interests ahead of our own. We do not accept any commissions, outside fee arrangements or third party compensation.

While we have grown significantly over the years, we maintain our commitment to personal service. We develop close, trust-based relationships with our clients and provide each one with the attention, confidentiality and personalized service that is distinctly ours.