Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
MARGIN is a fixed-fee only wealth management firm. We offer creative wealth management that includes personalized, in-depth financial planning, discretionary investment management, and proactive tax strategy and preparation.
MARGIN exists to help our clients simplify their lives so they can have more time and space (MARGIN) to focus on what's really important.
We serve clients locally in Denver, CO, throughout the United States, and global citizens throughout the world.
What investment and financial planning services do you provide?
- Financial Vision, Cash Flow Planning, and Net...
Daniel Abrams (CRD# 5400593) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 6 years of experience in the finance industry.
Akasha Absher (CRD# 4675577) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 18 years of experience in the finance industry.
Richard Acres (CRD# 6594652) is an Investment Advisor Representative working at Investment Security Group, Inc. in Denver, CO and has over 5 years of experience in the finance industry. Richard Acres has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.