Bsw Wealth Partners

Bsw Wealth Partners (CRD# 107485) is a financial advisory firm headquartered in Boulder, CO. They manage $1,624,159,003 in 3,556 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,624
    MILLION
  • Total Number of Accounts
    3,556
    ACCOUNTS
  • Average Account Value
    $456,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, HI, MA, NC, NM, NY, OR, SD, TX, UT

Financial Advisors at Bsw Wealth Partners
Showing 1 - 10 of 19 top financial advisors.
1
Elias P. Bachmann
CRD#: 4969156
2300 Broadway Street, Boulder, CO 80304

Elias Bachmann (CRD# 4969156)

Elias joined the firm in late 2009 as an Investment Advisor. Prior to joining the firm he helped manage a discretionary equity and fixed income portfolio for the clients of a wealth management team at Wells Fargo Advisors. At BSW Wealth Partners he oversees the firm’s direct real estate investing activities, manages client portfolios, and is a member of the firm’s investment committee.

 

Elias completed both his Bachelors and MBA degrees at the University of Colorado in Boulder. While completing his MBA, he and his team won the Business Plan Competition at the Leeds School of Business and subsequently went on to compete nationally. He also holds the designation of Chartered Financial Analyst.

 

It seems like another lifetime but he has fond memories of running mountain biking camps for Boulder-based Dirt Camp. He enjoys the outdoors and traveling – taking great pleasure in back country skiing and mountain biking. Travel, when it isn’t to visit his various family members around the globe, probably involves warm water and waves with his wife Trish.

Education, accreditation, leadership and service:

  • BA, University of Colorado Boulder
  • MBA, University of Colorado Leeds School of Business Boulder
  • Chartered Financial Analyst® (CFA®)
  • Advisory Board Burridge Center for Finance, Leeds School of Business, University of Colorado Boulder
  • Program Chair, CFA® Society of Colorado
2
Lily J. Beitel-Horton
CRD#: 6303481
2300 Broadway Street, Boulder, CO 80304

Lily Beitel-Horton (CRD# 6303481) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 9 years of experience in the finance industry.

3
Kathrin Biscornet
CRD#: 6745637
2300 Broadway Street, Boulder, CO 80304

Kathrin Biscornet (CRD# 6745637) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 7 years of experience in the finance industry.

4
Tami C. Carroll
CRD#: 5333353
2300 Broadway Street, Boulder, CO 80304

Tami Carroll (CRD# 5333353) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 13 years of experience in the finance industry.

5
Eric A. Davis
CRD#: 6065115
2300 Broadway Street, Boulder, CO 80304

Eric Davis (CRD# 6065115) 

Eric is an Advisor at BSW Wealth Partners where he supports both the advisory team and the investment group through diligent analysis and dedicated service to clients.

 

Prior to joining BSW, he worked as a financial analyst with investment firm, Janus Capital Group and also spent time as an investment banking analyst with Petrie Partners, an oil and gas focused investment bank. Eric then spent a year in southern Spain fulfilling his entrepreneurial itch by starting a craft-beer brewery. 

 

Eric competed for the University of Colorado NCAA ski team and spends most of his time outside the office skiing. Although he thoroughly enjoys speeding downhill on the slopes, his current fascination is finding powder in the backcountry. He also enjoys climbing, mountain biking, traveling and spending time with family.

 

Education, accreditation, leadership and service:

  • BS, with Distinction, University of Colorado – Boulder – Leeds School of Business
  • 2011 NCAA National Champion – Skiing
6
Aaron M. Deitz
CRD#: 5474260
2300 Broadway Street, Boulder, CO 80304

Aaron Deitz (CRD# 5474260) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 5 years of experience in the finance industry.

7
Julie D. Martinez
CRD#: 5605585
2300 Broadway Street, Boulder, CO 80304

Julie Martinez (CRD# 5605585) 

As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 15 years, she has assisted clients with transitions such as retirement/work-life reinvention, business transition, death of a loved one, financial windfall and inheritance. Julie has experience in cash-flow analysis, business owner planning strategies, next generation education, legacy and estate planning, and incorporating real estate, businesses and mineral interest holdings into a financial plan.

Julie began her career while still in grade school, helping her real estate broker mother with filing, organizing and showing property. Her mother treated every client as if he or she were a member of her own family. She was proud to have generations of families seek her advice on real estate matters and maintains many of those relationships into her own retirement. This early mentoring instilled in Julie a fundamental business belief: treat every client as if he/she were your family member and as if the relationship will last for generations. Julie graduated with honors from Colorado State University and earned her CERTIFIED FINANCIAL PLANNER™ designation. In 2009, she became a Sudden Money™ Advisor and is one of a handful of advisors nationally in the Institute’s Mastery Program. Prior to joining BSW Wealth Partners in 2015, Julie was co-owner of a financial planning firm.  Julie is past President of the West River Estate and Financial Planning Council and past Board Member of Zonta Club of the Black Hills.

When out of the office, Julie can be found skiing, mountain biking, and exploring the outdoors with
her husband and two teenage daughters.

Education, accreditation, leadership and service:

  • BA, Colorado State University
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Financial Transitionist™ (CFT™)
  • Member – Financial Planning Association
  • Volunteer – Women in Science Annual Youth Conference
  • Volunteer – Idea Wild, Biodiversity Conservation Organization
8
Samuel J. Napp
CRD#: 6436519
2300 Broadway Street, Boulder, CO 80304

Samuel Napp (CRD# 6436519) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has 1 year of experience in the finance industry.

9
Raliegh D. Riddoch
CRD#: 3066175
2300 Broadway Street, Boulder, CO 80304

Raliegh Riddoch (CRD# 3066175) 

Raliegh is a managing principal of BSW Wealth Partners and an Advisor. It’s Raliegh’s role to help clients find appropriate solutions for many of the complex financial situations they encounter. Over the years, he has learned that he adds the most value by helping clients find the balance between the quantitative and qualitative pieces that make up their lives. Since 1998, Raliegh has spent time advising clients on a wide range of financial matters while working for firms such as: TD Waterhouse, Charles Schwab, and Dain Rauscher. The combination of his investment experience and passion for offering objective financial advice brought him to Baydush Simon Weaver in 2005. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Divorce Financial Analyst®. He is also a member of the Financial Planning Association and The Institute for Divorce Financial Analysts (IDFA™).

In 1997, he earned a Bachelor of Science degree in Finance from the Monfort Business School, at the University of Northern Colorado.

Although spending time with his wife Kristi and daughters Gwendolynn and Adliegh is his favorite pastime, he also enjoys athletics and playing in Colorado’s great outdoors.

Education, accreditation, leadership and service:

  • BS, Monfort Business School, University of Northern Colorado
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Divorce Financial Analyst® (CDFA™)
  • Member of the core leadership group for families at Cherry Hills Community Church
  • Member of the Rotary Club of Castle Pines
10
Matthew V. Samek
CRD#: 5407687
2300 Broadway Street, Boulder, CO 80304

Matthew Samek (CRD# 5407687) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 11 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.