• Retiring at Highs, Planning for Lows

    As I write this column, the S&P500 is again hitting an all-time high. This isn’t unusual, all-time highs are much more common than they feel. But it leaves many near retirees with a nagging question: “What happens if I retire just before a bear market?”

    Read Steve’s Latest Article

  • The Assets That Pay You — and the Ones You Pay For

    I believe in the value of home ownership and regularly encourage it. But beyond a primary home, the financial picture muddies. Put simply: Some assets help fund your life. Others require that your life funds them.

    Read Steve’s Latest Article

  • Finding Financial Happiness Pt. 1 & 2

    Why are Americans are still overwhelmingly dissatisfied with their finances, despite record net worth and increased income?

    Read Part 1 - ComparisonRead Part 2 - Generosity

  • Care beyond advice.

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Prosperion Financial Advisors in Denver, CO
Serving Clients for More Than 30 Years

Five Unique Teams, One Uncommon Philosophy

Since 1996, our financial advisors have offered fee-based, holistic financial advice designed to help our clients protect, invest, and grow their wealth. At Prosperion our advisors are free to serve their clients however they feel is best. That means our financial advice is untainted by a need to push products or generic recommendations.

Instead our advisors make every effort to understand their clients and build relationships based on trust, leadership, transparency, and respect. You have many choices for financial advisors in Denver, but we challenge you to find a group as dedicated to your success and financial well-being. We may not be your first advisor, but our goal is to be your last.

At Prosperion, we Care beyond advice™.

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Building an Income That Gives You a Raise Every Year

One of the great ironies of personal finance is that most people spend their working lives pursuing raises, promotions and bonuses, yet devote far less thought to creating an income stream that can continue growing after they retire.
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welcoming home in the mountains

The Assets That Pay You — and the Ones You Pay For

I believe in the value of home ownership and regularly encourage it. But beyond a primary home, the financial picture muddies. Put simply: Some assets help fund your life. Others require that your life funds them.
Read more
the white house

Trump Accounts: A New Savings Vehicle for Children & Young Adults

You may have seen recent headlines about the launch of the new 530A or “Trump Accounts,” a new type of investment account for children, available as of July 4, 2026. What Are Trump Accounts? A Trump Account is a new tax-advantaged investment…
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