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The Expedition Portfolio provides an investment vehicle for Coloradans to support the businesses, people, and community in which they live. The goal is to create a unique and meaningful way for investors to support their home state. Click here to learn more. 



Financial planning. Optimized.

We optimize your financial life, so you can thrive. 

Personalization

Tailored financial plan and investment portfolios designed to meet your unique needs. 

Best Interest Duty

We provide objective recommendations in a product-agnostic environment. 

Optimization

Alpha (value) generation to help maximize your benefit from our relationship.

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We implement tailor-made financial plans from a CFP® professional.

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We provide investment management services from a CFA charter holder.

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We deliver this to you in our gold standard service model.

Our Resources

We do all of this for around 1% management cost per year.

Client Centered

We are all about financial freedom. 

Johlfs Financial Group is a team of fiduciary advisors working to optimize your financial life. We are accountable to you and work collaboratively in an authentic environment. We work on your behalf to curate and implement a plan for your financial freedom – however it may look for you. 

Our approach is simple. 

We lead with strategies, not products. In fact, we make objective recommendations that we believe are in your best interest.

ABOUT US

         MEET CRAIG JOHLFS, CFP®, MBA

     

"I became a financial advisor because I believe in the power of  planning, positive habits, and self-progress….this is the path to financial freedom which is one of the greatest of liberators”.

                   

                         

     

For methodology, please visit https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020 and https://www.forbes.com/sites/rjshook/2021/02/11/forbes-best-in-state-wealth-advisors-methodology-2021/?sh=519d72a86d22