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Julie McDaniel, CFP® Photo Julie McDaniel, CFP® Hover Photo
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Julie McDaniel, CFP®

Partner, Financial Planner
Julie has been a tireless advocate for clients since she entered the industry with a degree in Personal Financial Planning from Kansas State University in 2006. She will continue to break glass ceilings and knock down doors for the rest of her career as a CERTIFIED FINANCIAL PLANNER™. She dives deep into her client’s financial picture to ensure every piece of the puzzle fits together correctly. Julie learns just as much from her clients as they learn from her.

Julie is the “S” in the ESG (Environmental, Social, & Governance) investing principles. She is a strong advocate for human rights, community involvement, ethical and fair treatment of employees in corporations, and the L.G.B.T.Q.I.A.+ community. She has given back to the Denver community by volunteering with several non-profits over the last couple of decades. This includes Project Angel Heart, Sunrise Senior Living, Denver Kids, Upstream Impact, and mentoring students at Kansas State University and Colorado State University. In 2018, Julie was a recipient of The Philanthropic Leadership Award from The Denver Foundation. She is currently a member of the Fee-Only Network and the University of Colorado President's Gift Planning Advisory Council.

Away from the office, Julie and her husband stay active by hiking, skiing, golfing, traveling, and enjoying time with their sweet daughter. She is an active member of four book clubs and enjoys a lean-in network of friends and family.

What It Means to Be a Fiduciary

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As fee-only fiduciaries, we...

Are not compensated by commissions or product sales.
Are only compensated by our clients.
Have no hidden 12b-1 fees.
Have transparent and upfront pricing.
Give advice in your best interest, not ours.