Our Story

Our firm started business in Colorado Springs in 1996 with an idea that was new at the time – that financial planning and investment management should start with a client’s best-interests and goals. We embraced the spirit of the word fiduciary as an organization designed to put clients’ interests ahead of our own. We set out to put service, independence, personalization and transparency at the forefront of our culture.

We took our name from Cascade Avenue in Colorado Springs. Cascade is at the center of our hometown and was of the first big streets laid out when General Palmer founded and mapped the town in 1871. We are motivated and inspired by our community at the foot of the Rocky Mountains and Pikes Peak.

We are managed by advisors who work with clients every day. We built a firm to be able to respond quickly to the need of our clients, not one operated by corporate bureaucrats in distant cities. Decisions made to support our team and clients are made here, by people active in providing professional services to wide-variety of people and organizations.

At Cascade, we do not have our own financial products, sales contests or competitions.