Profile

Judy McNary, CFP®, MBA, MS

Partner,
Confluence Financial Advisors

Contact Details

Confluence Financial Advisors
3800 Arapahoe Ave
Suite 210
Boulder, CO 80303
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Primary: 303.449.5552

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Bio

Confluence Financial Advisors provides fee-only comprehensive financial planning and wealth management to families, professionals, and entrepreneurs seeking financial independence. Clients are families facing the dual challenges of college and retirement funding. They are professionals who want solid retirement plans that don’t require compromising current lifestyles, and they are entrepreneurs passionate about creating successful companies from their dreams. CFA is headquartered in Boulder, Colorado and serves clients across the United States.

To provide the highest-quality personal service, CFA focuses on establishing long term relationships with clients. Client consideration is based not on net worth but by the desire for financial growth. Prospective clients embrace the concept that money alone is not enough; it must be partnered with one’s goals and values to create a rich, fulfilling life. CFA partners Dave Gardner and Judy McNary guide their clients through a planning process that integrates investments, taxes, budgets, insurance, estate planning and real estate to construct a plan tailored to meet their goals. Fee-only eliminates conflicts of interests that exist with stockbrokers or advisors who work on a commission basis.

Gardner has been profiled in the Wall Street Journal and quoted by Business Week and other publications. Since 2008 he has published over 150 columns as the personal financial columnist for the Boulder Daily Camera. Gardner is a member of NAPFA, ACP, and Rotary International.

McNary came to financial planning following a successful career in high-technology. She co-founded 2 software companies and was awarded top honors by Entrepreneur Magazine. She understands as few others can the resilience and perseverance entrepreneurs need to succeed. McNary has been profiled in the Wall Street Journal and was chosen as a Financial Coach for MSN Money's series The Invested Life. She is a member of NAPFA, ACP, FPA, and MENSA.

Professional Credentials/Designations

  • CFP®
  • MBA
  • MS

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes