Investment Advisory Services in Colorado Spring, CO

Investing Doesn’t Have to Feel Like a Gamble

Trying to grow your money shouldn’t feel like decoding the stock market with a crystal ball. Whether you’re preparing to leave the workforce in Broadmoor, looking to buy your second rental property in Stetson Hills, or simply wondering what to do with that growing cash cushion—Straight Talk CPAs delivers investment advisory services grounded in strategy, clarity, and results.

We know Colorado Springs—its military presence, real estate trends, and emerging tech scene. But we also connect those local opportunities to national and global investment outlooks. Whether you're evaluating RSUs, buying into commercial real estate, or starting to build long-term wealth, we align your investment plan with the bigger picture.

Local Knowledge, Global Perspective

We don’t push products, chase fads, or sugarcoat the truth. Our Colorado Springs clients count on us for direct, transparent advice that helps them:

  • Build a portfolio around real-life goals
  • Stay invested with confidence (even when the markets get noisy)
  • Optimize investments with taxes in mind
  • Avoid unnecessary risk by diversifying intentionally
  • Understand what’s happening in their accounts—and why

We tailor everything to your income, risk tolerance, and vision for the future. You walk away with a strategy you understand—and support to stay the course.

No Commissions. No Hype. Just Clarity.

Case Study: From Confused to Confident

Jason, a 35-year-old software engineer near Northgate, had $46,000 in a company 401(k), $14,000 in a Robinhood account, and zero strategy. He wanted to invest “smarter” but didn’t know what that meant.


Here’s what Straight Talk CPAs did:

  • Reviewed his current holdings and risk profile
  • Rebalanced his portfolio to reduce volatility
  • Rolled over an old 401(k) into a low-cost IRA
  • Set up automated investments of $600/month
  • Built a retirement income simulation that helped him visualize long-term growth

Twelve months later, Jason’s account was up 14%, and he’d contributed $7,200 without having to think about it.

“I used to think investing was for finance bros. Now it feels like part of my life plan.”

Why Work with a CPA for Investment Advisory?

There’s no shortage of flashy investment platforms and TikTok finance tips—but real strategy goes deeper. Working with a CPA means:

  • Every investment move is made with tax strategy baked in
  • Your portfolio fits your income, lifestyle, and future cash needs
  • You’re not being sold products—just given options
  • You can ask any question, anytime—and get real answers

FAQs

  • Do I need a lot of money to get started?

    No. Many of our clients start investing with as little as $5,000. It’s about consistency, not size.

  • Can you help with both personal and business investments?

    Absolutely. We specialize in advising self-employed professionals and business owners who juggle both sides of the financial equation.

  • Do you manage my investments directly?

    We offer strategic guidance and work with vetted third-party investment managers when direct management is needed.

  • Is tax planning part of this?

    Yes—and it’s a major difference between working with a CPA and a typical financial advisor. Every investment plan is evaluated for tax impact.