FoCo investment planning company acquires another firm

FORT COLLINS — Financial Planning of Fort Collins has acquired the fee-only financial planning firm Well Rounded Success, also based in Fort Collins. As part of the deal, Dan Andrews will join Financial Planning as vice president.

“Dan’s knowledge and experience, paired with his background in offering exceptional client service, make him a perfect fit for Financial Planning Fort Collins,” Jason Speciner, founder of Financial Planning, said in a written statement. “When thinking about some of the best financial planners near me, Dan’s name comes to mind, so it is with great humility that I welcome Dan to the team.”

“It’s exciting to join an established team where we can leverage our unique strengths,” Andrews said. “It’s going to be fun enhancing the client experience with our different experiences, skills, and financial planning backgrounds.”

SPONSORED CONTENT

Federal District Court Rules Corporate Transparency Act Unconstitutional . . . But Most Small Businesses Must Still Comply

Lyons Gaddis Real Estate and Business Attorney Cameron Grant shares important details of the Corporate Transparency Act (CTA).

Andrews and the Financial Planning team will continue to serve the current client base as well as expand offerings to new clients. 

Ken Amundson

Ken Amundson is managing editor of BizWest. He has lived in Loveland and reported on issues in the region since 1987. Prior to Colorado, he reported and edited for news organizations in Minnesota and Iowa. He's a parent of two and grandparent of four, all of whom make their homes on the Front Range. A news junkie at heart, he also enjoys competitive sports, especially the Rapids.