Private Wealth Advisor, Chief Executive Officer of Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
My wife, Tamia, is a full time mom and is my hero!
We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen.
We have 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix.
We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter.
We love to travel and explore new places when we have the chance.
You are not just another face in the crowd.
You are unique, and so are your financial goals. Thats why I take the time to understand whats
truly important to you.
I can help you prepare for whatever life brings - both the expected and the unexpected - with
personalized advice tailored to you.
I deliver personalized financial advice to help you achieve your goals, today and tomorrow,
through our Confident Retirement® approach. Working together, I can help you feel more confident,
connected, and in control of your financial life.
Matthew Monks, Managing Partner
CFP®, CRPC®, APMA®
Your financial goals are unique, and I can help you
achieve them.
I take the time to understand what's truly important to
you whether it's saving for college, retiring the way
you want, making smart investments or anything else.
The personalized financial advice I offer can help you
prepare for the expected and unexpected things in life.
As a result, you can feel more confident and secure about
your financial future.
With the right financial advice, life can be brilliant.
General Information |
| Firm Start Year: | 1999 | |
| No. of Employees: | 20-49 | |
| Insurance License#: | 0M11821 |
| Name of Broker/Dealer: | Ameriprise Financial Services, Inc. |
| States Licensed in: | CO, NM, AZ, NY, OK, DE, TX, GA, NE, DC, NC, ND, OR, NJ, OH, SC, IA, KY, WI, CA, MN, WY, MD, MI, SD, KS, IL, VA, AL, ME, NV, LA, AR, TN, AK, HI, WA, MT, MO, ID, IN, PA, CT, FL, MA, UT, NH |
| Number of Years with Current Firm: | 20 |
| Work with the following types of clients: | Individual Investors, Families, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management |
Services |
| Investment Types: | Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Video Conference, Our Office, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Accident, Long Term Care, Variable Annuity, Variable Life, Health, Life |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Education |
| Bachelor of Arts, Finance | New Mexico State University
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Financial Services |
| Financial Planning for Individuals
Comprehensive Financial Planning, Wealth Management, Estate Planning Strategies, Retirement Income Strategies, Saving for Education, Insurance, Retirement Planning Strategies, Retirement Plan Distribution, Tax Planning Strategies and Investments |
| Tax Advice and Services
We have a CPA on our team with a Masters in Taxation who assists with tax planning strategies. Tax preparation and consulting is also available through our Principled Tax Services department. |
FAQs |
Do you have a customer satisfaction or refund policy?Yes, we refund financial planning fees in full if clients are not satisfied with our process. |
Why should I choose you as my financial advisor?CFP, CRPC, AMPA. Finance Degree. |
What are your qualifications? What is your education background?At Ethos Financial Partners, we are devoted to helping people live more confident and fulfilled lives by protecting what matters most. To accomplish this, our team of professionals works together to develop a customized roadmap tailored to each clients values, financial objectives, and life goals |
How do you charge for your services?Financial planning fees and a percentage of assets under management |
How are you compensated? How will I pay for your services?Financial planning fees and a percentage of assets under management |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Ameriprise Financial cannot guarantee future financial results. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. All rights reserved. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 2:00 PM |
| Arvada | Aurora |
| Boulder | Brighton |
| Broomfield | Commerce City |
| Dacono | Denver |
| Eldorado Springs | Englewood |
| Erie | Firestone |
| Fort Lupton | Frederick |
| Golden | Henderson |
| Hudson | Indian Hills |
| Kittredge | Lafayette |
| Littleton | Lone Tree |
| Longmont | Louisville |
| Morrison | Watkins |
| Westminster | |
Five Star Wealth Manager
(2012- 2020)
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionals consumer complaint process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. Oneyear client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professionals consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.
| Check | Visa |
| MasterCard | American Express |
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