About Us

2012Founded in
Denver, CO

Our Story

Built to be the advisor we wished we had

Finance Best Path began in 2012 when two Denver lenders noticed the same pattern again and again: clients were taking out loans without a plan to invest, buying homes without reviewing insurance and paying taxes they could have avoided. Each decision was handled by a different company that never talked to the others.

So they built one firm where loan officers, financial planners, tax advisors and insurance agents share the same goal: your long-term success. What started as a small office on Lincoln Street now serves more than 15,000 clients across the country.

Our size has changed, but our promise has not. Every client gets honest advice, clear numbers and a dedicated advisor who picks up the phone.

Our Mission

To help every client borrow wisely, invest with purpose and protect what matters most, through transparent advice that connects every part of their financial life.

Our Vision

A future where every family and small business owner in America has a clear, confident path to financial freedom, no matter where they are starting from.

Our Values

The principles behind every decision

These values guide how we hire, how we advise and how we measure our own success.

Honesty Always

We tell you what we would tell our own family, even when the best advice is to wait.

Clarity Over Jargon

Every plan, rate and fee is explained in plain English, in writing.

Client Before Commission

Our recommendations are driven by your goals, never by sales targets.

Lifelong Learning

Our team holds CFP, CPA, NMLS and state insurance credentials and keeps them current.

Community Roots

We host free money workshops and support local nonprofits across Colorado.

Privacy and Security

Your information is encrypted, protected and never sold to anyone.

Why Choose Us

A partner for every stage of life

From your first credit line to passing wealth to the next generation, we stay with you and adjust your plan as your life changes.

Independent advice with access to dozens of lenders and insurance carriers
Licensed CFP, CPA and NMLS professionals on one team
Upfront, written pricing on every loan, plan and policy
Evening and Saturday appointments, in person or by video

See Our Services

Testimonials

What Our Clients Say

Real stories from people who found a better financial path with us.

“I had three credit cards eating up my paycheck. Finance Best Path rolled everything into one credit loan with a lower rate, and I paid off the whole balance eleven months ahead of schedule.”

Jessica Morales

“As first-time buyers we were nervous about every step. Our loan officer explained the FHA option, kept us updated weekly and we closed on our townhouse exactly on time.”

Brandon Mitchell

“Their tax team found deductions my old preparer had missed for years. Even better, they set up quarterly estimates so April no longer feels like a crisis.”

Ashley Turner

“I finally have a retirement plan I understand. My advisor walked me through every fund, rebalanced after a rough quarter and never pushed products I did not need.”

Tyler Brooks

“When we had our second baby, they reviewed our life and health coverage in one afternoon. We ended up with better protection for less than we were paying before.”

Megan Sullivan

“The personal loan for my kitchen remodel was approved in two days and the funds arrived that same week. Clear terms, friendly people and zero hidden fees.”