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Blurry Forest

Brandon Ridenour, CFP, CRPC. 

Investment Advisor Representative.

I provide support and education in Financial Planning and Investment Management, helping you make confident, informed decisions about your future. Whether online or in person, I’m here to guide you with clarity and care.

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Peace Of Mind Partner; Services In-Person, Virtual

(719) 357-7189

283 Washington St, Monument, CO 80132

My Services. 

At Financial Futures Services we employ a full suite of tools to completely round out your financial plan, including education, retirement, estate, and legacy planning.*

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When customizing your financial plan:

  • We dig deep to not only identify what you want for your future, but to also understand how your circumstances are distinctive. This tells us how you will be best inclined to meet your plan:

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  • We revisit and revise long-term planning annually, ensuring your financial future is in step with your goals.

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  • We manage Mutual Funds and Exchange Traded Funds in a macro portfolio strategy.

    • Advisory services are offered at a reasonable cost, ranging between 0.65% and 1.5%. Services include quarterly reviews, monthly analysis, and weekly insights.

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When tailoring your investment portfolio:

  • We select quality investment vehicles from a variety of providers ensuring optimum fund management across asset classes.

  • We apply a forward-looking philosophy for the ever-changing macro-economic environment.

  • We consider your risk tolerance and collaborate with you to understand how you plan on utilizing your assets over time.

 

When building a portfolio, it is essential that we have a strong understanding of your risk tolerance, as well as how you plan on utilizing your assets over time. This allows us to customize your portfolio to your specific circumstances and needs. By providing a full financial analysis of your assets today and in the future, we are able to give advice on a wide variety financial topics as well as build a unique portfolio for your specific situation and desired outcomes.

 

When managing your investment assets: We conduct monthly analysis of your portfolio and communicate any recommended changes to your overall allocation. We meet with you quarterly, where we welcome collaboration and open discussion allowing us to stay apprised of any major life, economic, and planning changes.

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*Financial Action, Inc. does not provide legal or tax advice, we provide guidance and recommend professionals to complete these aspects of your financial plan.

My Story. 
I hold a bachelor’s degree in business administration from the University of Colorado at Colorado Springs. I have been in the financial services industry since November 2013 and have been advising and building financial plans for clients since 2022. My professional focus is to help clients align their finances with the things that are most important in their lives. My wife, Laura, and I have three children, and we love youth sports and spending time together in the Colorado outdoors.

Founders Note

"At Holistique, we believe what matters most is helping people create lives that feel whole and fulfilling. Our clients share a common thread — a desire for something more. They don’t dismiss their feelings or deny the challenges that come their way; instead, they’re ready to face them with courage and clarity. We exist to turn that readiness into real progress. By guiding intention into action, we help bridge the gaps, bring focus to what matters, and support the journey toward living not just the life imagined, but the life truly deserved." 
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DISCLAIMER: Holistique, LLC does not own or direct services listed. Services are offered and delivered by independent, professional, contracted service providers and third-party partners. The independent, professional, contracted service providers and third-party partners are independently licensed, certified, insured in accordance with laws and regulations set forth by the state of Colorado, the Colorado State Board or DORA, as well as their state of residency equivalents (if the provider is not residing in Colorado) as applicable according to the service type being provided.

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Holistique is a proudly Veteran & Woman Owned Wellness Studio.

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