1837 Pine St, Boulder, CO 80302, USA +1 303-907-7249 contact@moneyprofitgrowth.com
Our Story

Empowering Financial Dreams Since 2009

Money Profit Growth was founded in Boulder, Colorado with a simple belief: everyone deserves clear, honest, and personalized financial guidance.

What started as a small advisory team has grown into a nationwide financial services firm trusted by over 25,000 clients. We combine Wall Street expertise with Main Street values — no complicated jargon, no hidden fees, just strategies that work for real people.

Our founder, inspired by helping local families navigate the 2008 financial crisis, built this firm on transparency, education, and long-term relationships rather than quick transactions.

15+
Years Serving
25K+
Happy Clients
98%
Satisfaction

500+ Experts
Certified Advisors Nationwide
$2.8B+
Assets Under Management

Our Mission

To make expert financial planning accessible, understandable, and actionable for every individual and business, turning financial stress into financial success.

Our Vision

To be America's most trusted financial partner — known for integrity, innovation, and life-changing results that empower generations to build lasting wealth.

Our Values

Integrity, Transparency, Client-First Mindset, Excellence, and Continuous Learning guide every recommendation we make.

Leadership

Meet the Minds Behind Your Success

Seasoned professionals dedicated to your financial well-being.

James Anderson
CEO & Founder

CFP® with 20+ years guiding families through every market cycle.

Emily Roberts
Head of Wealth Management

Former Goldman Sachs strategist passionate about democratizing investing.

Michael Chen
Chief Financial Analyst

CPA & CFA helping clients optimize taxes and maximize returns.

Ready to Transform Your Financial Future?

Schedule your free, no-obligation consultation today and discover what’s possible when you have the right partner.