Why We're Different

Why We’re Different

There is no shortage of financial advisors here in the greater Denver, Colorado area. Despite this fact, very few have the firsthand experience and professionalism of mother-daughter team Margaret S. English, JD, CFP, and Katherine E. Thomas, LPL Registered Administrative Associate. As a fully independent LPL Financial office, we are able to offer objective financial advice that people like you count on, and deserve.

EXPERIENCED

Margaret S. English, JD, CFP, has been serving in the financial industry for over 36 years. Throughout that time, we have transformed into a team that offers services, support, and guidance that addresses all expectations. We strive to uphold the highest industry designations, licenses, and education, so that we may better serve our clients.

PERSONABLE

The financial world is full of advisors who are cold and calculated. Our LPL Financial office is different. We are approachable, kind, and compassionate. Every person who walks through our doors is treated with the level of respect and care they deserve. We understand how difficult it can be to discuss personal finances with a stranger. We seek to establish long-term relationships with our clients, so they feel comfortable and confident in us, and in their financial security.

CUSTOMIZED

You won’t find cookie-cutter plans or rehearsed advice here. Instead, we take the time to get to know you, and create strategies that are customized to your unique needs. What works for one person, is unlikely to work for the next. We understand this, and go out of our way to ensure that the strategies we design, are aimed at helping our clients reach their short- and long-term goals.  

What do you need to feel confident in your financial advisor? What qualities do you look for, and aren't willing to compromise on? We realize the profound impact our services have on the individuals and families who choose to partner with us - and we don’t take that lightly.