About Us
Our mission is to help our clients achieve their personal financial goals through quality investments and personalized advice based upon ethics, integrity and trust.
Our History
We are a Denver based independent Registered Investment Advisory (RIA) firm and have been in business for two generations. Boyd Lennberg, CFP® started Advanced Investments in 1992 and mentored his son Calvin Lennberg, CFP®. We started out in business working mostly with teachers and hospital workers. We now work with a wide range of individuals and small businesses. We do not have an investment minimum because we believe everybody deserves access to high quality financial advice. We are CERTIFIED FINANCIAL PLANNER™ Practitioners which is the gold standard in the financial planning industry. What that means to you is we are professional advisors and are educated well beyond investments and can help you in many areas of your financial life.
Our Approach
Our approach is you and your goals. We want to get to know what is most important to you in your life, what are your concerns, fears or frustrations with your current situation. We will build you a personalized financial plan that is a tool for you to use throughout varying stages of your life to ensure your on track to live how you set out to. We believe in long-term professional relationships and we want to be there for you whenever you need in all the different stages of your financial life. We are an independent financial planning firm which means we offer you only the best quality investments and nobody is pressuring us to push advice that may or may not be in your best interest.
The Advanced Investments Difference
When Boyd started Advanced Investments in 1992 it was common to sell clients "loaded funds" which payed advisors a large upfront commission that came out of the client's investment. This didn't sit well with Boyd, in fact he often thought to himself, "why would I sell my clients loaded funds when I wouldn't buy them myself." Boyd decided to build this firm around what was truly best for his clients, not himself like most other firms at the time. Advanced Investments has always been about the Fiduciary standard, which was finally passed as law in 2016 a solid 24 years after Boyd had his first vision of what he wanted his firm to be. That is why Boyd named the firm Advanced Investments, it truly was an advanced way of investing.