Your Partner in Achieving Financial Freedom

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Our Story

Founded with the vision of bridging the gap between complex financial needs and personalized service, Independence Money has grown into a trusted partner for many. Our roots are firmly planted in Fort Collins, Colorado, where we proudly serve clients both locally and nationwide. We understand the challenges you face and are dedicated to helping you navigate your financial journey with confidence and clarity.

Our Values

  • Client-Centered Approach: Your goals and needs are at the heart of everything we do. We listen, understand, and create strategies tailored to your unique situation.

  • Transparency and Honesty: We believe in clear, honest communication without hidden agendas. As a fee-based fiduciary firm, our loyalty lies solely with you.

  • Expertise and Experience: With decades of combined experience in financial planning and tax strategy, our team is equipped to provide insightful, effective solutions to your financial challenges.

We Deliver Quality

Chief Financial Advisor

Certified Tax Specialist™

Certified Estate & Trust Specialist™

Fiduciary Investment Advisor

Nathan Wilson

Nathan brings over 30 years of entrepreneurial experience and 25 years in investment advisory services. His passion for protecting small business owners and retirees from excessive tax burdens is at the core of his work. Nathan's expertise in tax strategies and estate planning ensures that your assets are safeguarded for the future.

Administrative Assistant

Erika Helmberger

Erika works intensively with all of our clients to open and service accounts, schedule meetings, process requests for fund transfers and exchanges, and customer service requests. She would be more than happy to schedule a complimentary call with anyone wishing to learn more about our services.

You can reach her at service@independence-money.com, or calling our office at (970) 233-2219.

Marketing Coordinator

Landree Wilson

Landree Wilson is the Marketing Coordinator at Independence Money. As Nathan Wilson's daughter, she brings a unique blend of familial dedication and professional expertise to the team. Landree specializes in graphic design and content strategies, creating compelling visuals and messages that effectively communicate the brand's value. In addition to her creative role, she provides top-notch customer support, ensuring clients have the best experience possible. Her commitment to excellence and passion for helping others shine through in every aspect of her work.

You can reach her at info@independence-money.com or calling our office at (970) 233-2219.

Have any Questions?

We are here for you

Feel free to reach out, we are happy to answer any questions you may have.

(970) 233-2219
nathan@independencemoney.com

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