Elizabeth Cady, CFA, CFP®

Senior Vice President, Advisor, Partner

Littleton, Colorado

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Liz delivers integrated, objective wealth management for individuals and families. She aligns investment strategy with tax awareness, cash-flow needs, and long-term financial goals.
She has more than 25 years of experience in financial services, including portfolio management and private banking leadership at national firms. Barron’s recognized her as a Colorado Top Financial Advisor in 2009. She earned a B.A. in English from Middlebury College and completed advanced trust studies at Northwestern University.
Her approach is research-driven and client-centered. She emphasizes risk management, thoughtful allocation, and clear communication, believing consistency compounds over time.
She enjoys time with her family, especially her daughter, Alexandra. Weekends often include Colorado’s trails and community activities.