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Shape-Intelligance

Your Trusted

Fee-Only Financial Advisor in Fort Collins

Steps to Working with

Intelligent Investing & Starting your
Retirement Planning

The path to sleeping better at night, knowing you will reach all of your life goals and not stressing is easy.
step

1

Schedule Your Free Consultation
Book a free consultation with our expert CPA/CFP® to discuss your unique financial goals and review your current investment strategy.
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step

2

Develop a Customized Financial Plan
We’ll work with you to create a personalized financial and retirement plan to ensure you have a clear road map to achieving all of your life goals.
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step

3

Supercharge Your Investment Portfolio
We will create a comprehensive portfolio strategy that ties into the financial plan developed in Step 2. It will be 100% unique to you while we maximize returns, minimize risk and reduce your overall tax burden.
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step

4

Enjoy Peace of Mind
With our ongoing support and expert guidance, you can sleep better knowing your investments are in capable hands and aligned with your financial future.
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Schedule a Consultation
Brian_Joyce

Meet Our CERTIFED FINANCIAL PLANNER®

Brian Joyce CPA/CFP® is a licensed financial advisor and Certified Public Accountant in Fort Collins, CO.
He has been helping people redefine their idea of retirement since 2004. He believes that retirement is not a specific time in a person’s life – it is a state of mind.

Working with Intelligent Investing and Brian will help you start living your retirement every day.
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What Our Clients Say

  • "I began working with Intelligent Investment in 2011, and have total confidence in the safety and decisions that are well thought out for my portfolio. I have always experienced exceptional communication and quick responses to any questions. Not only have I ridden out volatility in the market far superior to my counterparts but I have experienced solid steady growth. I could not be more satisfied."
    Joan M.
    client since 2019
  • “Transferring our portfolio to Intelligent Investing has been a clear win. Insightful strategy, incredible service and timely communication has given us peace of mind and excellent results.”
    Paul and Sue C.
    Clients since 2020
  • "I am grateful to have Intelligent Investing by my side. They have been leaders in helping me realize my financial goals. There is collaboration in defining and attaining those goals and I appreciate this personalized approach. I couldn't be happier."
    Sonia T.
    client since 2020
  • “Working with Intelligent Investing as a trusted financial advisor has given me peace of mind and allows me to turn my mind to other things that need my focus and attention because I know I am in good hands.”
    Marie L.
    client since 2022
  • "Working with Brian Joyce at Intelligent Investing has been the best financial decision I ever made. His commitment to understanding and supporting his clients and his passion for his work have given me peace of mind and allowed me to comfortably retire knowing someone is always looking out for my best interests."
    Emily B.
    client since 2005
Client testimonials featured by Intelligent Investing are from current clients who have not been compensated for their feedback. These clients have no material conflicts of interest in providing their testimonials.

Contact us

Intelligent Investing 

1635 Foxtrail Dr, Loveland, CO 80538
155 Boardwalk Dr, Fort Collins, CO 80525
(970) 776-4346info@intelligentinvestingllc.com