Business Strategy Institute Faculty of Denver
SCOTT GRAVES
FINANCIAL ADVISOR - INSURANCE-FINANCIAL SERVICES
I am co-founder of Alignment Financial advisors, an independent, small business financial services and retirement planning firm located in Denver. I am a licensed investment advisor with Portside Wealth Group, an SEC investment advisory firm.
I earned a Bachelor of Music degree and Master of Arts in Education from the University of Denver, and I taught music for many years in rural and suburban schools.
I became a financial advisor in 2011, and my approach to financial advising is all about education, in line with my background as a teacher. I was vice president, then owner and president of Rocky Mountain Financial Designs until 2021, when I co-founded Alignment Financial with friend and colleague, Ken Riewerts.
Money is best thought of as not a goal, but a tool to be used to live one’s values. I’ve built relationships with hundreds of clients across 12 states, providing guidance with their financial goals and retirement plans using the tools in my financial toolbelt. I develop creative and powerful tools to help my clients live their values now and in the future.
In addition to working with my clients, actively serving in the community remains an important part of my life. As a company, we spend a day volunteering once a quarter at food pantries, the Salvation Army, and the Ronald McDonald House. In the past I have also volunteered in the local middle and high school bands, with the Boy Scouts of America as a former Cubmaster and Scoutmaster, as well as various faith-based services through my church.
I maintain my love of music and family, and I love traveling, boating and camping with my family.
Office: 720-504-4091
Direct: 720-474-1495
scott@alignmentfa.com
www.alignmentfinancialadvisors.com
CPA
ATTORNEY
Property Casualty - risk manager
business coach
M&A