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Bo Pihl

Advisor at Orographic Financial Advisors

Updated today
Orographic Financial Advisors logo

Firm

Orographic Financial Advisors

Location

Avon, CO

Credentials

CFP®, CFA®, Series 66

Industry experience

23 years

Fee options

Fixed

Up to $4,000 per plan for standalone financial planning

Project-based

Up to $375 per hour for standalone financial planning

Other

Account minimum: $2,500 minimum annual advisory fee Minimum fee: $2,500 minimum annual advisory fee

Work history

Orographic Financial Advisors, LLC

2022 - Present (4 years)

Neidiger, Tucker, Bruner, Inc

2002 - 2022 (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Bret H

Series 66

Avon, CO

Edward Jones

Wealth management ESG / Sustainable investing Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner

Michael S

Series 63, Series 65

Avon, CO

Merrill

Michael Starratt is a Private Wealth Advisor at Merrill Private Wealth Management with over 35 years of experience in the investment industry, all with Merrill. He specializes in advising clients with complex investment needs, including business owners, their families, retirement plans, and non-profits. Michael focuses on guiding diverse groups toward common financial goals and is committed to transparency and straightforward investment approaches. Michael holds a Bachelor's degree from the University of California, Berkeley, and maintains the Certified Investment Management Analyst® (CIMA®) designation. Throughout his career, he has been recognized for his expertise, including being named to Barron's Top Institutional Consultants list from 2015 through 2019. As of January 2026, he and his team advise on assets totaling over $3 billion. Outside of his professional work, Michael volunteers with Ready To Succeed. He enjoys a variety of sports such as beach volleyball, paddleboarding, skiing, golf, swimming, and tennis. He lives with his wife, Betsy, and their three daughters.

Wealth management Active portfolio management Business succession planning Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Craig L

Series 66

Avon, CO

Lathram Financial Group, LLC

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Thomas L

Series 65

Avon, CO

Asset Strategies Group, LLC

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Lesley S

CFP®, Series 63, Series 65

Avon, CO

Orographic Financial Advisors

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Jose M

Series 63, Series 66

Vail, CO

GBM Wealth Management, Inc.

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