BSW Wealth Partners

Benjamin Weaver is a CFP® and holds a Series 65 license with 21 years of industry experience. He has worked at BSW Wealth Partners since 2010 and previously at R3 Returns, LLC from 2015 to 2023. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation. The firm serves individuals and families—including high-net-worth and multi-generational households—business owners, corporate executives, and plan sponsors, offering comprehensive financial planning, portfolio management, and executive financial advising. Its investment approach features a top-down tactical asset allocation framework with bespoke impact investing mandates and formalized impact reporting.

Eric Davis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at BSW Wealth Partners in Boulder, CO. He has been with BSW Wealth Partners since 2015. Outside of his advisory role, Mr. Davis serves on the Board of Advisors for The Synergy Company, a natural supplements and nutraceuticals firm. BSW Wealth Partners is an independent, fee-only advisory firm organized as a Public Benefit Corporation that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a tactical asset allocation strategy combined with custom portfolio optimization and offers specialized impact investing solutions alongside traditional financial planning and portfolio management.

Timothy Wojtalik is a CFP® professional at BSW Wealth Partners with 19 years of industry experience. He has been with BSW Wealth Partners since 2016 and previously worked at R3 Returns, LLC. Based in Boulder, CO, he is part of a multi-advisor team at the firm. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation. The firm serves individuals, families, business owners, corporate executives, and plan sponsors with comprehensive financial planning, portfolio management, and consulting services, applying a tactical asset allocation process and offering bespoke impact investing mandates.

Molly Devnani is a financial advisor at BSW Wealth Partners with two years of industry experience. She holds a Series 65 designation and has been with BSW Wealth Partners, a Public Benefit Corporation based in Boulder, CO, since 2015. BSW Wealth Partners is an independent, woman-founded, fee-only advisory firm serving individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies aligned with its public benefit charter.

Tami Carroll is a CFP® with 13 years of industry experience, currently serving as a financial advisor at BSW Wealth Partners. She has previously worked at Aveo Capital Partners and CoBiz Wealth. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation that serves individuals and families, business owners, corporate executives, and plan sponsors. The firm uses a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies.

Aaron Deitz is a financial advisor at BSW Wealth Partners with seven years of industry experience. He holds a Series 65 designation and has worked at BSW Wealth Partners since 2018. His prior roles include positions at Focused Energy, Sonotize, and RMB Capital Management. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation. The firm serves individuals, families, business owners, corporate executives, and plan sponsors, employing a top-down tactical asset allocation approach and offering comprehensive financial planning, portfolio management, and impact investing strategies.

Olivia Otoole is a financial advisor at BSW Wealth Partners with four years of industry experience. She holds a Series 65 designation and has worked at BSW Wealth Partners since 2018. Prior to her advisory role, she held positions at the Budget Office for the City of Denver and the University of Colorado. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation. The firm serves individuals, families, business owners, corporate executives, and plan sponsors using a tactical asset allocation approach and offers comprehensive financial planning, portfolio management, and impact investing strategies.

Kathrin Biscornet is a CFP® and Series 65 credentialed advisor at BSW Wealth Partners with eight years of industry experience. She has worked at BSW Wealth Partners since 2018 and spent one year at Diversified Asset Management, Inc. prior to that. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a top-down tactical asset allocation process and offers comprehensive financial planning, portfolio management, and specialized executive advising, with a focus on impact investing and tailored strategies for concentrated equity positions.

Dmitry Popov is a Series 65–licensed financial advisor with three years of industry experience. He has worked at BSW Wealth Partners, Inc., a Public Benefit Corporation, since 2021 and previously spent seven years at Summit Portfolio Management. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a top-down tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies within a multi-advisor team managing approximately $2 billion in assets.

Raliegh Riddoch is a CFP® with 21 years of industry experience, currently serving at BSW Wealth Partners in Boulder, CO. He has worked at BSW Wealth Partners since 2014 and previously at R3 Returns, LLC from 2015 to 2023. BSW Wealth Partners is an independent, woman-founded, fee-only advisory firm organized as a Public Benefit Corporation. The firm serves individuals, families, business owners, executives, and plan sponsors, offering comprehensive financial planning and portfolio management with a focus on tactical asset allocation and impact investing.

Lily Beitel Horton is a CFP® with 11 years of industry experience, currently serving as a financial advisor at BSW Wealth Partners since 2020. She previously worked at UBS and spent a year with the Government of Spain. BSW Wealth Partners is an independent, woman-founded, fee-only advisory firm organized as a Public Benefit Corporation that serves individuals, families, business owners, executives, and plan sponsors. The firm employs a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies.

Matthew Samek is a financial advisor at BSW Wealth Partners in Boulder, CO, holding a Series 65 designation with 13 years of industry experience. He has worked at BSW Wealth Partners since 2016 and was previously involved with R3 Returns, LLC from 2016 to 2023. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a top-down tactical asset allocation process with a relative growth/valuation framework and custom portfolio optimization, offering comprehensive financial planning, portfolio management, and impact investing strategies.

Lindy Yoshida is a CFP® professional with five years at BSW Wealth Partners and a total of six years in the financial industry. Prior to joining BSW, she worked at Uncharted and was involved with the Boys and Girls Club of Greater Onslow County. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm uses a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and impact investing strategies.

Brian Lichtenheld is a CFP® professional with six years of industry experience, currently serving as a financial advisor at BSW Wealth Partners since 2018. Prior to joining BSW, he worked at Crestone Capital for ten years. BSW Wealth Partners is an independent, woman-founded advisory firm organized as a Public Benefit Corporation that serves individuals, families, business owners, corporate executives, and plan sponsors. The firm employs a top-down tactical asset allocation approach and offers comprehensive financial planning, portfolio management, and impact investing strategies.

Julie Martinez is a CFP® with 15 years of industry experience, currently serving as a financial advisor at BSW Wealth Partners since 2015. She holds a Series 63 license and previously worked with R3 Returns, LLC from 2018 to 2023. BSW Wealth Partners is a woman-founded, independent, fee-only advisory firm organized as a Public Benefit Corporation that serves individuals and families, business owners, corporate executives, and plan sponsors. The firm utilizes a tactical asset allocation process and offers comprehensive financial planning, portfolio management, and specialized executive financial advising, with a formalized impact investing capability and a focus on coordinated tax and estate planning.