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Make Life Count.


Financial confidence for inspired living.

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Who We Are

Independent Wealth Management, Centered on People

LotusGroup Advisors is a Denver-based, independent wealth management firm serving
individuals and families. We measure success by the impact we make in our clients’ lives and
the clarity we help bring to their financial decisions.

We measure our success by the impact we make in our clients' lives.

200+

Families Served

20+

Years In Business

$460M

Under Management

Assets under management (AUM) referenced, totaling $460 million as of 1/31/2026, represent the combined assets of LotusGroup Advisors, LLC and its sister company, LotusGroup Capital, LLC. Please refer to additional disclosures regarding the limitations and risks associated with AUM figures.

Our Philosophy

We Believe Financial Stability Enables Inspired Living.

We work with our clients to build financial independence with intention — so they can pursue their passions, make a difference in the world, and leave a lasting legacy.

At LotusGroup Advisors, there’s nothing more important than taking care of people.

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Who We Serve

Our advisors serve as your guide for life’s important decisions. We partner with:

Our Process
Executives
Our History
Business Owners
Our Values
Pre-Retirees & Active Retirees
Our Resources
Medical/Dental Practice Owners

What We Do

Comprehensive Wealth Management Services
LotusGroup Advisors takes a proactive, team-based approach to planning and wealth management, offering:


Financial
Planning

We help you navigate life’s complexities with confidence, crafting personalized financial plans that address your unique values, aspirations, challenges, and goals. Our plans focus on savings, growing wealth, retirement strategy, legacy planning, tax optimization, and risk management - empowering you with insights and an action plan to meet your goals.

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Retirement
Planning

We go beyond simply helping you plan for retirement—we partner with you to design the next exciting chapter of your life. Together, we’ll explore how you want to spend your time, prioritize your goals, and allocate your resources to create a fulfilling and meaningful retirement.

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Wealth
Management

We employ a sophisticated blend of public and alternative investments to optimize your portfolio’s performance and safeguard your wealth – driving growth while minimizing risk. Our data-driven approach ensures that your investments are consistently aligned with your goals and adapted to changing market conditions.

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Valuation & Exit Planning

Our services provide an in-depth analysis of your business to uncover the key factors driving its value. We work with you to craft a strategic plan for a lucrative and well-timed exit that includes insights into improvements that may be necessary, preparing your staff, and working with a transaction team to make the sale and exit processes as smooth and stress-free as possible.

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Client Experiences

Real People. Real Relationships.

The videos above feature current clients of LotusGroup Advisors who did not
receive cash or other compensation in exchange for their testimonial.

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Our Process

A Simple, Thoughtful, 3-Step Approach

1. Getting To Know You

Every strategy begins with getting to know you – understanding your goals, priorities, and challenges. Through in-depth conversations and a Strategy & Risk Assessment, we build a clear picture of what matters most to you.

2. Planning & Implementation

We design a personalized wealth plan and walk through our reasoning and recommendations. Once refined, we implement the plan with care and discipline.

3. Revisit and Review

As your life evolves, your financial strategy should too. We stay engaged, regularly reviewing and adjusting your plan to support changing goals, new passions and opportunities.

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Whether you’re building, preserving, or transitioning wealth, we’re here to help.

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