Independence Money is a Fort Collins, Colorado-based financial planning firm serving individuals and families in Northern Colorado and nationwide. It provides fee-based, fiduciary guidance designed to help clients make clear, coordinated decisions about their financial lives. Services include financial planning, wealth management, retirement planning, tax planning, estate planning, and financial planning for small businesses.

The firm helps clients organize priorities, assess retirement timing and income, consider tax-aware strategies, align investments with their goals, and plan how assets will transfer according to their wishes. Small-business owners can also get guidance on employee retirement plans and benefits, including 401(k) options. Independence Money emphasizes direct access to an advisor and an integrated approach to overlapping financial decisions.

Nathan Wilson holds a Series 65 investment advisory license and is a licensed fiduciary investment advisor through Compass Financial Management, LLC, an SEC-registered investment advisory firm. He is also a licensed life, health, and annuity insurance agent and holds Certified Tax Specialist and Certified Estate & Trust Specialist credentials. The firm is based at 155 E