https://www.oakwayfinancial.com/resources daily 0.75 2026-06-16 https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/1546723186154-6W3Q95QBQWGIJCF83KY0/Oakway_Financial_Banner_r3.png Independent Financial Advice https://www.oakwayfinancial.com/resources/diversification-in-your-portfolio-2dc2e monthly 0.5 2026-06-29 https://www.oakwayfinancial.com/resources/small-business-retirement-solutions-expert-401k-ira-plans-ptsp5 monthly 0.5 2026-06-29 https://www.oakwayfinancial.com/resources/rollover-quick-start-guide-szgem-d5p2f monthly 0.5 2026-06-29 https://www.oakwayfinancial.com/resources/2025/4/29/navigating-volatile-market-conditions-a-long-term-perspective-for-investors-pm9p4 monthly 0.5 2026-06-29 https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/a3ff0e2c-ea92-48af-be2d-da258435990f/strategies-for-volatile-markets-one-pager-va-us.jpg Independent Financial Advice - Navigating Volatile Markets: A Long-Term Perspective for Investors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oakwayfinancial.com/resources/2019/4/3/do-i-need-disability-insurance-4-questions-for-young-adults-to-ask-themselves-t4b2x-tfctn-zlbyt monthly 0.5 2026-06-29 https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/1554922656084-D5WDP7ENQQ0PNEXG9JP9/do-you-need-disability-insurance-young-professionals.pdf Independent Financial Advice - Do I need disability insurance ? - 4 questions for young professionals https://www.oakwayfinancial.com/resources/2020/3/12/3-quick-checks-to-shore-up-your-personal-finances-jalxf-7pekl monthly 0.5 2026-06-29 https://www.oakwayfinancial.com/resources/2020/5/26/order-of-operations-nh654-jy4a2 monthly 0.5 2026-06-29 https://www.oakwayfinancial.com/resources/2022/10/12/find-the-silver-lining-when-markets-fall-by-checking-for-tax-loss-harvesting-opportunities-dt4sz-32zpz monthly 0.5 2026-06-29 https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/2887ba07-247c-4765-b68c-cdb0cf661b2e/Screen+Shot+2022-10-03+at+3.34.02+PM.png Independent Financial Advice - Find the silver lining when markets fall by checking for “tax-loss harvesting” opportunities - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oakwayfinancial.com/resources/leaving-job-financial-checklist monthly 0.5 2026-06-03 https://www.oakwayfinancial.com/resources/year-end-tax-planning-denver-financial-advisor monthly 0.5 2025-10-29 https://www.oakwayfinancial.com/resources/category/Calculators monthly 0.5 https://www.oakwayfinancial.com/resources/category/Long+Term+Care monthly 0.5 https://www.oakwayfinancial.com/resources/category/Life+Insurance monthly 0.5 https://www.oakwayfinancial.com/resources/category/Mortgage+Protection monthly 0.5 https://www.oakwayfinancial.com/resources/category/Unemployment+benefits monthly 0.5 https://www.oakwayfinancial.com/resources/category/Investing monthly 0.5 https://www.oakwayfinancial.com/resources/category/401%28k%29 monthly 0.5 https://www.oakwayfinancial.com/resources/category/Roth+IRA monthly 0.5 https://www.oakwayfinancial.com/resources/category/Medicare+Supplement+Ins. monthly 0.5 https://www.oakwayfinancial.com/resources/category/AEP monthly 0.5 https://www.oakwayfinancial.com/resources/category/Medigap+Insurance monthly 0.5 https://www.oakwayfinancial.com/resources/category/Taxes monthly 0.5 https://www.oakwayfinancial.com/resources/category/Investments monthly 0.5 https://www.oakwayfinancial.com/resources/category/Insurance monthly 0.5 https://www.oakwayfinancial.com/resources/category/Tax+Breaks monthly 0.5 https://www.oakwayfinancial.com/resources/category/Disability+%28DI%29+Insurance monthly 0.5 https://www.oakwayfinancial.com/resources/category/IRA monthly 0.5 https://www.oakwayfinancial.com/resources/category/Home+ownership monthly 0.5 https://www.oakwayfinancial.com/resources/category/Medicare+Supplement+Plans monthly 0.5 https://www.oakwayfinancial.com/resources/category/Retirement monthly 0.5 https://www.oakwayfinancial.com/resources/category/Tax+deferred+investments monthly 0.5 https://www.oakwayfinancial.com/resources/tag/insurance monthly 0.5 https://www.oakwayfinancial.com/resources/tag/Savings monthly 0.5 https://www.oakwayfinancial.com/resources/tag/Life+Insurance monthly 0.5 https://www.oakwayfinancial.com/resources/tag/401%28k%29 monthly 0.5 https://www.oakwayfinancial.com/resources/tag/Roth+IRA monthly 0.5 https://www.oakwayfinancial.com/resources/tag/Cares+Act monthly 0.5 https://www.oakwayfinancial.com/resources/tag/Tax+planning monthly 0.5 https://www.oakwayfinancial.com/resources/tag/retirement monthly 0.5 https://www.oakwayfinancial.com/resources/tag/SEP+IRA monthly 0.5 https://www.oakwayfinancial.com/resources/tag/Disability+Insurance monthly 0.5 https://www.oakwayfinancial.com/resources/tag/Rollover monthly 0.5 https://www.oakwayfinancial.com/resources/tag/ROTH monthly 0.5 https://www.oakwayfinancial.com/resources/tag/IRA monthly 0.5 https://www.oakwayfinancial.com/resources/tag/investing monthly 0.5 https://www.oakwayfinancial.com/resources/tag/Personal+Finance monthly 0.5 https://www.oakwayfinancial.com/resources/tag/Retirement monthly 0.5 https://www.oakwayfinancial.com/resources/tag/Coronavirus+Stimulus monthly 0.5 https://www.oakwayfinancial.com/about daily 0.75 2026-06-29 https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/1546720341039-AUZQFW9YOD3GTE1MZKO3/Oakway_Financial_Banner_r3.png <p class="" style="white-space:pre-wrap;">Independent financial advice</p> https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/1545343789193-YUOBKX92LX5UXQV9MJHU/P1010833+copy+2.jpg <p class="" style="white-space:pre-wrap;">Independent financial advice</p> Experience ranging from mortgage protection insurance to 401(k) rollovers. https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/32869be0-f399-4917-92c0-6eb1a5f3e8be/brian-lipsett-financial-advisor-denver-colorado.jpeg <p class="" style="white-space:pre-wrap;">Independent financial advice</p> As the son of a single mother during my early childhood, I was introduced to conversations about money, financial decisions, and the impact they can have on everyday life at a young age. Those experiences helped me appreciate how financial decisions can affect opportunities, security, and long-term quality of life. Later, influenced by family members who worked in financial services, I became fascinated by investing and personal finance. I saw how seemingly small decisions, made consistently over time, could have a significant impact on a person’s future. As my career progressed, I became increasingly convinced that financial advice works best when the advisor’s interests are fully aligned with the client’s interests. The more I learned about the independent fiduciary model, the more I believed it was the right way to serve clients. In 2019, I founded Oakway Financial to build an independent firm focused on objective advice, long-term relationships, and helping clients make informed financial decisions without being tied to a particular company, product, or sales objective. Today, I work with individuals, families, business owners, and retirees who want a trusted advisor to help them navigate important financial decisions and stay focused on their long-term goals. https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/c67163b7-6236-49da-8355-48610d5f4662/3B800583-C300-4E9D-AD73-F16015E6675F.jpeg <p class="" style="white-space:pre-wrap;">Independent financial advice</p> Brian is a Colorado native and calls Denver home with his wife, Jenna. He is a Jiu-Jitsu Black Belt and volunteers as a coach on a weekly basis. When he’s not working with clients or on the mats, he enjoys traveling, exploring new places, and spending as much time outdoors as possible. https://www.oakwayfinancial.com/home daily 1.0 2026-06-25 https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/1546723186154-6W3Q95QBQWGIJCF83KY0/Oakway_Financial_Banner_r3.png Independent Financial Advice https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/b09d911a-0a8c-4911-a4d7-5a4e455fd43c/Transitions+checklist+thumbnail.png Independent Financial Advice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oakwayfinancial.com/schedule-a-call daily 0.75 2026-06-19 https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/1546723186154-6W3Q95QBQWGIJCF83KY0/Oakway_Financial_Banner_r3.png <p class="" style="white-space:pre-wrap;">independent financial Advice</p> https://video.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/867f11be-dba8-4d25-af94-521388f56926/playlist.m3u8 https://video.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/867f11be-dba8-4d25-af94-521388f56926/thumbnail <p class="" style="white-space:pre-wrap;">independent financial Advice</p> What to Expect During Your First Meeting Scheduling a conversation with a financial advisor can feel like a big step. In this short video, Brian shares what you can expect during your first meeting, the types of topics you’ll discuss, and how Oakway Financial approaches financial planning and long-term client relationships. The goal of the first meeting is simple: to learn more about you, understand what’s most important to you, and determine whether we’re a good fit to work together. https://www.oakwayfinancial.com/how-we-help daily 0.75 2026-06-23 https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/1546721811720-NB7BRL2Z0OBQSDR300MD/Oakway_Financial_Banner_r3.png <p class="" style="white-space:pre-wrap;">independent financial advice</p> https://www.oakwayfinancial.com/privacy daily 0.75 2024-08-29 https://www.oakwayfinancial.com/guides daily 0.75 2026-06-19 https://images.squarespace-cdn.com/content/v1/5c05bca2aa49a1063ee2f33c/9b68563e-0b28-4b4b-9af3-abb76336aceb/Transitions+Checklist+Full+Image <p class="" style="white-space:pre-wrap;"><strong>independent financial Advice</strong></p> - Make it stand out Whatever it is, the way you tell your story online can make all the difference.