Founder & Managing Partner
CFP® • CHFC® • AIF® • CLU® • CLTC
Steven Harp is the Founder and Managing Partner of Colorado Wealth Group. Steven’s vision for CWG is to deliver nothing but exceptional value and expertise to all clients, building on a reputation of being one of the best, and most comprehensive financial planning firms in the industry.
Steven graduated with a bachelor’s degree from University of Missouri in 2004. Since then Steven has built a dynamic, well-balanced fiduciary practice, yet remains focused on continuing education and mentoring advisors at CWG.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), the most prestigious financial planning designation. Steven also holds his Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Certified in Long-Term Care (CLTC) designations.
Steven his and wife, Andrea, moved to Colorado in 2005 from Missouri, specifically for the outdoor lifestyle. They enjoy hiking, running, cycling (mountain and road), and snowboarding, but lately you’ll find them eating out at one of Denver’s farm-to-table restaurants with their son. Steven is currently attempting to learn golf, so if you need a good laugh...
Partner & Director of Financial Planning
AWMA® • AIF® • MBA
Jacob is a Partner and Director for Colorado Wealth Group's financial planning and investment operations. Jacob is a native of Colorado who has been in the financial services industry since 2012. He earned his bachelor's degree in Business Administration from the University of Northern Colorado in 2010 and his Master in Business Administration from Western Kentucky University in 2012.
Jacob enjoys furthering his education by earning new designations. In 2015, Jacob earned his Accredited Investment Fiduciary (AIF®) designation and in 2016 he earned his Accredited Wealth Management Advisor (AWMA®) designation.
In his spare time Jacob and his wife, Leanne, enjoy trying new restaurants and breweries, spending time outdoors and cheering on the Denver sports teams. Jacob is a diehard Broncos fan!