Financial Advisor Denver CO & Austin TX
Your Money, Your Way
Financial planning shouldn’t feel like homework
It should feel like designing the life you’ve always wanted. So our financial advisors in Denver and Austin take the ick out of your financial details and make life’s big moments a little easier. Led by Ally Ecklund, CPA, CFP®, CPWA®, we combine technical know-how with a people-first approach to managing your money. Whether you’re navigating a life milestone or dreaming of the big “what ifs,” your search for “wealth management firms near me” ends here.
Who We Serve
We have money management firms in Denver Colorado and Austin Texas. From young inheritors and business owners building wealth to retirees planning a life of relaxation, we welcome clients at all life stages (Oh, and if you’re ready to retire but need help envisioning that relaxed life, we got you too.) Ally, our Founder, is a Certified Financial Planner® and a Certified Public Accountant. This rare combo gives her tax and financial expertise. She delivers plans that are both strategic and tax-efficient.
Meet Ally
CPA, CPWA®, CFP®
I’m Ally Ecklund—the brains, heart, and occasional bad pun behind Zestiny Wealth®. I am a Certified Financial Planner (CFP®), a Certified Private Wealth Advisor (CPWA®), and a Certified Public Accountant (CPA). But don’t let all the credentials intimidate you– it just means I’m insanely good with numbers. I have over 15 years of experience in finance. But more importantly, I’m here to make wealth management feel like something you can enjoy. And yes, I just used “enjoy” and “wealth management” in the same sentence. Planning for your future should feel approachable, empowering, and—dare I say—fun.
My career path has been…interesting. I started hosting kids’ birthday parties at a mini golf center (major chaos there.) Then I worked two jobs EVERY summer to put myself through college. Because I’m a major people person, I always picked service-related jobs. It’s where I found the most joy. I then ended up in tax prep and wealth management (how I made that leap is still a mystery to me, too.) Those experiences taught me two things. First, be detail-oriented. Second, connect with people where they’re at.
What drives me, though, is helping you figure out what you want your money to do. Is it to help you take that dream sabbatical, build a legacy, or just sleep better? Whatever it is, I have unbelievable skills in turning your “What if?” into “Why not?”
I’ve spoken at Denver Start-Up Week multiple times as a financial professional. I spoke on “Making Solopreneurship Less Taxing” and “Building Wealth IN and OUT of Your Business.” Those moments let me blend my nerdy love for finance with my passion for teaching. And I do that with my clients daily.
Here’s what I want you to know most: When you work with me, you get a partner. I care about the numbers but I want to see you live boldly, pursue your passions, and build an exciting future. Because your wealth should do more than grow—it should help you create a life filled with purpose and joy.
And for my technical language lovers, we meet the CFP® Board’s highest standards. We take a 360-degree approach to financial planning. It covers investments, taxes, retirement, estate planning, and risk management. I bring this together to deliver holistic financial planning tailored to YOUR life goals.
It’s time to live your biggest, boldest, zestiest life.
Affiliations + Awards
Our Core Values
We Have A Zest For
Empowerment through planning
As credentialed wealth advisors, we know financial planning should empower you to live on your terms. Our approach is centered on giving you the confidence and clarity to make informed decisions that reflect your goals and passions. Our money management firm doesn’t just manage your wealth; we execute strategies that make you feel in control, supported, and ready to take on life’s adventures. Your financial plan should help you live boldly, enjoy today, and build a future you’re excited about.
A personalized approach for every stage of life
No two clients are the same, and neither are their financial journeys. Zestiny Wealth® is committed to creating tailored plans that fit where you are today and where you’re headed tomorrow. Whether it’s planning for a sabbatical, supporting your family’s future, or navigating retirement, we approach every plan with a deep understanding of your unique needs. As wealth management advisors, our focus is on building long-term relationships, spanning generations, to ensure that your financial plan evolves as life changes, always keeping your goals front and center. We are proud to be one of the best financial advisors Denver has.
A legacy of living fully
As a leading local wealth management firm, we believe that wealth is a tool for creating a life rich in experiences, joy, and purpose. At Zestiny Wealth®, we help you build a legacy that reflects the values and dreams you hold dear. Whether it’s securing your family’s future or supporting the causes that matter most to you, we’re here to ensure your wealth works for you, now and for generations to come. Your legacy is about more than money; it’s about making an impact that lasts, with the freedom to enjoy life along the way.
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