Meet Your Guide to Financial Clarity
Hi, I’m Chad. Founder, Lead Planner, and Chief "Life-Goal" Architect at Young Wealth Partners.
Stop Trying to Fit Your Life Into a Spreadsheet.
Most financial advice feels disconnected from reality—filled with confusing jargon and impersonal benchmarks. But your life in Boulder County isn’t a neat pie chart; it’s a complex mix of business, family, and future goals. You deserve a financial advisor in Lafayette, Colorado who understands the chaos of "real life" and builds a plan that actually fits it.
Understanding the "Sandwich Generation"
If you feel squeezed between funding your children’s 529 plans and helping aging parents navigate Medicare and RMDs, you aren’t alone. I don’t just understand this pressure theoretically; I live it. My wife and I are raising three children right here in Colorado while simultaneously supporting our own parents through their later years. I know that money is emotional fuel for your family’s future, and my role is to help you carry that load so you can focus on what matters most.
Why Trust the Process? My advice isn’t just academic; it was forged in the trenches of entrepreneurship. For 16 years, I served as President of The Young Insurance Group in Lafayette, CO, building it from the ground up into a successful operation before exiting in 2022.
- For Professionals: I transitioned from protecting assets (Insurance) to planning for "what's next" because I saw a need for strategic partners, not product salespeople.
- For Business Owners: I apply my firsthand experience in scaling and exit planning to help you build wealth both inside and outside your company.
We believe in a partnership rooted in clarity, not complexity. Our Philosophy:
- Approachable: Planning takes discipline, but it shouldn't be painful. We handle the heavy lifting.
- Transparent: We operate with a clear fee structure and fiduciary advice that places your interests first.
- Resilient: Life isn’t linear. We plan for the worst but build for the best, helping you navigate every up and down.
Off the Clock When I’m not analyzing cash flows, you can find me on the tennis court, riding my gravel bike, or hiking the beautiful foothills of Boulder County with my wife and kids.
Your Next Step: I’ve been where you are, and I know how busy life gets. Let’s ensure your money is working as hard as you do.
Chad G. Young is an Investment Advisor Representative. You may see his profile at: https://brokercheck.finra.org
