Bill Stordahl, CFP^®

Managing Director

Stordahl Capital Management

8400 E Crescent Pkwy, Suite 420
Greenwood Village, CO 80111

FINANCIAL ADVISOR'S WEBSITE

https://www.stordahlcap.com/

(888) 770-0602

+1 More Number

(303) 770-0602

CONNECT WITH Bill

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Bill Stordahl is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stordahl Capital Management in Greenwood Village, CO and the surrounding communities.

Financial Advisor Overview

Bill Stordahl, CFP®, started Stordahl Capital Management because he was on a mission—and still is—to deliver value far beyond what clients expect and what they could ever receive from a bank or wirehouse. Bill knows what the culture is like at those national companies because he worked for one. His frustration with rampant conflicts of interest and the “revenue for revenue’s sake” environment propelled him into launching Stordahl Capital Management with the mission of pairing the smartest, most caring people with the greatest technology to create the best client experiences and outcomes possible. The mission remains the same today. As Managing Director, Bill is responsible for the management and strategic direction of the firm. He oversees the wealth management experience that clients receive, directs the investment process and outlook, and works with the Chief Compliance Officer to ensure the firm is meeting its compliance obligations. As Senior Advisor, he meets with clients, works with the firm’s associate advisors, and establishes relationships with new clients. No matter what he is doing, his focus is the same: to make a difference in clients’ lives.

Financial Advisor Experience

Stordahl Capital Management's founder, Bill Stordahl, began his career with a Midwestern financial services firm where he was drawn to the firm's values of client first, shareholder second. That firm was later sold to a large national bank that did not seem to share those values. After the sale, Bill know it was time to make a change and launch his own business. In 2009, he took his firm independent. In 2017, he reorganized Stordahl Capital Management into a fiduciary, fee-only financial planning firm centered on life planning and committed to delivering exceptional experiences and great outcomes to the firm's clients by always putting their interests first.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Stordahl Capital Management, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management, Inc unless a client service agreement is in place.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes