Company intelligence
Springbok Wealth Partners
For Now For Later For Beyond
About Springbok Wealth Partners
Most financial advisors charge a percentage of everything you own — so their fee grows as your wealth grows, whether or not they've earned it. We built Springbok Wealth Partners around a different idea: transparent, ongoing financial planning priced fairly. We're a flat-fee financial planning firm based in Broomfield, Colorado, working with high-earning professionals across the country. Our clients typically earn $150K+ or have a net worth above $500K — many with significant wealth tied up in RSUs, ISOs, or stock options they're not sure how to optimize. That's our specialty. Equity compensation is one of the most complex areas of personal finance, and most advisors treat it as an afterthought. We've built our practice around getting it right — modeling vest dates, managing AMT exposure, planning around concentration risk, and ensuring clients never leave money on the table. Every client also gets comprehensive financial planning covering cash flow, tax strategy, investment management, insurance, employee benefits, and estate planning — all under one flat monthly fee. No commissions. No hidden costs. Every client works directly with Ross Blount, CFP® — our founder. Not a team. Not a junior advisor. One dedicated CFP who knows your full financial picture. Membership start from $300/month.
Verified activity
Signals from Springbok Wealth Partners
3 published signals
Strategy & Corporate Development
Springbok Wealth Partners treated a $1.4M dental practice as a major financial asset requiring its own buy-sell agreement, key-person disability coverage, and exit conversation planning.
Reported by Ross Blount CFP®
Capital & Finance
Springbok Wealth Partners right-sized a $1.4M practice with two incomes, two kids, a mortgage, and life insurance sized for a household earning half of what they earn today.
Reported by Ross Blount CFP®
Capital & Finance
Springbok Wealth Partners built a liquidation schedule and found $24K in annual tax savings by spreading sales across calendar years and harvesting losses in the taxable account.
Reported by Ross Blount CFP®