With over 26 years of experience as a financial advisor, Will Norris brings deep expertise and a steady, thoughtful approach to helping families plan for their future. A graduate of the University of Colorado with a bachelor’s degree in mathematics, Will has always been driven by a love of problem‑solving and a desire to make complex financial decisions feel clear and manageable. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2005, further strengthening his commitment to comprehensive, client‑focused planning.
Will’s work centers on comprehensive financial guidance, including tax‑efficient strategies, family wealth planning, retirement planning, and estate planning. He believes the best financial plans are built through genuine relationships and an understanding of each family’s unique values, goals, and story.
Based in Boulder, Will enjoys the Colorado lifestyle with his wife and two children. When he’s not working with clients, you’ll find him outside- hiking, biking, skiing, running, or boating -or exploring new destinations around the world. Travel is one of his great passions, and he loves discovering new places and perspectives.
Approachable, knowledgeable, and grounded, Will is dedicated to helping families make confident decisions and build lasting financial security.
*CFP Board owns the marks CFP®, CERTIFIED FINANIAL PLANNER® and CFP® (with plaque design) in the U.S.