About Entree Wealth
A Boulder, Colorado–based, fee-only financial planning practice for entrepreneurs, professionals, and families seeking greater financial freedom and flexibility.
Entree Wealth is an independent, fee-only financial planning practice based in Boulder, Colorado. The firm specializes in working with entrepreneurs, professionals, and families who want thoughtful guidance around taxes, investing, and the financial decisions that create greater freedom and flexibility.
I believe a strong financial foundation creates options. Whether you are building a business, stepping away from work for a period of time, or planning your next chapter, clear financial and tax planning can help you move forward with confidence.
Meet David Gardner, CFP®, EA
Connect on LinkedInDavid is a Certified Financial Planner professional and Enrolled Agent with over two decades of experience helping clients achieve economic freedom. After founding Yellowstone Financial in 2007 and later co-founding Confluence Financial Advisors, he served as Sr. Wealth Advisor and Director at Mercer Advisors through 2024.
In 2024, David retired from traditional practice to fulfill a lifelong dream of living abroad with his family on the Côte d'Azur. This personal experience uniquely positions him to understand the financial complexities faced by those living internationally.
Since 2008, David has written the regular personal finance column for the Boulder Daily Camera and other Colorado newspapers. He also served as an adjunct professor at the University of Colorado Boulder's Leeds School of Business from 2018 to 2022, teaching Retirement Planning.
David holds an A.B. in Political Economy from the University of California, Berkeley, where he graduated with High Honors and Phi Beta Kappa distinction, and a Masters of Science from the University of Colorado, Boulder.
Specialized Guidance for Life Beyond the Standard Path
Many successful people want more than a conventional career arc. Whether you are building a business, creating more flexibility in your work, planning a sabbatical, or thinking carefully about what comes next, financial decisions often become more complex.
I help clients simplify those decisions through thoughtful tax planning, disciplined investing, and advice designed to support both financial independence and greater flexibility.
As a fee-only fiduciary, I do not sell products or receive commissions. My advice is objective and focused solely on your best interests.
My ongoing retainer covers the planning work needed as life evolves—whether that means a business transition, a period away from work, a move abroad, or another major change.
