ALTIUS is a focused team of experts who take a personalized approach to each client.
Our financial planning philosophy is comprehensive, long-term, and time-tested.
At ALTIUS, you know, trust, and can relate to the team who is managing your money.

Our Podcast: Capitalize Your Fridays
We love engaging with our clients about finance and market outlooks. Below, you can find our bi-weekly podcast where we discuss these topics to increase financial education.

Workshop: Capital Markets Outlook & What to Expect in 2023
Our upcoming workshop is on March 22, 2023 at 6pm-8pm at ALTIUS' 2nd Floor Conference Room. There will be complimentary drinks & snacks beforehand starting at 4:45pm. For more information, please email jennifer@altiusfinancial.com.
Build
Your customized plan and investment strategy is built with a solid foundation by our experienced advisory team using our proven Empowered Future Program™.
Defend
Our portfolio models are designed to take advantage of your financial strengths and the opportunities in the market, while defending against downside threats and uncertainty.
Grow
We monitor your plan, identifying new opportunities based on knowing your situation, your goals and aspirations and how they mesh with current reality.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement