About
About Skyrise Financial
Skyrise helps business owners make better money decisions when life gets complex.
We also help people whose wealth came from a business they sold or still own.
When income is irregular, taxes get messy, and accounts multiply, set it and forget it stops working.
Most people start with a Flight Plan.
An unorganized financial world leaves the pieces scattered. We put them in order. Your partner and heirs know where things stand. Your CPA and attorney join the conversation when it matters.
Skyrise Financial is a fee-only fiduciary advisory firm founded by Brad Garland, working with business owners from Denver and Castle Rock to Colorado Springs. We organize complex owner finances through a Financial Flight Plan, then ongoing Co-Pilot planning or AutoPilot planning plus investment management. Advice is fiduciary and fee-only (no commissions). Start with a 30-minute Fit Call.
How we think about money
The beliefs behind how we plan. Not theory. How we actually work.
Design your life first
Freedom is the point, not a target number or an arbitrary retirement age. Build the life you want, then fit the money around it.
Emotional assets count
The farm, the cabin, the business you keep because you love it. A good plan accounts for what makes you feel wealthy, not just what makes a spreadsheet look better.
The tax plan is the investment plan
Tax strategy and investing belong in the same conversation, not two separate ones. Confirm the tax side with your CPA.
Fight for simplicity
If you can’t explain it at dinner, it’s too complicated. Clarity beats jargon every time.
Transparency is non-negotiable
No hidden fees. No commissions. No product sales dressed up as advice. Every dollar you pay is visible and earned.
You get me instead of a portal
I’m not building another login that sparks late-night panic over a sync glitch. If something needs your attention, I’ll tell you. I won’t make you hunt a portal for answers.
Founder
Brad Garland
I sold a business. Then I had to organize my own financial world. I have a passion for business and wealth building. Then, people started asking for the same help.
That is why Skyrise exists.
I build a clear picture with owners, set rules for decisions, and keep the plan current as life changes. Most people start with a Flight Plan. Ongoing work is Co-Pilot or AutoPilot.
I’ve asked these myself.
I ran a business for 20 years, then sold it. A few of these were my questions too.
I sold. Why is it so quiet?
It caught me off guard too. We start with what you want next, then build the plan around it.
How bad is the tax bill going to be?
After my sale, that was my biggest worry. We lay out the tax picture with your CPA in the loop before any decisions get made.
Who’s keeping all of this organized?
I am. I keep your plan organized in one place and bring your CPA and attorney into the conversation when it matters.
