We Bring You a Dedicated Approach

Rooted in Our Colorado Upbringing

About Us
Based in Boulder, Colorado, our team cherishes many of the same things our clients do: the outdoors lifestyle, traveling, and spending time with family and friends. A life well lived.
With over 100 years of combined experience on our team, we’ve been committed to helping you enjoy life more. We do this by removing complexity in your financial life. With a planning-first mentality, we work with our clients to define their goals and craft a roadmap forward. We don’t believe your finances need to be complicated, which is why we designed our own financial planning software called Life On A Page™, where you can see your financial roadmap all on one page.

At Boulder Wealth Advisors, we care. We’re committed to you. And we’re here to help however we can.

Gary Shirman, ChFC

Managing Partner, Financial Advisor

Gary Shirman, ChFC

Managing Partner, Financial Advisor

Email: gary@boulderwa.com

Phone: 303-444-1161

I love helping people see the big picture when it comes to their finances. Nearly everyone has encountered stress from money, but I believe that building a roadmap is an antidote to financial worry. I work closely with you to define your financial and personal goals and then design a detailed plan to close the gap. Helping you make the most of your life, however that may look to you, is my ultimate goal.

Over the years, I’ve celebrated with my clients when things go well—and have been there as a source of support when they’re faced with challenges that life inevitably brings. The friendships we’ve built together make my work incredibly meaningful.

I earned my B.A. from the University of Colorado at Boulder. In 1997, I began my role as a managing partner and financial advisor here at Boulder Wealth Advisors, formerly known as Ludwick and Shirman.

Outside of the office, I enjoy spending time with my family. My wife and I have been married for over 30 years, and we have two children and now three grandchildren. I love to travel, especially to Hawaii or New York to visit my kids and grandkids. A nature lover, you can often find me hiking or mountain biking in the beautiful mountains of Colorado.

Read Bio

Michael Hake, CFP®

Managing Partner, Financial Advisor

Michael Hake

Michael Hake, CFP®

Managing Partner, Financial Advisor

Email: michael@boulderwa.com

Phone: 303-444-1161

Growing up, I noticed that my dad always had an interest in the financial markets and openly discussed the markets with me. I began to share that interest with him, purchasing my first stock when I was just twelve years old.

Years later, after graduating from the Leeds School of Business at University of Colorado, I found myself working in the fitness equipment business, followed by the mortgage industry. During this time, my dad encouraged me to save more into my 401(k) than what I thought was comfortable at the time. While this helped me quickly learn the valuable lesson of consistent saving, I also discovered my passion for financial services. After re-evaluating and reflecting on what my long-term career might look like, I accepted a position at Janus Capital Group in May of 2006.This is when I began my work in the financial services industry in an effort to build a lifelong career that felt like my calling. In 2012 after my time as retirement director at Janus came to an end, I joined PIMCO as a vice president and account manager before joining Boulder Wealth Advisors.

Now as a CERTIFIED FINANCIAL PLANNER™ professional, I focus on creating comprehensive financial plans and diversified portfolios for you. I take a client-first approach, customizing your financial plan and investment portfolio to fit your unique situation. I understand that as life changes, personal and financial goals may also change, and I’m here to provide guidance along the way.

I am an active volunteer in my community. I serve on the finance council for my parish school and church. I also volunteer at the Samaritan House in Denver, which is focused on serving people facing homelessness in the Denver area.

I met my wife in college, for 15 years, we made our home in Denver, CO. In the spring of 2021, we are moved to the Boulder area, and love it. In all of our travels, I don't know if I could pick a better location to raise a family and have a business than Boulder.

Outside of work, I love spending time with my family. My wife, Erica, and I got married in Vail in 2005, we have three children, Lucy, William and Declan. We are having so much fun watching our kids grow up, seeing them learn and play sports. As a family, we love skiing, golfing, and traveling the world together. In the fall and winter months, you can find us tailgating and attending University of Colorado football and basketball games.

Read Bio

Andrea Guderian

Operations Manager

Andrea Guderian

Operations Manager

Email: andrea@boulderwa.com

Phone: 303-444-1161

Schedule Time to Talk