Guy Holman

Guy Holman is a Wealth Advisor and Shareholder at TCI Wealth Advisors, an independent, fee-only Registered Investment Advisor founded in 1990 and headquartered in Tucson, Arizona. He holds a BA in Economics and Business from Lafayette College and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1988. He relocated to Colorado from New Jersey and, in 2010, opened and built out TCI's Denver office, originally located in Larimer Square and now at 1401 17th Street.

Earlier in his career, Guy worked in both the audit and tax departments at Touche Ross (a predecessor of Deloitte), building the CPA-style tax foundation that shapes his practice today. His public bios and directory listings also associate him with portfolio management and advisory work — including a role as a Portfolio Manager at First Western Trust, a Denver-based private bank — before he committed fully to holistic financial planning at TCI.

With more than 20 years of experience, Guy specializes in tax management and equity compensation, helping clients navigate complex tax situations within a comprehensive, long-term financial strategy. He describes his motivation as wanting to help people "beyond the scope of a traditional CPA," providing personalized, practical, and tax-aware financial guidance. His stated philosophy centers on acting in clients' best interests and fostering trust, summed up in his own line: "Your life should be exciting, but your money should be boring." Outside of work he enjoys golfing, hiking, and cooking.

• Operates as a fiduciary, fee-only wealth advisor — his "investing" is managing diversified client portfolios and financial plans, not writing startup checks.
• Deep specialization in tax management and equity compensation — advising clients (often executives and equity-holders) on the tax implications of investment and compensation decisions.
• Emphasizes comprehensive, long-term planning over speculation: "Your life should be exciting, but your money should be boring."
• Investment approach aligns with TCI's institutional philosophy of independent, evidence-based, diversified portfolio management for individuals and families.
• _(No stated venture/angel thesis, target check size, or startup company profile was found in any public source.)_