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  • Here’s our story. We look forward to hearing yours.

    At Cumrine & Co., our sole focus is YOU.

    At Cumrine & Co., we have made a commitment to excellence in everything we do. Our goal is to understand and exceed our clients’ expectations at all times. When you choose our wealth management services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals.

    As an independent wealth management firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.

    Serving individuals and their families in the Northern and Front Range areas of Colorado since 2009, we offer the following financial products and services: retirement income strategies, wealth accumulation strategies, asset protection, annuities, life insurance, tax-minimization strategies, long-term care planning, IRA and 401(k) rollovers, trusts, probate, charitable giving strategies, estate planning, tax planning, and IRA legacy planning.

    Free Retirement Kit

    Enter your information below to request this Kit including three separate guides that address several retirement topics.

  • Joshua Cumrine | President

    A veteran of over a decade in the financial industry, Joshua Cumrine founded Cumrine & Co. in Loveland, Colorado, in 2009. He guides retirees in developing sustainable financial plans to help them live their ideal lifestyles throughout their golden years.

    Early on in his life, Joshua had a passion for three things: baseball, numbers and helping people. He soon realized one of those passions was not going to be a career option and joined a financial firm in 2003. There, he gained valuable experience, but he also realized areas where he could better help his clients as an independent financial advisor.

    Now an Investment Advisor Representative, Joshua honors his fiduciary responsibility by putting his clients' needs and goals first. He takes his select families through a process that helps them understand what their new, well-devised plan accomplishes and how it will ultimately benefit them. In turn, this helps remove any doubt or confusion they may have.

    Our goal is to understand and exceed our clients’ expectations at all times.

    Joshua specializes in creating and tailoring innovative financial plans designed with the retiree in mind. He holds his Series 65 securities license in Colorado and life insurance licenses in Colorado, Wyoming and Nevada. Joshua is a certified National Social Security AdvisorSM, and his firm has an A+ rating from the Better Business Bureau.

    As an expert in retirement income planning, investment planning and legacy planning, Joshua has been featured in prominent news outlets, including Fortune Magazine. He also contributed a chapter to the best-selling book, “Victory!”

    A graduate of Brigham Young University, where he studied economics and political science, Joshua now resides in Johnstown, Colorado, with his wife and three sons. He is an avid softball and racquetball player as well as a CrossFit and wakeboarding enthusiast. He enjoys spending time with his family outdoors and is very active in his church and community.​

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at 970.663.3211 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The Retirement Kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.