Indigo Wealth Management: Honest, client-focused guidance for your finances in Vancouver.
Indigo Wealth Management in Vancouver, WA offers trusted financial guidance with a client-first approach. Clients praise Mike for honesty, a low-pressure style, and clear, thoughtful advice. The team emphasizes regular reviews and flexible strategies to align investments with evolving goals, helping clients gain confidence and move toward their financial objectives.
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Comprehensive analysis and personalized strategies to help you meet short-term and long-term financial goals.
Tailored asset allocation and portfolio management to optimize growth and align with your risk tolerance.
Expert guidance on retirement savings, income strategies, and future financial security.
Ongoing reviews and adjustments to your financial plan as your circumstances and goals evolve.
Clear, illustrated explanations of financial concepts to empower you with knowledge and confidence.
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Overall rating
Scott Thorkelson
Mike was a pleasure to talk with. I set up an initial meeting, and he spent about 30 minutes going over my finances with me—where I’m at now and where I want to be. After our conversation, he explained that while he could provide some additional insights, I was already on a good path. What stood out most was his honesty: instead of pushing me toward his services, he encouraged me to continue saving on my own since that would benefit me more. It’s rare to find someone in this industry who prioritizes your best interest over a sale, and I truly appreciate that. I highly recommend reaching out to Mike if you’re looking for trustworthy financial guidance. Thank you for your time Mike!
T Moore
It's intimidating to call a financial advisor, but I knew that our financial well-being was more important than being embarrassed about where we're at right now. When we met with Mike we were instantly put at ease and felt comfortable about sharing the truth of our finances. Mike’s education background stood out when he used the white board to draw illustrations and explain how we can improve our outlook with some easy maneuvering. After sharing the different vehicles available to us, without being pushy, he gained our business and our trust. Since then we’ve been able to work with him and Krista and have been able to fine tune our trajectory so we can work towards making our goals a reality. I highly recommend Indigo Wealth if you’re looking for a low-pressure way to gain knowledge and personal direction to meet your financial goals.
Mark Thurston
Michael Colvin has been managing my family's account for over 10 years. The quality of his advice and client service has been excellent. Mike initially set up an asset allocation that fit our circumstances well. Over the years he has regularly reviewed and modified our investments to fit our evolving needs. Performance has exceeded expectations. I strongly recommend Indigo.
Rob Ney
Michael has been my broker for many years. When it came time for him open his own firm, naturally I followed him. I have received great customer service over the years, even though I am not a "big fish". The products offered at Indigo are actually better suited for my needs, than the big box firm where my account used to reside. My account has realized great gains the past few quarters and the team at Indigo has always been there to answer my questions.
Barry Smith
I have had money with Michael for years and it has done well. I transferred my money from where he was, to his new venture at Indigo. The reason? Because I know Mike and am very satisfied with his advice on my finances. His new venture at Indigo has afforded me a little bit of flexibility that I did not have at the previous brokerage. I have appreciated Mikes advice over the years and his willingness to say no, I don't think that's a good idea followed by sound reasoning. None of us likes to be told no. But we like losing money even more. Mikes advice as a financial ADVISOR is why I am glad I am at Indigo. If you're not really looking for advice or feedback I suppose you can just invest in any number of companies. If you're looking to invest in a team who will endeavor to help guide you and your finances in a positive direction. You will be hard-pressed to find the combination of guidance, flexibility & results that exist at Indigo Wealth Management. Their name says it all, WEALTH MANAGEMENT. 5 stars Indigo, keep up the good work!