Blaine Thiederman MBA, CFP®

Financial planning expert for Tech Professionals With Complicated Finances

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Progress Wealth Management Blaine Thiederman MBA, CFP® (He/Him)
Arvada, Colorado

Serving Clients Nationwide

Financial planning expert for Tech Professionals With Complicated Finances

Rated 4.9 out of 5
17 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Equity Compensation Options
  • Inherited Wealth
  • Investment Management
  • Owning a Business
  • Retiring Early (F.I.R.E)

About Me

As a CERTIFIED FINANCIAL PLANNER™, it’s my life’s mission to provide unbiased financial education, advice and guidance to help my clients create their path to financial independence. I believe that true comprehensive financial planning can provide the clarity and confidence necessary for families to understand and implement their own well-informed decisions.

My goal is to translate the complexity of financial topics into a simple, step-by-step action plan to help you understand how to align your money with your personal values and objectives. As a trusted source, my insights have been featured in articles by Forbes, Gobankingrates.com, the Washington Post, Yahoo Finance, MarketWatch, Business Insider and MSN.

I look forward to us exploring the opportunities and options to help you experience the progress you’re hoping for.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

12183 w 57th ln arvada, co 80002

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Pro Bono

What to expect in the first meeting

We offer a free icebreaker to talk about you, your financial life, and your goals so we both agree that it makes sense or it doesn't.

You should expect some questions about you, your family, your financial goals, and what you're doing to make those goals a reality.

You should also expect some detail from us about what problems we've found in your process and how you can improve your likelihood of reaching your financial goals.

Lastly, you should expect to learn about what arrangement we believe makes the most sense for your circumstances and why (a one-time financial plan, ongoing collaboration, etc.)

Any testimonials are given by a current client or a person other than a current client. No compensation was provided for any testimonial/endorsement (cash or non-cash related compensation).

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

By hiring Progress Wealth Management, you'll get assigned your own team of financial planning professionals.

This includes your own personal CFP, tax professional (EA) and a non-commissioned insurance agent to support your growth and path to prosperity.

Every year, in addition to managing your money and giving you all the advice and support you need to achieve the prosperity and progress in life you so hope for, we also will pay for your taxes to be filed and your estate documents to be updated.

How our financial planning process works:

The seven steps of financial planning start with getting to know your current financial situation and goals and end with continually measuring performance toward those goals and updating them as necessary.

1. Understanding your personal and financial circumstances.
2. Identifying and selecting goals.
3. Analyzing your current course of action and potential alternative course(s) of action.
4. Developing the financial planning recommendation(s).
5. Presenting the financial planning recommendation(s).
6. Implementing the financial planning recommendation(s).
7. Monitoring progress and updating.

Our fees start at 1% and decrease as your investment balance increases. Our minimum investment account balance is $250k.

Education

W.P. Carey School of Business, Arizona State, Bachelors of Science, Finance | Grand Canyon University, MBA

Volunteer Experience

Blaine is a mentor to ASU students, provides pro-bono financial planning to low income individuals and volunteers his time to mentor entrepreneurs through the Rocky Mountain Microfinance Institute.

Awards and Honors

  • Top Ranked Financial Planner at Fisher Investments
  • Certified Zoe Advisor
  • Registered NAPFA Advisor
  • Certified Financial Planner

Badges

Languages

  • English

Hobbies and Interests

  • Billiards
  • Camping
  • Cooking
  • Cycling
  • Exercising
  • Family
  • Hiking
  • Traveling
  • Volunteering
  • Wine

Who We Serve

  • Baby Boomers
  • Business Owners
  • College Graduates
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Investors
  • LGBTQ
  • Living in Retirement
  • Military
  • Muslim
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Women Professionals
  • Young Families

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Extremely knowledgeable and helpful

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
December 5, 2022

Blaine was extremely helpful in my search for practical industry information. I am seeking to change my profession to a Registered Agent Advisor. I spent a few days researching on Youtube and decided it was time to talk to someone. I googled “Financial Advisor Near Me” and Progress Wealth Management was the first call I made. Blaine made me feel like a paying customer and spent time with me answering all of my questions.

Blain is a wealth of knowledge and is easy to talk to. And, has saved me actual years of my life. I was headed down the wrong path and he gave me guidance.

Shawn T

Grand Junction

◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Shawn T Grand Junction
Shawn T Grand Junction

Working with Progress Wealth Management has been a pivotal moment in my life

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 17, 2022

A fantastic and very professional organization. Blaine took the time to answer all my questions and has made planning for retirement extremely easy and something I actually look forward to now.

I would highly recommend to family and friends!

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Susan McGrew
Susan McGrew

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Working with Blaine has been great. We did a needs analysis to finds out exactly what my goals were and we were able to identify what it’s going to take to get me to where I want to be. The process scared me at first but I now feel comfortable knowing that I have some much needed direction and someone to help me in my corner. I have worked with a few advisors in the past and they never seemed too interested in doing what is best for me unless there was something in it for them. Highly recommend spending some time with the folks at Progress Wealth Management.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Travis A.
Travis A.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

I would recommend Blaine as an advisor for other engineers looking for compensation advice. Blaine helped me out with my ISOs and equity compensation for my software engineering career.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Very professional and exceeded my expectations. Would highly recommend.

◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Chris P.
Chris P.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Blane is a very hard-working, intelligent advisor with a genuine interest in seeing his clients succeed

◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Kevin
Kevin

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Blaine Thiederman with Progress Wealth Management was fantastic to work with! Before working with Blaine I was worried and stressed about my financial future and retirement goals. Blaine worked collaboratively with me to review my finances and put together a financial plan that suits my overall retirement goals. He is also an exceptional listener and was well thought out during our appointments and extremely knowledge about a variety of financial topics from taxes, to estate planning and more! I would highly recommend working with Blaine, based on his in-depth knowledge of finance, customized financial plan building and his genuineness towards caring about you and your financial goals.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Paige A.
Paige A.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Blaine is great. No doubt in my mind that he genuinely cares and wants to help me better my situation, always replies to text messages (even on his honeymoon, CRAZY) and has even deferred payment during tough times. Blaine was critical in me identifying my value as a minority in the workplace when negotiating a new salary.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Blaine is very knowledgeable and personable. He is very client focused and results driven. You feel confident your finances are in good hands working with Blaine.

◼ Relationship to Financial Advisor:This reviewer has never been a client.
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Eric T.
Eric T.

Four Stars

✅ Wealthtender Certified Advisor Review™
Rated 4 out of 5
November 4, 2022

A fantastic and very professional organization. Blaine took the time to answer all my questions and has made planning for retirement extremely easy and something I actually look forward to now.

I would highly recommend to family and friends!

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Susan M
Susan M

Four Stars

✅ Wealthtender Certified Advisor Review™
Rated 4 out of 5
November 4, 2022

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Fantastic rates for a CFP. Awesome guy and extremely helpful with my planning and portfolio.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Joshua H.
Joshua H.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

A solid advisor that takes time to listen to his clients’ needs. Told him the things I like and he tailors the advice.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Verified Client (Per Indyfin - Imported Review)
Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Progress Wealth Management helped develop a plan so my wife and I could retire when we wanted to, early. Blaine was thorough in the questions he asked and made sure our questions were answered. I am happy to say we will go to Progress Wealth for any financial questions we have.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Ryan K.
Ryan K.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

If you want a partner that listens to you, cares about your goals, cares about the people most important to you in your life. And will be there with you, for you, as you progress through the different stages of your financial journey. Then you’re in the right…. No – the best place.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Alvin D.
Alvin D.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

I appreciated my financial advisor’s knowledge and sincerity. I received great service and now have a comfort that my long term investments are protected from todays unpredictable future. Robert E.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Robert E.
Robert E.

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

Blaine at Progress Wealth Management continuously helps me reach my financial goals. He is no nonsense, yet understanding and works with you and your specific financial situation rather than providing overt diatribes on what needs to be done and why you’re a bad person for spending too much money on eating out last month. His goal is to understand motives and attack goals with his financial experience and knowledge without forgetting the personal touch needed of a good fiduciary.

A key quality I value from him is that he is able to provide his own opinion when asked, but is able to remain objective as to the different means of reaching financial goals and provide those me in a clear and concise format.

Some examples of target items he and Progress have assisted my family in:

1. Student Loan management

Finding alternatives loan providers for a refinance to better save money on a month to month basis, and also save over the lifetime of the loan, for a shorter term.

2. Budgeting solutions

How to best use technology to better budget on a month to month basis, and providing objective pro/cons of the solutions available on the market, free or paid. Progress even seeks to partner with some of them to provide low cost access to paid budgeting software to their clientele.

3. Home Purchases

Identifying factoids about the market, and then providing different solutions for buying a home based on the timetable planned to actually buy the home. Whether it be in 2 years, 5 years, or so on. With different factors that come into play depending on changes in the market, this means a lot of different variables, and Progress keeps it very simple and easy to understand.

4. Job assistance

Progress is able to assist with resume and job seeking efforts. They are able to identify and find job offerings to help your bottom line. Budgeting only goes so far, and after that Progress can help you target increasing your overall income to reach projected goals.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Troy D
Troy D