Chad G. Young
Partnering with you to achieve your financial life goals | Fee Only Planner
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Serving Clients Nationwide
Partnering with you to achieve your financial life goals | Fee Only Planner
Areas of Focus
- Budgeting
- Cash Flow
- Education Funding
- Estate Planning
- Financial Life Planning
- Inherited Wealth
- Insurance
- Investment Management
- Medicare / IRMAA Planning
- Owning a Business
- Retirement Planning
- Taxes
About Chad G. Young
Hi, I’m Chad Young, Founder, Lead Planner, and Chief “Life-Goal” Architect at Young Wealth Partners.Most financial advice feels disconnected from reality—filled with confusing jargon and impersonal benchmarks. But your life in Boulder County isn’t a neat pie chart; it’s a complex mix of business, family, and future goals. You deserve a financial advisor in Lafayette, Colorado who understands the chaos of “real life” and builds a plan that actually fits it.
Understanding the “Sandwich Generation”
If you feel squeezed between funding your children’s 529 plans and helping aging parents navigate Medicare and RMDs, you aren’t alone. I don’t just understand this pressure theoretically; I live it. My wife and I are raising three children right here in Colorado while simultaneously supporting our own parents through their later years. I know that money is emotional fuel for your family’s future, and my role is to help you carry that load so you can focus on what matters most.
Why Trust the Process?
My advice isn’t just academic; it was forged in the trenches of entrepreneurship. For 16 years, I served as President of The Young Insurance Group in Lafayette, CO, building it from the ground up into a successful operation before exiting in 2022.
▪️ For Professionals: I transitioned from protecting assets (Insurance) to planning for “what’s next” because I saw a need for strategic partners, not product salespeople.
▪️ For Business Owners: I apply my firsthand experience in scaling and exit planning to help you build wealth both inside and outside your company.
We believe in a partnership rooted in clarity, not complexity.
Our Philosophy:
▪️ Approachable: Planning takes discipline, but it shouldn’t be painful. We handle the heavy lifting.
▪️ Transparent: We operate with a clear fee structure and fiduciary advice that places your interests first.
▪️ Resilient: Life isn’t linear. We plan for the worst but build for the best, helping you navigate every up and down.
Off the Clock
When I’m not analyzing cash flows, you can find me on the tennis court, riding my gravel bike, or hiking the beautiful foothills of Boulder County with my wife and kids.
Your Next Step: I’ve been where you are, and I know how busy life gets. Let’s ensure your money is working as hard as you do.
Affiliations
- XY Planning Network
Primary Location
2770 Arapahoe Rd, Suite 132, Lafayette, CO 80026
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your complimentary intro call. This call is a low-pressure, welcoming conversation. We simply discuss your current financial situation, your needs, and your goals. It is an opportunity to see if our partnership model is the right match for your needs without any obligation. I look forward to speaking with you.Offers Investment Management
Yes
About Young Wealth Partners
At Young Wealth Partners, we believe you shouldn’t have to spend your limited free time stressing over spreadsheets. We serve as your fiduciary partner in Lafayette, CO, handling the complexity of planning and implementation for you. Our goal is to empower you to pursue your financial objectives with clarity and confidence.Who We Serve
We specialize in comprehensive wealth management for two distinct groups in the Lafayette and Boulder County area:
✔️ The "Sandwich Generation" (Generation X & Millennials)
We support professionals (typically in their 40s to 50s) facing the unique pressure of balancing three competing financial priorities:
▪️ Supporting Growing Children: Strategies for 529 College Savings, tuition planning, and launching them into adulthood.
▪️ Caring for Aging Parents: Guidance on elder care costs, Social Security, and inheritance planning.
▪️ Securing Your Own Retirement: Building accumulation and income strategies so you don't get left behind.
✔️ Business & Insurance Agency Owners
We provide a focused approach for owners who need to navigate business cash flow, tax efficiency, and exit planning.
Insurance Agency Specialization: We offer deep expertise for Insurance Agency Owners, helping you navigate variable compensation structures, bonus planning, and unique retirement options beyond the standard 401(k).
A Partnership Built on Trust
We distinguish ourselves through a collaborative approach. We work alongside you as teammates, utilizing modern tools to simplify your financial picture. This helps you track your progress without confusion.
Our Fiduciary Commitment
As a Registered Investment Advisor (RIA), we are legally bound to act in your best interest.
▪️ Integrity: We strive to do the right thing, even when it is hard.
▪️ Empathy: We approach every relationship understanding your unique situation.
▪️ Approachable: We offer guidance without pressure or jargon.
Ready to stop juggling and start living? Let’s discuss your cash flow, retirement needs, and life goals.
Education
Eastern Illinois University, Bachelor's of Science, Finance and Investments
Hobbies and Interests
- Cycling
- Family
- Hiking
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Caregivers
- Entrepreneurs
- Intergenerational Families
- Living in Retirement
- Parents
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