We believe in a different kind of wealth management — one that starts with understanding the whole of who you are, so we can help you achieve your financial and personal goals.

For 35+ years, our mission has been to deliver solutions to help all of our clients meet their financial and personal objectives. Today, Formative brings that same conviction together with modern technology and a full team of specialists to serve every dimension of your financial life.

Find the right advisor for you

We have highly qualified advisors in every region of the country. Read more to find an advisor that matches with your needs.

AFC®, CFP®, EA

MBA, MS, CFP®, AIF®, PPC®, CRPC™, CFSLA, Financial Life Architect, Investment News ESG/Responsible Investing Advisor of the Year, Winner 2025

Our Leadership team

Our leadership team reflects longevity, future-oriented thinking, investment acumen, and a commitment to investing for both purpose and profit.

Chief Investment Officer, Board Member

Kathleen J. Lewis

Chief Compliance Officer

Chief Executive Officer

Start your journey with Formative

Connect with a Formative advisor who can help you achieve what matters most to you.

Connect with an Advisor

DBA of First Affirmative Financial Network, LLC
Registered Investment Advisor | SEC# 801-56587
Colorado Springs, CO
Certified B Corporation

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