Cascade Financial Management is an investment advisor and broker dealer based in Denver, Colorado with offices located in Denver and Boulder, CO, Dallas/Ft.Worth, TX, Springfield, MO, and Tampa, FL. Additionally, Cascade has a network of affiliate offices from coast to coast.

Denver, CO (Headquarters)

Tampa, FL
Cynthia Ochal

Boulder, CO
Patricia Erickson

Meet the Cascade Team
(See All)

Springfield, MO
Dan Scott

Dallas/Ft. Worth,TX Dave Turner

Cascade in the Community

We take an active role in the communities in which we live, work and play.
In addition to corporate financial contributions and those of our advisors to support community endeavors, Cascade’s employees take active, leadership roles in the service, support and educational agencies in our communities.

Learn More


We take the promise of highly customized and integrated wealth management seriously, and so do our clients. Click below to see if Cascade may be an appropriate home to grow and cultivate your practice.

Learn More