Jack York

Founding Advisor, RIA

President, York Asset Management

Jack York, a founding advisor with RIA, and the president of York Asset Management has been working in financial advising since 1982. Throughout his 42+ year career, he has consistently helped clients achieve their personal and financial goals in retirement. His process guides clients in planning effectively, investing wisely, and mapping their finances realistically.

After graduating from Western State College with a degree in Business Administration, Jack began his career as a financial advisor and never looked back. He typically serves individuals and families, focusing on clients who are nearing the critical inflection point of reaching retirement age (or already enjoying retirement)! Typically, these clients have healthy retirement savings but may need a partner in creating a strategy that blends a variety of investment products to help them take full advantage of their retirement nest egg while minimizing their risk exposure.

Jack enjoys being able to leverage his experience and sophisticated technology to help clients measure, understand, and mitigate key portfolio risks, including market risk, inflation risk, and longevity risk.

When he’s not in the office, Jack and his wife, Ellen, enjoy exploring Colorado’s numerous hiking trails and various snowshoeing opportunities. In addition, Jack loves upland bird hunting with his two English Setters. When he’s not taking advantage of Colorado’s great outdoor opportunities, Jack enjoys giving back to his local community – most recently, he served on the board for Cheyenne Village, a non-profit organization serving adults with developmental disabilities.

Jack.York@RIAGroups.com
Office: (719) 960-0960
Direct: (719) 960-0972