Amy Mahlen, CFP®, CDFA®


Amy Mahlen, CFP®, CDFA® is an independent wealth manager who has been servicing families in the investment management and financial planning industry since 1998.  Most of her experience was acquired while working at Marathon Investment Management, Inc. where she experienced every aspect of the business from receptionist to financial advisor, and assisted in managing over $80 million in client assets.  In June 2015, Amy founded A.M. Financial where she works with individuals and couples who are facing challenging financial decisions during the divorce process.  With compassion and patience, Amy focuses on her client's unique priorities to build a financial road map that provides clarity to make informed decisions today regarding the future.  This work empowers clients to build a strong foundation for healing and recovery.

As a Colorado native, Amy graduated with an undergraduate degree in Finance from the Metropolitan State University of Denver with a concentration in financial planning in 2005.  Shortly thereafter, Amy earned the right to use the CFP® mark of distinction in 2006. After experiencing a divorce first hand herself as a financial professional, she subsequently obtained her Certified Divorce Financial Analyst® certification in order to offer more value in the unique, complex and underserved field of divorce settlement planning.

Amy is an active member in the Colorado Collaborative Divorce Professionals organization.  She participates in two local collaborative law practice groups, South Denver Collaborative Professionals and serves as the treasurer of the Denver Source for Collaborative Divorce.  She actively manages a separate wealth management practice with WealthSource Partners where she continues to support clients in need with post-divorce services.  Amy is not a licensed attorney and does not provide legal advice.


When away from work Amy stays busy with all the beauty Colorado has to offer; training and participating in mudruns or triathlons, skiing, camping, hiking, and spending time with her most prized treasures, her three children.


Disclosures: A.M. Financial provides supporting financial information, evaluation and analysis to be utilized by the client and the client's selected attorney if directed, during the process of their divorce.  Services provided in regards to this agreement are solely fee-only and do not involve investment or security advice or insurance transactions.  All information is financial in nature and should not be construed or relied upon as legal or tax advice.  A.M. Financial IS NOT AN ATTORNEY AND DOES NOT PROVIDE LEGAL OR TAX ADVICE.  Individuals are encouraged to seek competent legal and tax advice from professionals who specialize in divorce and tax laws in their respective state.

Investment advisory services offered through WealthSource Partners, LLC ("WSP"), a registered investment adviser.  Amy Mahlen (CRD #4692263) is an Investment Adviser Representative of WSP.  Registration with the U.S. Securities and Exchange Commission does not imply any certain level of skill or training.The statements and opinions expressed by A.M. Financial are those of Amy Mahlen and do not represent the views and/or opinions of WealthSource Partners, LLC ("WealthSource") or any other associated or affiliated person of WealthSource. Furthermore, the statements and opinions expressed are for informational and educational purposes only and should not be construed as legal, tax, accounting or investment advice. All statements and opinions are current only as of the time made and are subject to change without notice.  A.M. Financial and WSP are independent and unaffiliated entities.

This website is a publication of A.M. Financial. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.