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Pro Insights

Lotus Group Advisors:
Making Life Count

LotusGroup Advisors helps clients build financial foundations to pursue passions and live an inspired life. 

By Richard Laliberte


FROM THE BEGINNING, LotusGroup Advisors aimed to be different. The financial services firm wouldn’t base its business on name recognition, specific strategies, or particular instruments. “We start with understanding who clients are as human beings,” says Managing Partner and Founder Raphael Martorello. “What makes you tick, what your hot buttons are, and what you think is important in life. Then we build financial plans and choose investment strategies that fit you personally.” 


Started 22 years ago in a home office with a single client, LotusGroup now occupies its custom-designed building in the South Gaylord Street Business District and manages approximately a half billion dollars for more than 500 clients and investors, as of December 31, 2025. “We’re a boutique firm, and each advisor has a limited number of clients so we can make sure we’re doing everything we can for each one,” says Partner and Senior Advisor Nick Pirnack. MyDenver sat down with Martorello and Pirnack to learn more about their tailored approach and how it supports clients’ financial decision-making.


What do clients experience when visiting you?
Martorello: We work—and a lot of us live— in the community we serve, so we’re readily accessible. Our building is professional yet warm. We can gather in our “living room” lobby, meet in a conference room or come visit you in person. It’s all about your preferences, not ours.


Pirnack: We want clients to feel like they’re visiting a good friend’s house, which helps them feel comfortable talking with us.


How does personally understanding clients help them?
Pirnack: Learning about your relationship with money, your personal goals in life, how you want your kids to think of money, or even your financial memories and frustrations helps us be better advisors. For example, if your parents lost their home, and you hate debt, the typical financial industry answers may not be best for you.


Martorello: Our logo features upwardfacing lotus leaves that represent support and stability. The flame above represents pursuing what you’re passionate about in life. We strive to help clients feel financially comfortable so they can go after what’s important to them.


Who are your clients?
Martorello: They reflect our neighborhood and include executives, business owners, healthcare professionals, and retirees. A client might be a business leader building a team to achieve a vision. Or a client might be a career-oriented person balancing their time with also being a good parent and spouse. We’re taking important financial responsibilities off their plates to give them space to breathe, dream, and live meaningful lives.


What distinguishes your services?
Pirnack: In addition to the warmth of our crew, we have in-house public and private investment teams that put together customized portfolios. With highly trained and experienced managers performing these specialized roles, advisors can spend all their time directly servicing clients.


Martorello: We offer professional investment strategies that historically have been available primarily to ultrahigh-net-worth investors, delivered warmly and locally right in your neighborhood.


This is a paid advertisement. LotusGroup Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. All investment strategies involve risk, including the potential loss of principal. Statements herein are for informational purposes only and do not constitute investment advice. Asset and client figures are approximate and as of December 31, 2025.


Photo: Raphael Martorello, Managing Partner and Founder, and Nick Pirnack, Partner and Senior Advisor
Photograph by Maithili Anantpur 

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