Step into a new era of wealth management

Join 500+ wealth management CEOs, CIOs, CTOs, COOs, CMOs, and fast-growing financial advisors for an unconventional wealth management retreat in a serene alpine setting.

Morgan Housel

Future Proof is the best finance event that exists, hands down!

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I’ve been raving about it to anyone that will listen! Future Proof is just fantastic!


Decision-makers attending the Future Proof Retreat in Colorado Springs
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Fast-growing financial advisors, wealth management executives, and family offices.
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Pre-scheduled one-to-one introductory meetings
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Breakthru Meetings Satisfaction Rate
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Future Proof Goes Beyond the Numbers

What Attendees Are Saying

Michael Kitces

Chief Financial Planning Nerd,

Breakthru meetings are a breakthrough. . . The pre-vetting and matching effect of the app increased the likelihood of good conversations.

Stephanie Bogan

Founder, Limitless Adviser Coaching

You’re well on your way to making Future Proof an established staple where “the most modern advisors on the planet” meet up to learn and grow together.

Eric Clarke

CEO, Orion Advisor Solutions, Inc.

In the 27 years I’ve been in the industry I’ve never been to a more innovative conference than Future Proof.

Explore A New Era Of Networking

Dive into our Breakthru Hosted Programs at the Future Proof Retreat. Pioneered at the 2023 Future Proof Festival to rave reviews, our tech-enabled Hosted Meetings, Hosted Talks, and Hosted Experiences now come alive amidst the stunning Rocky Mountains. They’re designed to foster meaningful connections, spark insightful discussions, and offer curated group activities.

It’s more than networking; it’s about igniting new business opportunities, cultivating potential partnerships, and building a community in a remarkable retreat setting.

Experience A Retreat Unlike Any Other


All speakers at the Future Proof Retreat are executive-level professionals. They bring real-world insights, not rehearsed pitches. Our format promotes interactive discussions. Attendees share ideas, tackle key issues, and take away practical insights to drive their businesses forward.

Sophistication Meets Adventure

Discover a combination of peer-group content, high-quality one-to-one meetings, and unforgettable indoor and outdoor group activities and experiences at The Broadmoor in Colorado Springs. Escape the norm with this fun, first-class, and five-star retreat unlike any other.

breakthru Meetings program

All Future Proof Retreat attendees will participate in the Breakthru Hosted Meetings Program to make meaningful connections with decision makers and allocators, forge valuable partnerships, maximize ROI and meet their business objectives. Each attendee can join up to 16 Breakthru Meetings, limited only by availability and mutual interest. All meetings are double opt-in (both people agree to meet each other) and held at tables in a dedicated area at the event.


Explore over 50 tailored Breakthru Experiences at the Future Proof Retreat. Using technology, we match attendees based on business needs and personal interests. Enjoy networking dinners, outdoor adventures, indoor activities, and engaging content designed to elevate you personally and professionally.

Where headlines are born

What the Media is Saying

The proof was in the execution this year:

Several thousand advisors, asset managers, content experts & fintech founders. . . [gathered] to create an experience that combined professional development, networking & fun.

This is one of those conferences where the social interaction is as important as the content.

Welcome to Future Proof, billed as “the largest gathering of top-tier wealth management professionals, CEOs, CTOs, [&] COOs. . .”

Future Proof rocked RIAs and the industry for a second year. 

The three-day event, produced by Advisor Circle, . . . wowed crowds, who filled six hotels, and showed its concept evolving into an enterprise.



Join 500+ Wealth Management Execs Building the Future of Wealth

A note from Matt & Josh

In a world where traditional retreats often offer similar experiences, finding the one that truly aligns with your business goals and personal interests can feel like an adventure in itself.

This inspired us to create the Future Proof Retreat, an unconventional retreat that combines Future Proof’s distinctive modern event style with Breakthru, our tech-enabled networking event programs. The result is a unique wealth management retreat unlike any other.

The Future Proof Retreat is curated to not only address the pulse of the industry but to celebrate the diverse interests and lifestyles that enrich our community. At the Retreat, every interaction is designed to spark meaningful connections, whether through business-focused one-to-one meetings or lifestyle-aligned activities and networking experiences. Our goal is to create an engaging environment where professional growth and personal interests seamlessly intertwine.

We’ll see you in the Rockies!

Matt Middleton
CEO, Future Proof

Josh Brown
CEO, Ritholtz Wealth Management


Future Proof Retreat is a unique gathering exclusively for decision-makers in the Wealth Management industry, focused on fostering meaningful business relationships. With premier thought-leadership keynotes and Breakthru networking opportunities, there is no other event in financial services that is comparable.

Future Proof Retreat is attended by over 500 C-suite executives, top financial advisors, and key players in wealth management, all vetted through an application process. For more information, go to our audience page.

Breakthru Hosted Program is a specialized one-on-one meeting and experience platform at Future Proof Retreat, designed for high-value networking and learning. For more information, go to our Breakthru Hosted Programs page.

To get into the Breakthru Program, attendees must apply and be approved, ensuring meaningful interactions with relevant industry professionals.

Yes, Future Proof Retreat offers a multitude of intentional networking meetings, talks, and experiences. Learn more about the full itinerary on our schedule page.

The Future Proof Retreat agenda includes a diverse range of sessions, from keynotes delivered by award-winning talent, to interactive panels focusing on hot topics and the future development of the Wealth Management sector. Learn more on our schedule page.

The event takes place in Colorado Springs, hosted at a Forbes Five-Star, AAA Five-Diamond Resort, offering an unparalleled experience. Learn more on our plan your visit page.

Unlike other events, Future Proof Retreat prioritizes meaningful conversations over traditional vendor booths, omitting a vendor hall. There will be a technology alley available by premier providers and meeting spaces with the Broadmoor Resort’s legendary aesthetic for personalized conversations and presentations. See our list of sponsors here.

Registration for Future Proof Retreat is now closed.

Exclusive hotel rates are available at The Broadmoor for Future Proof Retreat attendees, easily bookable through a link provided post-registration. For more information on the schedule, visit here.