What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Boulder, CO area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Boulder, CO Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Bill Holliday
CFP®, AIF®, CSRIC®™
AIO Financial
Boulder, CO
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Socially Responsible Investing, Tax Planning
Fiduciary Fee-Only Financial Planner serving clients in Los Angeles, Tucson, Boulder, Las Vegas, Lake Oswego (Portland), and Issaquah (Seattle). Specializing in retirement planning and Sustainable, Responsible, Impact investing (ESG Investing).
Steve Nading
CFP®, CPA
Outbound Financial, Inc.
Boulder, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country
Sunit Bhalla
CFP®, M.S. in Personal Financial Planning
OakTree Financial Planning
Fort Collins, CO
Specialties: Comprehensive Financial Planning, Portfolio Management with a focus on diversified portfolios, low costs, and tax-efficiency
Fee-only financial advisor serving engineers in Fort Collins, Colorado and across the country
Matthew Kelley
CFP®, AIF®, AAMS®
Gold Medal Waters, Inc.
Boulder, CO
Specialties: Strategic Planning, Tax-Aware Investing, Asset Protection, Tax Planning, Public Service Loan Forgiveness
We help physicians, and others with high income, achieve better, and more certain outcomes.
Eddie Liang
CFP®
Downshift Financial
Boulder, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Independence
Flat fee-only financial planner specializing in financial independence and early retirement.
Robert Pyle
CFP®, CFA®, AEP®
Diversified Asset Management, Inc.
Boulder, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Retirement Plan for Self Employed, Defined Benefit Plans, Cash Balance Plans
Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country
Steve Zakelj
CFP®
Flatirons Wealth Management
Boulder, CO
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country
Audrey Morrison
CFP®, CDFA®, MBA
Cairn Financial Advisors
Boulder, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Divorce Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Lisa Bayer
CFA®, CFP®
Opus Financial Solutions LLC
Boulder, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner in Boulder, CO, Denver, CO, and Downers Grove, IL--serving clients locally and across the country. Advisory services provided by Opus Financial Solutions LLC, a registered investment advisor.
Gabriel Motta
CFP®, MBA
Inclinevest®
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary & Fee-Only retirement planning & investment management.
Travis Hughes
CFP®, EA
Downshift Financial
Boulder, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Independence,
Flat fee-only financial planner specializing in financial independence and early retirement.
Steven Smith
CFP®, JD
Right Path Investments
Frisco, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Frisco, CO, serving clients locally and across the country
Erica Blake
CFA®, CFP®
Mountain Flower Investments & Planning®
Lafayette, CO
Specialties: Wealth Management, Comprehensive Financial Planning, Solo and Group 401(k) Administration, ESG / Socially Responsible Investing
Fee-Only financial planner serving US clients virtually, regardless of their location
Myra Salzer
CFP®
The Wealth Conservancy, Inc.
Boulder, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country
Dwight Dettloff
CPA/PFS, CFP®
Winding Trail Financial Planning, LLC
Lafayette, CO
Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, Tax Planning, Tax Return Preparation
Fee-Only financial planner located in Lafayette, CO, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
