Fee-Only Financial Planners in Greenwood Village, CO

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Greenwood Village, CO:

Paul Staib

CFP®, MBA

Staib Financial Planning, LLC

Greenwood Village, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the greater Highlands Ranch | Littleton | Denver | Aurora CO

Sean Curley

CFP®

Retirement Planning Specialists, LLC

Greenwood Village, CO

Specialties: Pre-retirement & Retirement Transition Planning, Retirement Income & Distribution Planning, Comprehensive Wealth Management, Evidence-based Investment Management, Comprehensive Financial Planning

Bob Morrison

CFP®, CPA/PFS

Downing Street Wealth Management

Greenwood Village, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Serving Clients Across the Country from Offices in CO and TX

Jacob Milder

CFP®

Oak Street Investment Advisors, LLC

Greenwood Village, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planning and Investment Management firm serving Denver and the surrounding suburbs in person, and nationally via the web.

  • 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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