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
Lisa Bayer
CFA®, CFP®
Opus Financial Solutions
Boulder, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We Integrate Financial Planning, Investment Management, Tax Planning + Tax Preparation to Help You Create the Life You Envision.
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.
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
Christopher Bahnsen
MS, CLU®, MPAS™
Montgomery Financial Planning, LLC
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Hourly Financial Planning, Insurance Review, Estate Review and Planning
Montgomery Financial Planning offers practical, personal financial planning built for real life. Transparent, reliable support. No jargon. Just honest guidance and smart strategies.
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
Dwight Dettloff
CPA/PFS, CFP®, RICP®
Winding Trail Financial Planning
Lafayette, CO
Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, Tax Planning, Tax Return Preparation
Ready to retire in the next 5 years? Let's turn your savings into reliable retirement income.
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
David Robinson
AFC®, MQFP®
Best Life Financial Planning, LLC
Longmont, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
While I work with all types of clients, my absolute favorite ones are “early” retirees from the FIRE community. I believe that life is short and that money should be used as a tool to maximize lifetime happiness and contentment.
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).
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.
Kyle Simmons
CFP®, CRPC™®™®
Simmons Investment Management
Louisville, CO
Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, Tax Planning
Trusted Financial Planning Aligned With What Matters Most
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.
Daniel Yerger
PhD, MBA, CFP®, ChFC®, AIF®
MY Wealth Planners
Longmont, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Employer Benefits Planning, Tax Planning
Longmont's first fee-only CFP® Professional, offering comprehensive financial planning and investment for Longmont's accomplished professionals.
Leyder 'Aiden' Murillo
CFP®, AWMA™, SE-AWMA™, MBA
Wolfpack Wealth Management
Boulder, CO
Specialties: Ongoing Financial Planning, Hourly Financial Planning (Project-Based), Hourly Financial Consultations (For DIYers), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, Cash Flow & Debt Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis, Tax Planning/Optimization Strategies
Fee-only fiduciary financial planner offering a flat-fee model for personalized financial planning and wealth management in Los Angeles and Denver, available virtually nationwide.
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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)
