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 Colorado 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".
Select a city to refine your search:
- Arvada, CO
- Aspen, CO
- Aurora, CO
- Basalt, CO
- Boulder, CO
- Broomfield, CO
- Carbondale, CO
- Castle Rock, CO
- Centennial, CO
- Cherry Hills Village, CO
- Colorado Springs, CO
- Denver, CO
- Durango, CO
- Englewood, CO
- Erie, CO
- Fort Collins, CO
- Fort Morgan, CO
- Frisco, CO
- Glenwood Springs, CO
- Golden, CO
- Grand Junction, CO
- Greeley, CO
Every Colorado Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Kevin Shuller
CFA®, CFP®
Cedar Peak Wealth Advisors
Denver, CO
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Retirement Income Planning, Tax Planning
Your Financial Yoda - A boutique advisory firm in Denver, CO providing Investment Management and Financial Planning for growing families
Juan Guevara
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Marc Jimenez
CFA® CFP®
CAM Investor Solutions
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Strategies, Investment Management, Executive Stock and Option Compensation, Tax Planning, Business Succession Planning
We are a fee-only financial planning firm with offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we serve clients around the country.
Raquel Hinman
CFP®, CDFA®
Hinman Financial Planning
Erie, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Erie, CO, serving clients locally and across the country
Derek Holman
CFP®, AIF®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Paul Staib
CFP®, MBA, RICP®
Staib Financial Planning, LLC
Lone Tree, CO
Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Investment Management, Social Security Income Planning, Tax Planning
Fee-Only Financial Advisor serving the greater Highlands Ranch | Littleton | Denver | Parker | Aurora, CO
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
Tom Nguyen
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Daniel Yerger
MBA, CFP®, ChFC®, AIF®
MY Wealth Planners
Longmont, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Employer Benefits Planning, Tax Planning
The only Fee-Only CFP® Professional living and located in Longmont, CO, serving those looking for highly qualified objective financial planning.
Sheri Conklin
MBA, CFP®
Conklin Financial Planning
Thornton, CO
Specialties: Hourly, As Needed Financial Planning, Retirement Income Planning, Tax Planning, Money Coaching, Retirement Planning, Non-Financial Retirement Coaching
Fee-Only financial planner located in Thornton, CO, serving clients locally and across the country
Rachel King
ChFC®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Will Brennan
CFA, CFP®
Park Hill Financial Planning & Investment Management
Denver, CO
Specialties: Tax Planning, Equity-Based Compensation, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Investment Management
Fee-Only financial planner located in Denver's Park Hill neighborhood, we serve clients locally and virtually nationwide.
Leyder "Aiden" Murillo
MBA
Wolfpack Wealth Management
Denver, 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
Fee-Only financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.
Daniel Huffman
Candidate for CFP® Certification
Cornerstone Financial Planning LLC
Colorado Springs, CO
Specialties: Create Your Ideal Life Now, Roadmap to Financial Freedom, Investment Plans for Early Retirement, Factor-based Investment Strategies, Real Estate Investing, Tax Planning, Insurance Planning & Risk Mitigation, Estate Planning, Charitable Giving
Fee-Only financial planner with flat-fee service offerings located in Colorado Springs, CO, serving clients locally and across the country
Susan Strasbaugh
CFP®, EA, AIF®
Buckingham Strategic Wealth
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate planning
Forever standing on the side of our clients.
Jacob Milder
CFP®, ChFC®
Oak Street Investments, LLC
Greenwood Village, CO
Specialties: Reducing Advisor Fees for High-Net Worth Clients, Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning
We meet with local clients in the Denver Tech Center and virtually for clients across the United States.
Steve Cruice
CPA, CFP®
Simply Steward
Highlands Ranch, CO
Specialties: Comprehensive Financial Planning, Tax Planning and Preparation, Investment Management and Advice, Small Business Planning, Retirement Income Planning
Tax-Focused, Stewardship-Minded, Fee-Only Fiduciary Advice - Serving clients in the Denver Metro Area and Virtually Across the Country
Lucas Casarez
CFP®
Level Up Financial Planning, LLC
Timnath, CO
Specialties: Comprehensive Financial Planning, Prioritizing Goals, Debt Management, Investment Management, College Education Planning, Tax Planning, Stock Option Strategies
Fee-Only financial planner specializing in Gen X & Y, Tech Employees, and Growing Families. Located in Timnath, CO, serving clients locally and across the country by virtual meetings
Julie McDaniel
CFP®
IMPACTfolio®
Denver, CO
Specialties: Environmental, Social, and Governance (ESG) Investing, Holistic Financial Planning, Tax Planning, College Education Planning, Cash Flow Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Jim Barnum
Bright Road Wealth Management, LLC
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Gregory Wells
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Arlen Olberding
MBA, CFP®
Guidepost Financial Planning, LLC
Fort Collins, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Fort Collins, CO, serving clients locally and across the country
DeDe Jones
CPA, CFP®
Innovative Financial, LLC
Lakewood, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lakewood, 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
Aaron Milledge
CFP®, MBA
Targeted Wealth Solutions
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country
Paul Carriere
CFP®
Carriere Financial Planning
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Small Business Planning, Equity Compensation
Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country
Christina Ferrer
CFP®
Be Your Best Financial
Littleton, CO
Specialties: Comprehensive Financial Planning, Financial Planning for Couples, Financial Planning for Women, Financial Education and Literacy, Retirement Income Planning, Small Business Retirement Planning, Budgeting
Financial Planning the way it should be. Local in Colorado (Littleton), virtual (anywhere), on your schedule, to meet your needs.
Michael McGrath
MS, CFP®, CLU®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Audrey Morrison
CFP®, CDFA®, MBA
Cairn Financial Advisors
Denver, 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
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
Jon Moore
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Brian Parker
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Sara Gardner
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Trent Porter
CFP®, CPA
Priority Financial Partners
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Meet your partner for a better, more secure financial future...
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.
Gabriel Motta
CFP®, MBA
Inclinevest®
Golden, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary & Fee-Only retirement planning & investment management.
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
Brett Polzin
CFP®
Eight Peaks Wealth Management
Parker, CO
Specialties: Comprehensive Financial Planning, Establishing Financial Goals, Wealth Accumulation & Investment Planning, Tax Planning, Risk Management, Education Planning, Budget & Cash Flow Planning, Retirement Planning, Legacy & Estate Planning
Fee-Only financial planner located in Parker, CO, serving clients locally 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.
Adam Van Wert
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, 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
Richard "Skip" Fleming
CFP®
Lodestar Financial Planning
Colorado Springs, CO
Specialties: Military & Federal Benefits Advice, Special Needs Planning, Investment Advice, Tax Planning, Broad-based Financial Planning
Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country
Stephanie McElheny
CFP®, EA, CMSA®, ChSNC®™, PFPS™, CFC®™
Aspen Wealth Strategies
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Special Needs
Fee-Only financial planner located in the Denver Metro Area, serving clients not only locally, but across the country.
Rebecca Kennedy
CFP®
IMPACTfolio®
Denver, CO
Specialties: Comprehensive Financial Planning, Environmental, Social & Governance Investing, Retirement Planning, Tax Planning, Investment Management
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Justin Arnold
CFP®, RICP®
WashPark Capital
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Guy Holman
CFP®
TCI Wealth Advisors
Denver, CO
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
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
Eric Walters
CFA®, CFP®
Summit Hill Wealth Management
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Exit Planning for Business Owners, Executive Compensation
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
Jayson Owens
CFP®
Bright Road Wealth Management, LLC
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner with offices in Anchorage, AK, Denver, CO, and Tacoma, WA, serving clients locally and virtually
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
Linda Leitz
PhD, CFP®, EA, CDFA®
Peace of Mind Financial Planning, Inc.
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country
Dustin Bell
MBA
Reflective Financial
Highlands Ranch, CO
Specialties: Comprehensive Financial Planning, Investment Advice, Cashflow & Budgeting, Savings Strategies: Retirement/College, Tax Planning, Risk Management
Fee-Only financial planner in Highlands Ranch, CO, offering financial planning and investment advice to clients locally and nationwide.
Chuck Bautista
MBA, CRPC®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
David Eads
CFP®
Vital Investment Management
Loveland, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Loveland, CO, serving clients locally and across the country
Michelle Francis
Life Story Financial
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Financial Advice
Fee-Only Financial Advisor for Women
Reuben J. Brauer
CFP®
Cornerstone Financial Group, LLC
Denver, CO
Specialties: Investment Advice, Preparing for Retirement, Retirement Income Planning, Comprehensive Financial Planning, Tax Planning
A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place
David Fulton
CFP®, ChFC®
Lodestar Financial Planning
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country
Eric Courage
CFA®, CFP®, CAIA®
MARGIN
Greenwood Village, CO
Specialties: Your problems we specialize in:, Which accounts should I withdraw or invest into first to lower my taxes? What’s a Mega Backdoor Roth or Backdoor Roth? How do I harvest large gains, or create losses to lower my overall taxes? What are the tax benefits of converting to a Roth IRA?, What are my trade-offs for paying off my mortgage? Like tax implications, my rates versus projected investment returns, portfolio withdrawals, cash on hand, and how I feel about debt?, How much can I withdraw from my portfolio without running out of money? What specific and individual factors will impact my personal withdrawal rate?, You have a CPA. Sure, they put all your numbers in boxes, but you need proactive planning and an overall strategy to minimize taxes. You don’t only need help for your business; you need help for your personal taxes too. It would be nice if someone would call you back.
We service clients in Cherry Creek, Glendale, and Denver, CO and virtually throughout the United States.
Megan Kanter
CFP®
Moneta Group
Denver, CO
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Ryan Serrecchia
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Scott Arnold
CFP®
IMPACTfolio®
Denver, CO
Specialties: Environmental, Social, and Governance (ESG), IMPACT Investment Management, Holistic Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Jane Young
CFP®, EA, MBA
More than Your Money, Inc.
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Preparation, Tax Planning, Transition into Retirement, Financial Education
Fee-Only Financial Planner Located in Colorado Springs, CO and Serving Clients Nationwide
Ethan Pace
CFP®, CMFC®
The Retirement Planning Group
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Management, Estate Planning, Tax Return Prep & Planning, Rebalancing
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Rene Bruer
CFP®, MBA
Smith Bruer Advisors
Colorado Springs, CO
Specialties: Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Colorado Springs, Colorado serving clients locally and across the country
Brian Littlejohn
MBA, CFP®, CFA®
Sherwood Wealth Management
Basalt, CO
Specialties: Comprehensive Financial Planning, Investment Management, Charitable Giving & Gifting Strategies, Family Legacy Planning
Personalized Financial Advice You Can Trust
Lauren Williams
CFP®
TCI Wealth Advisors
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Nick Hatfield
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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.
Jennifer Litsas
CFP®
Moneta
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
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.
Jason Speciner
CFP®, EA
Financial Planning Fort Collins
Fort Collins, CO
Specialties: Our Modern Process Includes:, Financial Planning,, Investment Management,, and Income Tax Preparation.
Financial planning, investment management, and income tax preparation as one comprehensive approach.
Kyle Simmons
CRPC®
Simmons Investment Management
Broomfield, CO
Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, Tax Planning
Trusted Financial Advice for Engineers and Tech Professionals
John Henry
Ph.D
Story Makers Investment Advisors
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Risk Management
Personalized Investment Advising & Financial Planning with Flexible Fee Options. Located in Denver, CO serving clients everywhere.
Mary Alpers
CFP®, EA, MBA
Three Points Financial
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only, Tax Focused Financial Planning - Serving Monument, Colorado Springs, Castle Rock and Parker
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).
Kyle Kues
MBA, CFP®
Snowcap Financial
Castle Rock, CO
Specialties: Values-based Financial Planning, Investment Management, College Education Planning, Tax Planning - Leave Government No Tips!, Retirement Planning
Our first meeting is us talking about your values around money. We use those values to drive our planning process. It's not about numbers and doing what we think is right, it is all about doing what is right for YOU! Our whole process is done virtually, we meet you where you are!
Andy Thomas
CFP®, CPA
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Tim Sample
CFP®, MBA
Sample Financial Solutions, LLC
Aurora, CO
Specialties: Comprehensive Financial Planning, Real Estate Investing, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Aurora, CO, serving clients locally and across the country
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
Bill Stordahl
CFP®
Stordahl Capital Management
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
Jill Isbell
CFP®
Creative Financial Services
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country
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
Matthew Elliott
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Betty Wang
CFP®
BW Financial Planning
Denver, CO
Specialties: Women's Finances, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Greenwood Village, CO, serving clients in the Denver Metro Area and across the country
Justin Soucie
CFP®
G&S Capital
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Justin Pritchard
CFP®, PPC®, RMA®, MBA
Approach Financial, Inc.
Montrose, CO
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k) Plans for Small Business
Fee-Only financial planner located in Montrose, CO, serving clients locally and across the country
Liz Cady
CFA®
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Refine Your Search
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)
