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
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
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
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
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
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.
Daniel Huffman
ChFC®, Candidate for CFP® Certification
Cornerstone Financial Planning LLC
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Planning, Tax Planning, Real Estate Investing, Factor-based Investment Strategies
Fee-Only financial planner with flat-fee service offerings located in Colorado Springs, CO, serving clients locally and across the country
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
A Fee-Only CFP® Professional living and located in Longmont, CO, serving those looking for highly qualified objective financial planning.
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
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.
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.
Dwight Dettloff
CPA/PFS, CFP®
Winding Trail Financial Planning
Lafayette, CO
Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, Tax Planning, Tax Return Preparation
Create A Retirement You Can Count On. Ready to retire in the next 5 years? Let's turn your savings into reliable retirement income.
Dustin Bell
MBA
Reflective Financial
Denver, CO
Specialties: Comprehensive Financial Planning, Investment Advice, Cashflow & Budgeting, Savings Strategies: Retirement/College, Tax Planning, Risk Management
Hourly financial planner in Denver, serving clients nationwide. I help Do-It-Yourself Investors do even more.
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.
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
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
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
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
Richard "Skip" Fleming
CFP®
LS Financial Planning
Colorado Springs, CO
Specialties: Military & Federal Benefits Advice, Special Needs Planning, Investment Advice, Tax Planning, Broad-based Financial Planning
NOT ACCEPTING NEW CLIENTS
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
Brett R. Polzin
CFP®, EA
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
Tax-optimized financial planning and investment management for small business owners, retirement-focused couples, and rising professionals. Virtual and in-person meetings with locations in Greenwood Village and Parker.
Megan Kanter
CFP®
Moneta
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
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 and Taxes to Help You Create the Life You Envision.
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...
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
Kyle Simmons
CFP®, CRPC™®
Simmons Investment Management
Erie, CO
Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, Tax Planning
Trusted Financial Planning Aligned With What Matters Most
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
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
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
Cameron Willcox
CFP®, EA
Willcox Wealth Planning
Denver, CO
Specialties: Comprehensive Financial Planning, Investment Management, Cash Flow Planning, Tax Planning, Estate Planning, Insurance Analysis
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
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!
Jim Barnum
CFP®
Bright Road Wealth Management
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
Matthew Elliott
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management and Insurance Planning, Estate Planning
Your Lifelong Financial Thinking Partner. Serving Denver, the Colorado Front Range, and Virtually Nationwide Since 1995.
Lucas Casarez
CFP®
Level Up Financial Planning, LLC
Timnath, CO
Specialties: Comprehensive Financial Planning, Restricted Stock Units, Tax Planning, Prioritizing Goals, Debt Management, Stock Option Strategies, Investment Management, College Education Planning, Tax Filing, Combining Finances
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
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.
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
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.
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
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
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
Lauren Williams
CFP®
TCI Wealth Advisors
Denver, CO
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
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
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
Jeffrey Holben
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
Ryan Halvorson
CFP®
TCI Wealth Advisors
Denver, CO
Specialties: Financial Education, Cash Flow Strategy, Investment Strategy, Financial Freedom, Tax Planning, Estate Planning, Wealth Management, Retirement Plans
TCI has been providing Wealth Management Services, Customized Financial Planning, Estate & Insurance Planning, Tax Planning, Cash Flow & Life Strategy Services and even Financial Education for over 30 years and counting.
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
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
Betty Wang
CFP®, RICP®
BW Financial Planning
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning
We help women retire with confidence and clarity. Success for women is not just measured by numbers, but by the quality of our lives and the balance we create.
Zack Gutches
CFP®, CPA
True Riches Financial Planning
Denver, CO
Specialties: Comprehensive Financial Planning, Equity Compensation, Student Loan Strategy, Investment Management, Tax Preparation / Filing, College Education Planning, Tax Planning, Employer Benefits Optimization, Estate Plans
Flat-Fee Financial Planner & Tax Preparer specializing in helping $250k+ earning Christian professionals and families in their 30s - 50's
Julie McDaniel
CFP®
IMPACTfolio®
Denver, CO
Specialties: Holistic Financial Planning, College Education Planning, Cash Flow Planning, Tax Planning, Wealth Management, Investment Management, Environmental, Social, and Governance (ESG) Investing
Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.
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.
Jacob Milder
CFP®, ChFC®, EA
Oak Street Investment Advisors, LLC
Greenwood Village, CO
Specialties: Reducing Advisor Fees for High-Net Worth Clients, Investment Management, Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Tax Preparation, Equity Compensation (RSUs, ISOs, etc.)
Flat-fee financial planning, investment management, tax planning, and tax preparation on the first $2MM of managed assets! Denver and web-based meetings. Schedule your complimentary meeting today!
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
Holly Pickens
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
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
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
Eric Courage
CFA®, CFP®, CAIA®
MARGIN
Greenwood Village, CO
Specialties: Wealth Management, Tax Minimization Strategies, Equity Compensation, Retirement Planning, Investment Management
Wealth Management & Tax Minimization Planning for Corporate Executives and Ultra High Income Professionals
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
Josh Radman
EA, MBA
Presidio Advisors LLC
Denver, CO
Specialties: Tax Planning & Optimization, Equity Compensation, Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock Units, Alternative Minimum Tax (AMT), Regret Minimization
Helping Millennials with Tax Strategy and Equity Compensation for a Flat Fee
David A. Evans, PhD
Se Habla Español
Campus Financial Partners
Longmont, CO
Specialties: Student Loans and Debt Management, Tax Return Preparation, Retirement Income Planning, Proactive Tax Planning, Investment Advice, Comprehensive Financial Planning, Risk Management, Trust Analysis, Cash Flow Planning
We are Campus Financial Partners! We are the greatest (reputation) good you are ever gonna get!
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.
Leyder "Aiden" Murillo
CFP®, AWMA™, SE-AWMA™, 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, Tax Planning/Optimization Strategies
Fee-Only financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.
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
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
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.
Scott Arnold
CFP®
IMPACTfolio®
Denver, CO
Specialties: Wealth Management, Holistic Financial Planning, Investment Management, Retirement Income Planning, Tax Planning
At IMPACTfolio®, we believe that sustainability is not optional. Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.
Rachel Seaton
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
Matt Smith
CFA
Opus Financial Solutions
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Goal-Setting and Accountability, Financial Decision-Making and Psychology, Investment Management, Financial Wellness Education, College Education Planning, Backdoor Roth Conversions, Tax Planning, Risk Management, Small Business Retirement Plans, Tax-Loss Harvesting
We Integrate Financial Planning, Investment Management and Taxes to Help You Create the Life You Envision.
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).
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
Mary Alpers
CFP®, EA, MBA
Robertson Stephens
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Preparation, Small Business Planning, Real Estate Analysis, Charitable Planning, Insurance Reviews, Estate Planning
Privately-held, boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions serving Monument, Colorado Springs, Castle Rock and Parker, CO
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
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.
Robert Persichitte
Delagify Financial
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation
Fee-Only financial planner located in Arvada, CO, serving clients locally and across the country
Stephanie McElheny
CFP®, EA, CMSA®, ChSNC®™, PFPS™, CFC®™
Aspen Wealth Planning
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Special Needs, Inheritances, Legacy Planning, Charitable Giving
Fee-Only financial advisor located in the Denver Metro Area, serving clients not only locally, but across the country.
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
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
Rene Bruer
CFP®, MBA
Smith Bruer
Colorado Springs, CO
Specialties: Wealth Management, Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning
You deserve clear, unbiased financial advice that puts your goals front and center. We are fiduciary, fee-only financial advisors who partner with our clients in their financial planning and investment journey.
Rebecca Kennedy
CFP®
IMPACTfolio®
Denver, CO
Specialties: Comprehensive Financial Planning, Environmental, Social & Governance Investing, Retirement Planning, Tax Planning, Investment Management
At IMPACTfolio®, we believe that sustainability is not optional. Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.
Erik Baskin
CFP®, CEPA®, MQFP®
Baskin Financial Planning
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Risk Management, Cash Flow and Debt Planning
Fee-Only financial planner serving clients locally and across the country with comprehensive financial planning and investment management.
Jonathan Skorich
APMA™, CEPA®, CAP®
COAH Financial
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Business Exit Planning, Tax Planning, Philanthropic, Wealth Transfer and Estate Planning, Private Equity, Legacy Planning (Estate & Philanthropy)
Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country
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.
Jayson Owens
CFP®
Bright Road Wealth Management
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
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
Patricia P. Parker
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
Beth Bruer
Smith Bruer
Colorado Springs, CO
Specialties: Wealth Management, Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning
You deserve clear, unbiased financial advice that puts your goals front and center. We are fiduciary, fee-only financial advisors who partner with our clients in their financial planning and investment journey.
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)
