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".
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Every Colorado Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
Eric Courage
CFA®, CFP®, CAIA®
MARGIN
Denver, CO
Specialties: Executive Compensation Planning, RSU Planning, Stock Option Planning (ISOs and NSOs), Concentrated Stock Strategies, 83(b) Election Planning, Equity Compensation Tax Planning, Multi-State Tax Planning, Roth Conversion Planning, Charitable Giving and QCD Strategy, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Cross-Border and Expat Tax Planning
In-depth comprehensive financial planning and deep tax coordination for senior corporate executives.
Ericka Islas
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
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
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.), Insurance and Estate Planning
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!
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
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
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
Sara Gardner
CFP®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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.
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.
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.
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, Risk Management and Insurance Planning, Estate Planning
30+ Years of Trusted Financial Planning for Pre-Retirees & Young Couples Nationwide
Zack Gutches
CFP®, CPA
True Riches Financial Planning
Denver, CO
Specialties: Comprehensive Financial Planning, Investment Management, Tax Preparation / Filing, Retirement Planning, Employer Benefits Optimization, Equity Compensation, Student Loan Strategy, College Education Planning, Tax Planning, Charitable Giving, Estate Plans
Coordinated Financial Planning, Investments, and Personal Tax Preparation for Christian families — all for one transparent flat fee
Mauricio Alas
CFP®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Rae Hartley Beck
CFP®
Bright Road Wealth Management
Grand Juction, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Early Retirement Planning (FIRE), Investment Management, Tax-Efficient Investing, Estate Planning, Strategic Lifestyle Spending, Legacy Gifting
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Josh Radman
CFP®, EA, MBA
Presidio Advisors LLC
Denver, CO
Specialties: Equity Compensation Planning and Analysis, Tax Forecasting and Optimization, Goals and Investment Alignment, Holistic Financial Planning, Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), Restricted Stock Units (RSUs), Alternative Minimum Tax (AMT), QSBS
Fee-only financial planner helping millennials with tax strategy and equity compensation for a flat fee. Located in Denver, Colorado, serving clients 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
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.
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Beth Bruer
CFP®
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.
Betty Wang
CFP®, RICP®, TPCP®
BW Financial Planning
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income 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.
Clinton Demming
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Gabriel Motta
CFP®, MBA, AWMA™
Inclinevest Wealth Management
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, We consider everything that matters, We help you understand where you stand and what to do next, We look at the full picture and help you make informed financial decisions, Estate & Legacy Planning, Major decisions, Peace of mind so you can sleep better
I help technology, aerospace & defense, and other high-income professionals typically 5–15 years from retirement make smarter decisions about investments, taxes, and wealth, including when they can retire and how much they can spend.
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.
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
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.
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
Casey Ahrendsen
ChFC®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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.
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
Liz Cady
CFA®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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).
James Mayo
CFA, CFP®, EA, RICP®, MBA
IronFjord Wealth Management
Lakewood, CO
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Tax Planning, Insurance Analysis, Estate Planning, Risk Management, Tax Preparation, Retirement Planning
For a flat annual fee, typically $11,800, I provide retirement planning, investment management & tax planning. Services are best suited for households with $1M–$5M in investable assets. Tax prep is also available through IronFjord Tax Professionals.
Aaron Ritchie
Strong Mountains Financial Planning
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Optimization Strategies, Risk Management and Insurance Review
At Strong Mountains Financial Planning, we provide comprehensive, personalized financial planning and investment management tailored to your goals, your timeline, and your life.
Brett R. Polzin
CFP®, EA
Eight Peaks Wealth Management
Greenwood Village, 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.
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
Holly Pickens
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
30+ Years of Trusted Financial Planning for Pre-Retirees & Young Couples Nationwide
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
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.
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
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.
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.
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.
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.
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
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
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
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
Paul Staib
CFP®, MBA, RICP®
Staib Financial Planning, LLC
Aurora, 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
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.
Chuck Bautista
MBA, CRPC®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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.
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.
Trent Porter
CFP®, CPA
Priority Financial Partners
Durango, 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...
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!
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
Hourly financial advisor with a focus on retirement planning. Located in the Denver, CO area, serving clients across the country.
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
Nick Hatfield
CFP®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Bob Morrison
CFP®, CPA/PFS
Downing Street Wealth Management
Broomfield, 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
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
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.
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.
Chad Young
Enrolled Agent
Young Wealth Partners
Lafayette, CO
Specialties: Comprehensive Financial Planning, Retirement Savings and Income Planning, Investment Management, College Education Planning, Tax Planning, Risk Management and Insurance Planning, Estate Planning
Fee-Only financial planner located in Lafayette, 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.
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.
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
Sara Zuckerman
MBA, CFP®, CDFA®
Reset Financial Planning
Fort Collins, CO
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Social Security Planning, Divorce Planning, Flat Fee Planning
Sara Zuckerman, CFP®, CDFA® is a flat-fee financial planner helping clients navigate retirement planning, inheritance or divorce with clear, thoughtful guidance. Located in Fort Collins, CO and serving clients nationwide.
Jon Hsu
CFP®, CIMA®
TrueVector Wealth Advisors
Parker, CO
Specialties: Tax Optimization, Investment Management, Equity Compensation, Comprehensive Financial Planning, Retirement Income Planning, Small Business Planning
Fee-Only, Advice-Only (no asset management) financial planner with a specialization in tax advice, serving clients in Colorado and across the country
Jason Taylor
CFP®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Juan Guevara
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
30+ Years of Trusted Financial Planning for Pre-Retirees & Young Couples Nationwide
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
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
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
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
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
30+ Years of Trusted Financial Planning for Pre-Retirees & Young Couples Nationwide
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.
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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)
