Fee-Only Financial Planners in Colorado

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

Fee-Only Financial Planners in Colorado:

I can work with clients anywhere!

Raquel Hinman

CFP®, CDFA®, EA

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

Kataya Plett

WMS™

AIO Financial

Boulder, CO

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

Fee-Only financial planner located in Tucson, AZ, serving clients locally and across the country

Daniel Yerger

MBA, CFP®, ChFC®, AIF®, CDFA®

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.

Sara Gardner

CFP®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Jaco Jordaan

CFP®, CFA®, CRPS®, ChFC®, CAIA®, EA

Opus Financial Solutions

Boulder, CO

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

Fee-Only financial planner serving Boulder, Louisville, Broomfield and the surrounding Front-Range community.

Paul Staib

CFP®, MBA, RICP®

Staib Financial Planning, LLC

Lone Tree, CO

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

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

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

Erin Hadary

MBA, CFP®, CAP®

Moneta

Denver, CO

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

Fee-Only financial planner specializing in private wealth management and philanthropic planning

DeeDee Baze

CFP®

Alphemita Financial Services

Estes Park, CO

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

Fee-Only financial planner located in Estes Park, CO serving the entire region and clients 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 serving the Denver, CO area.

Lynn Dunston

CFP®, EA, M.Div., Th.M.

Moneta

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

Brian Littlejohn

MBA, CFP®, CFA®

Sherwood Wealth Management

Basalt, CO

Specialties: Comprehensive Financial Planning, Investment Management

Your future. Our focus.

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

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

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

Kyle Kues

MBA, CFP®

Snowcap Financial

Lakewood, 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!

Gregory Wells

CFP®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Chuck Bautista

MBA, CRPC®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Fernando Reyes

MBA, CFP®, ChFC®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

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

Gabriel Motta

CFP®, AWMA®, 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.

Ryan Bowman

CFP®

Aspen Wealth Strategies

Arvada, CO

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

Fee-Only financial planner located in the Denver Metro Area, serving clients not only locally, but across the country.

Derek Holman

CFP®, AIF®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

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

Michelle Francis

Life Story Financial

Arvada, CO

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

Fee-Only financial planner located in Arvada, CO, serving clients locally and across the country

I can work with clients anywhere!

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

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

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.

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

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

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

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.

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

Steve Cruice

CPA, CFP®

Three Points Financial

Colorado Springs, CO

Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Small Business Planning, Retirement Income Planning

Fee-Only, Tax Focused Financial Planning - Serving the Denver Metro, Monument, Colorado Springs, Castle Rock and Parker Areas with Two Convenient Locations and Virtually Across the Country

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

Ryan Serrecchia

CFP®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

I can work with clients anywhere!

Jason S. Speciner

CFP®, EA

Financial Planning Fort Collins

Fort Collins, CO

Specialties: Our Modern Process Includes:, Financial Planning,, Investment Management,, Income Tax Preparation,, and Budget Planning,, All for Simple Flat-Dollar Fees.

Modern financial planning, investment management, income tax preparation, and budget planning.

Paul Lemon

CFP®, CPA, PFS

Integrated Financial Planning

Durango, CO

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

Fee Only Financial Planner with Offices in Durango, CO and Des Moines, IA, serving clients 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

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

Brian Parker

CFP®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

David Day

CFP®

Gold Medal Waters, Inc.

Boulder, CO

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

We help physicians achieve better, and more certain, outcomes.

William Callahan

RLP®, CFA®, CFP®

Callahan Financial Planning Company

Denver, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Concentrated Stock Risk Management

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

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

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

Reuben J. Brauer

CFP®

Callahan Financial Planning Company

Denver, CO

Specialties: Preparing for Retirement, Retirement Income Planning, Investment Advice, 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

Bill Stordahl

CFP®

Stordahl Capital Management

Greenwood Village, CO

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

I can work with clients anywhere!

Kaleb Paddock

CFP®

Ten Talents Financial Planning, LLC

Parker, CO

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

Fiduciary financial planner located in Parker, CO, serving clients locally and also virtually, across the country.

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

I can work with clients anywhere!

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...

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

Kim Curtis

CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS

Wealth Legacy Institute

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

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

I can work with clients anywhere!

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

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

Nick Hatfield

CFP®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Shawn Rogers

CFP®

Lifetime Capital Management Inc.

Greenwood Village, CO

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

Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country

I can work with clients anywhere!

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.

Grayson Hofferber

Millennial Wealth Management

Broomfield, CO

Specialties: Comprehensive Financial Planning, Investment Management, Student Loan Planning, Debt Repayment, Tax Planning, Retirement Income Planning, College Education Planning

Grayson is a fee-only financial planner located in Broomfield, CO, serving clients locally and across the country.

Samantha Rauch

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.

James Williams

CFP®, CPA/PFS

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

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

Liz Cady

CFA®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Eddie Liang

CFP®

Downshift Financial

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

Dwight Dettloff

CPA/PFS, CFP®

Winding Trail Financial Planning, LLC

Lafayette, CO

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

Fee-Only financial planner located in Lafayette, CO, serving clients locally and across the country

Eric M. 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 are not sure what entity to set-up, whether you should register your business as an S-Corp, and you don’t know how or where to find someone who can help you., 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., Can you help me minimize my taxes using real estate? How much real estate should I own versus my overall portfolio versus investing in my business?, How much will this cost me in capital gains to sell, or how can we maximize taxable losses? Better yet, can I get money out of my rentals without paying taxes?

We service clients in Cherry Creek, Glendale, and Denver, CO and virtually throughout the United States.

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

Nicholas Kroeger

Moneta Group

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

Stephanie McElheny

CFP®, EA, ChSNC®™, 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.

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

I can work with clients anywhere!

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.

Michael McGrath

MS, CFP®, CLU®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Blaine Thiederman MBA, CFP®

Progress Wealth Management

Arvada, CO

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

Fee-Only financial planner specialized in helping HENRY's located near Denver, CO, serving clients locally and across the country.

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

I can work with clients anywhere!

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

Joseph Brady

CFP®

Rock Financial Planning

Arvada, CO

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

Fee-Only financial planner located in Arvada, 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.

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.

Val Mendoza

AIO Financial

Boulder, CO

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

Fee-Only financial planner located in Tucson, AZ, 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

Sean A. Hummel

CFP®

Hummel Planning, LLC

Glendale, CO

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

Fee-Only, hourly-only financial planner located in Denver, CO, serving clients locally and virtually across the United States.

Tom Nguyen

CFP®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Will Brennan

CFP®, CFA®

All Season Financial 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

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 achieve better, and more certain, outcomes.

Jon Moore

CFP®

EP Wealth Advisors

Littleton, CO

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

Erica Blake

CFA®, CFP®

Mountain Flower Investments & Planning®

Lafayette, CO

Specialties: Impact / Socially Responsible Investing, Comprehensive Financial Planning, Cross Border Planning, Student Loan Repayment

Fee-Only financial planner located in Lafayette, CO, serving clients locally and across the country

Brian Kinney

CFP®, MBA

Financial Life Journeys

Peyton, CO

James Callahan

Saza Wealth Partners

Denver, CO

Stan Johnson

Registered Investment Advisor

Comprehensive Financial Planning

DURANGO, CO

Craig Morgan

Dorado Financial Planning

Colorado Springs, CO

Clarissa Hobson

Transform Wealth

Lone Tree, CO

Mark Paller

Paller Financial Services, Inc.

Centennial, CO

Steven King

King Financial Planning & Management, LLC

Colorado Springs, CO

Daniel Courtney

CFP®, EA

Basis Financial Planning

Denver, CO

Joseph Janiczek

Janiczek Wealth Management

Denver, CO

Jennifer Hernandez

Petra Financial Advisors, Inc.

Colorado Springs, CO

Grant Glenn

CFP®, CFA®

Noble Wealth Partners

Denver, CO

Peter Gabriel

Cambridge Financial Advisors, LLC

Salida, CO

Jeremy Torgerson

nVest Advisors, LLC

Brighton, CO

Elyse Foster

CFP®

Harbor Wealth Management

Boulder, CO

Danny Lee

CFP®, CRPC®

Modern Millennial Wealth

Denver, CO

Megan Miller

CFP® CDFA®

Harbor Wealth Management

Boulder, CO

Paul Monax

Agile Wealth LLC

Littleton, CO

Alexander Feick

Paragon Capital Management, Ltd.

Denver, CO

Daniel Andrews

CFP®

Financial Planning Fort Collins

Fort Collins, CO

Perry Mattern

Mattern Capital Management, LLC

Denver, CO

Jon Forbes

CFP®

Petra Financial Advisors

Colorado Springs, CO

David Forbes

CFP®, CFA®

Petra Financial Advisors, Inc.

Colorado Springs, CO

James Pasztor

Pasztor & Associates

Aurora, CO

Chris Meyer

Meritor Capital, LLC

Littleton, CO

Robert Zimberg

Financial Mountain Inc.

Boulder, CO

Kristopher Schnell

Cogent Independent Advisors, Inc.

Parker, CO

Eileen Sharkey

Sharkey, Howes & Javer, Inc.

Denver, CO

Adam Van Wert

J.F. Williams Co., Inc.

Thornton, CO

Sarah Eschwig

High Road Financial, LLC

Lakewood, CO

Nestor Vargas

CFP®

Green Mountain Planning

Golden, CO

Shaun Williams

Paragon Capital Management, Ltd.

Golden, CO

Stefan Jackson

Jackson Wealth Management

Castle Rock, CO

Sarah Stamp

Compass Planning Associates

Longmont, CO

Craig Carnick

Transform Wealth

Colorado Springs, CO

Judith McNary

Confluence Financial Advisors LLC

Boulder, CO

Joel Martin

CFP®

Buckingham Strategic Wealth

Denver, CO

David Gardner

Confluence Financial Advisors LLC

Boulder, CO

Jamie Slaughter

Strasbaugh Financial Advisory, Inc.

Colorado Springs, CO

Tom McNary

CFP®

Confluence Financial Advisors LLC

Boulder, CO

Donald Dority

CPA, PFS, CFP®

Narrow Path Financial Inc.

Fort Collins, CO

Kyle Simmons

Simmons Investment Management LLC

Broomfield, CO

Donna Morrall

Clear Waters Financial Network

Palisade, CO

Amy Hamasaki

Mountain Wealth Planning

Winter Park, CO

Carol Craigie

Fiscal Fitness Clubs of America

Parker, CO

M. Shannon Lunsford

Lunsford Financial Planning, Inc.

Lafayette, CO

Christina Ferrer

Be Your Best Financial LLC

Littleton, CO

Kayla Welte

District Capital Management

Denver, CO

Corey Wiederholt

Trailpoint Financial Planning, LLC

Parker, CO

Eric Olsen

Olsen Family Financial, LLC

Monument, CO

Connie Hancock

CFP®

Petra Financial Advisors, Inc.

Colorado Springs, CO

Chris Kadowaki

Narrow Path Financial Inc.

Fort Collins, CO

Kyle Kersting

Janiczek Wealth Management

Denver, CO

Seth Lewis

Bookcliff Financial Planning and Investments

Grand Junction, CO

Jeff Brainard

Noble Wealth Partners

Denver, CO

Tucker Johnson

CFA®

Differential Planning LLC

Fort Morgan, CO

Daniel Korleski

Cobalt Private Wealth

Colorado Springs, CO

Eric Johnson

Millennial Wealth Management

Broomfield, CO

Sara Arnold

MARGIN

Denver, CO

R Brady Siegrist

CFP®

Janiczek Wealth Management

Denver, CO

Donald Loyd

Loyd Financial Management, Inc.

Centennial, CO

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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.


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