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 Greenwood Village, CO area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Greenwood Village, CO Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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
Kaleb Paddock
CFP®
Ten Talents Financial Planning, LLC
Greenwood Village, CO
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Management
Flat-price, fiduciary financial planner located in Parker, CO, serving clients locally and also virtually, 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.
Steve Cruice
CPA, CFP®
Three Points Financial
Greenwood Village, 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
Gabriel Motta
CFP®, MBA
Inclinevest®
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary & Fee-Only retirement planning & investment management.
Matthew Kelley
CFP®, AIF®, AAMS®
Gold Medal Waters, Inc.
Greenwood Village, CO
Specialties: Strategic Planning, Tax-Aware Investing, Asset Protection, Tax Planning, Public Service Loan Forgiveness
We help physicians achieve better, and more certain, outcomes.
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
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
David Day
CFP®
Gold Medal Waters, Inc.
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning
We help physicians achieve better, and more certain, outcomes.
Paul Staib
CFP®, MBA, RICP®
Staib Financial Planning, LLC
Greenwood Village, CO
Specialties: Comprehensive Financial 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
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
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
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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)
