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
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
Paul Staib
CFP®, MBA, RICP®
Staib Financial Planning, LLC
Greenwood Village, 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
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
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, and others with high income, achieve better, and more certain outcomes.
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!
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
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.
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.
Eric Courage
CFA®, CFP®, CAIA®
MARGIN
Greenwood Village, 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.
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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)
