Fee-Only Financial Advisors in Greenwood Village, CO

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

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Eric 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 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.

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

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.

Nestor Vargas

CFP®

Green Mountain Planning

Greenwood Village, CO

Shawn Rogers

CFP®

Lifetime Capital Management Inc.

Greenwood Village, CO

Kaleb Paddock

CFP®

Ten Talents Financial Planning, LLC

Greenwood Village, 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.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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