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 Littleton, 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 Littleton, CO Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Matthew Kelley
CFP®, AIF®, AAMS®
Gold Medal Waters, Inc.
Littleton, 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.
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
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.
Sara Gardner
CFP®
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
Liz Cady
CFA®
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
Nick Hatfield
CFP®
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
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
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
Chuck Bautista
MBA, CRPC®
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
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.
Paul Staib
CFP®, MBA, RICP®
Staib Financial Planning, LLC
Littleton, 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
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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)
