Fee-Only Financial Advisors in Lone Tree, 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 Lone Tree, 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 Lone Tree, CO Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Matthew Kelley


Gold Medal Waters, Inc.

Lone Tree, 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!

Gabriel Motta



Denver, 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!

Eric Courage



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!

Steve Cruice


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

I can work with clients anywhere!

Paul Staib


Staib Financial Planning, LLC

Lone Tree, 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!

Kyle Kues


Snowcap Financial

Castle Rock, 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!

Nestor Vargas


Green Mountain Planning

Lone Tree, CO

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