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
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.
Paul Staib
CFP®, MBA, RICP®
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
Kyle Kues
MBA, CFP®
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!
Matthew Kelley
CFP®, AIF®, AAMS®
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.
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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)
