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Find Top Financial Advisors in Denver, Colorado
Just because the air is thin up in the high-altitudes of Denver, Colorado, doesn't mean your financial plan needs to be. Though the cost of living in Denver is 12% higher than the national average, working with one of the 2000 or more financial advisors who are knowledgeable of the Colorado financial rules and regulations could prove beneficial. Advisors in Denver know how to stretch the dollar to get the best investments for your financial goals. Choosing a financial advisor who cares about your financial future and assists you in making the right plans and investments may be intimidating. That's where we come in!
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Denver, Colorado.
How To Find Trusted Financial Advisors in Denver, Colorado
Denver has 15 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Denver, Colorado have an average of 22 years of experience.
NOTE: The list of vetted financial advisors in Denver, Colorado mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Denver, Colorado.
Qualified Financial Advisors in Denver, Colorado
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| N/A | $4,600,000 | Not Specified | Fee-Only | |
| N/A | $0 | Not Specified | Not Specified | |
| N/A | $12,000,000 | $500,000 | Fee-Only | |
Darren MeyerAWMA®, AAMS®, CPFAEverest Wealth Advisors8400 E. Prentice AveGreenwood Village, CO 80111 | 22 Years | $31,600,000,000 | $500,000 | Fee-Based |
| N/A | $86,000,000,000 | $100,000 | Fee-Based | |
Edelman Financial Engines, LLC9635 Maroon CircleEnglewood, CO 80112 1120 W. 122nd AvenueWestminster, CO 80234 8610 Explorer DriveColorado Springs, CO 80920 | N/A | $0 | Not Specified | Fee-Only |
| 20 Years | Not Specified | $250,000 | Fee-Only | |
| N/A | $93,000,000 | Not Specified | Not Specified | |
| 31 Years | $20,824,000 | $100,000 | Fee-Only | |
| 26 Years | $175,000,000 | $0 | Fee-Only | |
| N/A | Not Specified | Not Specified | Fee-Based | |
| N/A | $0 | $500,000 | Fee-Only | |
| 20 Years | $92,000,000 | $50,000 | Fee-Based |
Financial Advisor
ExperienceN/A
AUM$4,600,000
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureNot Specified
Financial Advisor
ExperienceN/A
AUM$12,000,000
Minimum Assets$500,000
Fee StructureFee-Only
Financial Advisor
Darren MeyerAWMA®, AAMS®, CPFAEverest Wealth Advisors8400 E. Prentice AveGreenwood Village, CO 80111
Experience22 Years
AUM$31,600,000,000
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
ExperienceN/A
AUM$86,000,000,000
Minimum Assets$100,000
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC
9635 Maroon CircleEnglewood, CO 80112
1120 W. 122nd AvenueWestminster, CO 80234
8610 Explorer DriveColorado Springs, CO 80920
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Experience20 Years
AUMNot Specified
Minimum Assets$250,000
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$93,000,000
Minimum AssetsNot Specified
Fee StructureNot Specified
Financial Advisor
Experience31 Years
AUM$20,824,000
Minimum Assets$100,000
Fee StructureFee-Only
Financial Advisor
Experience26 Years
AUM$175,000,000
Minimum Assets$0
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
ExperienceN/A
AUM$0
Minimum Assets$500,000
Fee StructureFee-Only
Financial Advisor
Experience20 Years
AUM$92,000,000
Minimum Assets$50,000
Fee StructureFee-Based
Are you a Financial Advisor in Denver, Colorado?
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Information on Qualified Financial Advisors in Denver, Colorado
VETTED
Pure Financial Advisors LLC
About Pure Financial Advisors, LLC
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the vision, and Pure Financial Advisors became the reality.
Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 clients plan for their future.
The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn.
Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.
Doors opened for business in 2007 with no clients, negative revenue, and zero assets under management. Within just fifteen years of the firm's opening, Pure Financial surpassed $4.6 billion in client assets under management (as of March 29, 2023) and is currently helping over 4,100 clients plan for their future.
The foundation of Pure's planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. As the world continues to evolve, Pure continues to learn.
Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Join us at our next educational event or talk to an advisor today to find out how we can help you reach your financial goals.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Office Location
7800 E Union Avenue,Suite 920,Denver,CO 80237
Phone Number
303-327-7873
VETTED
Clear Creek Advisors
About Clear Creek Advisors
Why Choose Us: Your Trusted Financial Partner
At Clear Creek Advisors, we specialize in helping individuals and families, particularly those between the ages of 55 and 75, gain clarity, confidence, and control over their financial future. Our clients choose us not just for what we do, but for how we do it.
Our approach is anchored in three core pillars that define everything we stand for: independence, evidence-based investing, and a comprehensive planning process.
True Independence: We believe true independence means being free from the influence of proprietary products or one-size-fits-all solutions. It allows us to remain objective, eliminate bias, and make recommendations based solely on what's best for you. Independence also means we challenge conventional thinking, seek out the best answers not just the easy ones, and strive to lead rather than follow.
Evidence-Based Philosophy: Our investment philosophy is rooted in data, research, and long-term discipline not market predictions or gut feelings. We stay the course in both calm and volatile markets, maintaining conviction that is grounded in proven strategies. We take pride in working with informed clients who value transparency, logic, and lasting results.
Comprehensive, Client-Centered Process: We take a 360-degree view of your financial life, seeking opportunities in every area that could impact your investment success. Our process is designed to align your resources with your goals through efficient, strategic planning. As fiduciaries, we're committed to putting your best interests first always.
At Clear Creek Advisors, we don't just manage money. We build partnerships, instill confidence, and deliver peace of mind. Let us help you navigate life's financial complexities with purpose and clarity.
Our approach is anchored in three core pillars that define everything we stand for: independence, evidence-based investing, and a comprehensive planning process.
True Independence: We believe true independence means being free from the influence of proprietary products or one-size-fits-all solutions. It allows us to remain objective, eliminate bias, and make recommendations based solely on what's best for you. Independence also means we challenge conventional thinking, seek out the best answers not just the easy ones, and strive to lead rather than follow.
Evidence-Based Philosophy: Our investment philosophy is rooted in data, research, and long-term discipline not market predictions or gut feelings. We stay the course in both calm and volatile markets, maintaining conviction that is grounded in proven strategies. We take pride in working with informed clients who value transparency, logic, and lasting results.
Comprehensive, Client-Centered Process: We take a 360-degree view of your financial life, seeking opportunities in every area that could impact your investment success. Our process is designed to align your resources with your goals through efficient, strategic planning. As fiduciaries, we're committed to putting your best interests first always.
At Clear Creek Advisors, we don't just manage money. We build partnerships, instill confidence, and deliver peace of mind. Let us help you navigate life's financial complexities with purpose and clarity.
Qualifications
Compensation/Fee
Office Location
7900 E Union Ave suite 150,Denver,CO 80237
Phone Number
720-642-8348
VETTED
Mark Starosciak
About Infinium Investment Advisors, LLC
Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces:
to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today.
In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them).
Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite.
We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to retirees, executives & entrepreneurs.
In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them).
Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite.
We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to retirees, executives & entrepreneurs.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Compensation/Fee
Fee-Only, Hourly, Based on Assets
Office Location
50 South Steele Street,#830,Denver,CO 80209
Phone Number
720-253-1818
VETTED
Darren MeyerAWMA®, AAMS®, CPFA
Everest Wealth AdvisorsAbout Darren Meyer
I am the President & Wealth Advisor at Everest Wealth Advisors. After graduating from the University of Arkansas, I began a career in corporate accounting, and transitioned into financial advisory in 2002 out of a desire to generate a positive impact for people in my community. My motivation is derived from watching my clients evolve and become empowered by financial freedom as a result of the advice and guidance I have given them. We like to call our clients family, as they truly are to me. This is why I have such a drive to help them reach and maintain their goals. In my free time, you will find me spending quality time with my wife, Christine, by giving back to the community via various charity work. Other times, us traveling, fly-fishing, cheering on the Broncos and the Arkansas Razorbacks, or playing with our lovable Labrador, Jack.
About Everest Wealth Advisors
Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
8400 E. Prentice Ave,Suite 1010,Greenwood Village,CO 80111
Phone Number
720-826-1092
VETTED
Empower
About Empower
We're a financial services company on a mission to empower financial freedom for all. We know that everyone has money questions, and we're here to help get you answers. We work with individuals and all sizes of organizations to offer investment, wealth management, and retirement solutions, along with the free Empower Personal Dashboard™, so everyone can have a clear understanding of where their finances are today and where they're heading. This way, you're able to take control of your financial future and empower what's next.
WHY USE EMPOWER
At Empower, we take pride in helping people with saving, investing, and advice while providing state-of-the-art tools and resources to help them reach their financial goals.
Our mission is to empower financial freedom for all by delivering advice, personalized guidance, and critical support to people throughout their financial lives. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their financial journey.
Real help. Real people.
You'll always have the chance to talk to a real person. They'll listen, ask questions and work with you to understand your needs and provide next steps.
Easy to understand.
We believe your finances should be easy to understand, so we make sure we explain everything in straightforward terms.
A 360 view.
See a complete picture of your accounts in one place with a single login. Plus, access tools designed to help you track, manage and plan your finances.
Empower Advisory Group, LLC. ("EAG") compensates Respond.com for new leads. Respond.com is not an investment client of EAG. EAG is not responsible for and does not control the assessments and qualifications used by Respond.com to vet and match advisory firms with individuals utilizing Respond.com tools and services.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Compensation/Fee
Fee-Based
Office Location
8515 E. Orchard Road,Greenwood Village,CO 80111
Phone Number
619-854-2427
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
VETTED
Adam J. StrickmanCFP®, CRPC®, APMA®
Ethos Financial PartnersAbout Adam J. Strickman
Private Wealth Advisor, Chief Executive Officer of Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
My wife, Tamia, is a full time mom and is my hero!
We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen.
We have 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix.
We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter.
We love to travel and explore new places when we have the chance.
My wife, Tamia, is a full time mom and is my hero!
We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen.
We have 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix.
We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter.
We love to travel and explore new places when we have the chance.
About Ethos Financial Partners
You are not just another face in the crowd.
You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you.
I can help you prepare for whatever life brings - both the expected and the unexpected - with personalized advice tailored to you.
I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.
You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you.
I can help you prepare for whatever life brings - both the expected and the unexpected - with personalized advice tailored to you.
I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Office Location
9351 Grant St.,Suite 300,Thornton,CO 80229
Phone Number
303-252-9777
VETTED
Peak Financial Management
About Peak Financial Management
At Peak Financial, we know you want to be a faithful follower of Christ, and something you care about deeply is managing your wealth in ways that follow His teachings.
But traditional financial planning doesn't help you make decisions that reflect your Christian faith. The temptations of wealth are very real, and it's easy to lose sight of Jesus along the way. You find yourself trapped in a crossroads, torn between the ways of the world and the ways of the Kingdom of God.
We believe every Christian deserves to learn how to manage their wealth in ways that honor God. We know you take your role as a disciple of Jesus seriously. That's why Peak Financial is a place where you can talk about faith and finance at the same time.
We are your partners in biblically-based investments and financial planning. Our comprehensive services provide everything you need in one place, and our team of Christian Financial Advisors helps you navigate the world of finance and investments through a scriptural lens.
Our goal is to guide you to the true peak of financial health, a place beyond mere financial security where you strive to create a surplus of wealth you can use to serve the Kingdom of God.
As experts in Christian wealth management, we understand the unique challenges and opportunities that come with aligning your finances with your faith.
But traditional financial planning doesn't help you make decisions that reflect your Christian faith. The temptations of wealth are very real, and it's easy to lose sight of Jesus along the way. You find yourself trapped in a crossroads, torn between the ways of the world and the ways of the Kingdom of God.
We believe every Christian deserves to learn how to manage their wealth in ways that honor God. We know you take your role as a disciple of Jesus seriously. That's why Peak Financial is a place where you can talk about faith and finance at the same time.
We are your partners in biblically-based investments and financial planning. Our comprehensive services provide everything you need in one place, and our team of Christian Financial Advisors helps you navigate the world of finance and investments through a scriptural lens.
Our goal is to guide you to the true peak of financial health, a place beyond mere financial security where you strive to create a surplus of wealth you can use to serve the Kingdom of God.
As experts in Christian wealth management, we understand the unique challenges and opportunities that come with aligning your finances with your faith.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Based on Assets
Office Location
10901 W 120th Ave,#135,Broomfield,CO 80021
Phone Number
303-255-2252
VETTED
Craig ThompsonChFC®
Assets SolutionsAbout Craig Thompson
After having lived in San Diego, California since 1988, Craig recently moved to Lafayette, Louisiana to be closer to family. A runner in his spare time, he competes regularly in races that range from 5k's to Ultra-marathons.
About Assets Solutions
Asset Solutions Advisory Services, Inc. is a fee-based registered investment advisor specializing in helping the needs of retirees, those nearing retirement (within 15 years of retirement), and other investors with similar investment goals.
We are an active money manager that looks to generate steady long-term returns, while protecting clients from large losses during major market corrections. To achieve this, we focus on employing technical analysis to take advantage of changing opportunities in the market, while preserving capital.
We are an active money manager that looks to generate steady long-term returns, while protecting clients from large losses during major market corrections. To achieve this, we focus on employing technical analysis to take advantage of changing opportunities in the market, while preserving capital.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Compensation/Fee
Fee-Only
Office Location
2770 Arapahoe Rd.,Suite 132 - 137,Lafayette,CO 80026
Phone Number
619-709-0066
VETTED
Matthew KelleyCFP®, AAMS®, AIF®
Gold Medal WatersAbout Matthew Kelley
Hi, I'm Matthew Kelley. I'm a New Yorker by birth, and I spent most of my youth hiking the Adirondack mountains and playing lacrosse. My parents pushed me to work at a young age, and I learned that I didn't like working for others. So, at 14, I started my own landscaping business.
My grandfather introduced me to the financial markets at this time, and I began to buy stocks with my profits. This led me to seek an internship with one of the nation's first financial planning firms through my college years.
After college, I moved to Colorado to compete in snowboarding. I didn't do as well as I envisioned, so I decided that maybe snowboarding was not my competitive calling and began to look for what else interested me.
This led me back to financial planning. In 2004, I asked my wife if I could leave my well-paying job and start my own financial planning company while on our honeymoon. She trusted me those many years ago, and I never looked back.
Today, we've built an enduring and sustainable practice centered around helping our clients use their money to achieve their life's purpose for career, family, individual pursuits, retirement, and legacy. Life's not a rehearsal, and we keep this at the forefront of our advice.
Locally, I serve my community by coaching high school lacrosse and I've been doing this since 1999. I love planting leadership seeds to help our future generations to treat others with love and respect.
When I'm not working or enjoying my beautiful family, you will most likely find me doing one of the following:
My grandfather introduced me to the financial markets at this time, and I began to buy stocks with my profits. This led me to seek an internship with one of the nation's first financial planning firms through my college years.
After college, I moved to Colorado to compete in snowboarding. I didn't do as well as I envisioned, so I decided that maybe snowboarding was not my competitive calling and began to look for what else interested me.
This led me back to financial planning. In 2004, I asked my wife if I could leave my well-paying job and start my own financial planning company while on our honeymoon. She trusted me those many years ago, and I never looked back.
Today, we've built an enduring and sustainable practice centered around helping our clients use their money to achieve their life's purpose for career, family, individual pursuits, retirement, and legacy. Life's not a rehearsal, and we keep this at the forefront of our advice.
Locally, I serve my community by coaching high school lacrosse and I've been doing this since 1999. I love planting leadership seeds to help our future generations to treat others with love and respect.
When I'm not working or enjoying my beautiful family, you will most likely find me doing one of the following:
About Gold Medal Waters
At Gold Medal Waters, we are planners who proudly serve physicians and others with high current income, high earnings potential, or substantial assets. We guide our clients to achieve meaningful outcomes and help them build a better life, both now and in the future.
Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety.
We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy.
Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians.
GMW is a Registered Investment Advisor (RIA) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States.
We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Areas Where We Can Help: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving
Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety.
We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy.
Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians.
GMW is a Registered Investment Advisor (RIA) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States.
We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Areas Where We Can Help: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Only, Flat Fee
Office Location
4551 13th Street,Boulder,CO 80304
Phone Number
720-887-1299
VETTED
Layman Lewis Financial Group
About Layman Lewis Financial Group
We believe in planning for the future while living for today. Deferring your dreams until retirement may mean you'll miss a joyful opportunity today. With perseverance and a well-structured financial plan, we help you find the balance between pursuing your dreams today and planning for tomorrow. We believe in an objective opinion. As an independent firm, we focus on your needs, not the needs of investment or insurance companies. We believe in the team approach. When you work with us, you get more than just one financial professional; you get an entire team. We draw upon the expertise and experience of each team member to create a well-rounded plan that's designed just for you.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Based on Assets
Office Location
5401 Stone Creek Circle,Suite 201,Loveland,CO 80623
Phone Number
970-669-1225
VETTED
Michael Carrico
About Howe & Rusling, Inc.
Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy. We believe in a holistic, data-driven approach to evaluate and optimize your financial well-being.
Our process begins with fully understanding what you want most out of life. Using sophisticated tech and in-depth analysis we'll collaboratively create a strategic roadmap to help you achieve more with your money.
Our process begins with fully understanding what you want most out of life. Using sophisticated tech and in-depth analysis we'll collaboratively create a strategic roadmap to help you achieve more with your money.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
1155 Kelly Johnson Blvd Ste 111,Colorado Springs,CO 80920
Phone Number
719-412-0184
VETTED
Adam BruninNSSA®, AIF®
Navigation Wealth ManagementAbout Navigation Wealth Management
Adam Brunin, AIF®, NSSA®, is the founder and owner of Navigation Wealth Management. Adam entered the financial services industry in August of 2001 after 9 years in the US Naval submarine community. After 3 years of working with a fortune 100 company Adam noted significant improvements that could be made by starting his own company, Navigation Wealth Management. Adam entered the independent advisory business in 2005. He is currently the asset manager of NWMs portfolios. Adam currently holds the Accredited Investment Fiduciary (AIF®) and National Social Security Advisor (NSSA®) designations.
Married to his wife, Tara, of 22 years, they have a thirteen-year old son, Seth, and an eleven-year old son, Ryan. Adam enjoys hobbies like hunting, playing basketball and investment research.
Married to his wife, Tara, of 22 years, they have a thirteen-year old son, Seth, and an eleven-year old son, Ryan. Adam enjoys hobbies like hunting, playing basketball and investment research.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
2038 Caribou Dr.,Unit 100,Fort Collins,CO 80525
Phone Number
970-672-1236
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