Find Best Financial Advisors in Colorado

Advisor Match

A densely populated state like Colorado has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Colorado and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Colorado

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in Colorado
Financial Advisor Office Location Phone Number
Reuben J. Brauer, CFP®
Callahan Financial Planning Company
6500 S Quebec St,
Centennial, CO  80111
(303) 222-7100
MAC Insurance & Financial Services
16 Inverness Place E, D-200,
Englewood, CO  80112
(720) 980-1133
Stephen Gordon
Cornerstone Asset Management
One DTC 5251 DTC Parkway,
Greenwood Village, CO  80111
(303) 779-2524
Adam J. Strickman, CFP®, CRPC®, APMA®
Ethos Financial Partners
9351 Grant St.,
Thornton, CO  80229
(303) 252-9777
Patrick Lynch
Patrick Lynch Financial
1870 W. 122nd Ave,
Westminster, CO  80234
(303) 218-9957
Infinium Investment Advisors, LLC
50 South Steele Street #830,
Denver, CO  80209
(720) 253-1818
Mark W Thompson AIF®, RICP®
Wealth Partners, Inc.
6312 South Fiddlers Green Circle,
Greenwood Village, CO  80111
(303) 790-7443
Don Leander, CFP®
Financial Planning Strategies
6645 Delmonico Blvd.,
Colorado Springs, CO  80919
(719) 266-5335
David Eads
Vital Investment Management
4045 St Cloud Dr,
Loveland, CO  80538
(970) 776-3316
Jack Venable, CFP®, ChFC®, CASL®, CLU®, APMA®
Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
9351 Grant St,
Thornton, CO  80229
(303) 252-9777
Andy Lyford
Charlton Investment Services, Inc.
1231 S. Parker Rd Suite 104,
Denver, CO  80231
(303) 632-8692
Personal Capital
Personal Capital Advisors Corporation
1099 18th Street,
Denver, CO  80222
(650) 556-1310
Herb White, CFP®
Life Certain Wealth Strategies
8400 E Prentice Ave.,
Greenwood Village, CO  80111
(303) 793-3999

Information on Qualified Financial Advisors in Colorado

Qualifications CRD# 5887664
FirmCRD# 153050
Series 65, 66

Office Location 6500 S Quebec St,
Phone Number (303) 2227100

About Callahan Financial Planning Company

Callahan Financial Planning is an independent fiduciary financial advisory firm, providing financial planning and investment management services, serving the San Francisco Bay Area from San Rafael, CA. We provide conflict-free financial advice, commonly called fee-only financial planning.

Qualifications CRD# 5295924
FirmCRD# 115368
Series 6, 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly

Office Location 16 Inverness Place E, D-200,
Phone Number (720) 9801133

With more than 13 years helping people plan for and move into retirement, Brannon has worked with clients in nearly all of life's stages. In 2017, Brannon joined forces with MAC Insurance & Financial Services to head the Retirement and Investment division. Their firm is independent, which allows them to focus objectively on the needs of their clients instead of emphasizing a specific product or company. Additionally, as an Accredited Investment Fiduciary®, Brannon dedicates himself to serve clients' best interests first. Brannon's clients take on many different forms, from individuals who have managed their investment assets most of their lives but now want some guidance as they prepare for retirement, to small business owners who have dedicated their energy to establishing their company and now want to build up a retirement nest egg, to young families thinking about saving money for their kids' college expenses, to those who've recently become single and are looking to make smart decisions as they begin a new life,

About MAC Insurance & Financial Services

Our clients are intelligent, successful people who prefer that someone else manage their investments and give them guidance about financial matters. The goal with every client relationship is to provide logical direction and strategies while demystifying the retirement process. As independent financial planners and Accredited Investment Fiduciaries, we focus objectively on the needs of our clients instead of emphasizing a specific product or company. Independence allows us to advocate for clients by making recommendations appropriate to their specific plan and tolerance for risk.

Qualifications CRD# 2714986
Series 7, 24, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly

Office Location One DTC 5251 DTC Parkway,
Suite 990,
Greenwood Village,
Phone Number (303) 7792524

Stephen Gordon, the firms President, has spent over Twenty years as a financial advisor serving the retirement and financial planning needs for private clients and small businesses. Stephen holds his Bachelor of Arts Degree in Economics and finds his passion in hands on wealth and portfolio management. He has developed the firms proprietary tactical asset management strategies. Cornerstone Asset Management offers those solutions within our wealth management platforms. While second in importance to honesty and integrity, his credentials and experience are paramount to providing his clients confidence inspiring & value added financial advice, and wealth management solutions.

About Cornerstone Asset Management

Cornerstone Asset Management is an independent financial services firm based in Denver, Colorado. We operate as a branch office of Securities America, Inc.member FINRA/SIPC. We specialize in comprehensive financial planning and dynamic asset allocation strategies. Whatever your needs may be - portfolio management, retirement planning, estate planning, risk management, money management or educational planning -we offer strategies that are consistent with your unique values, goals and financial objectives. We provide a variety of portfolio management solutions including our Active Tactical Asset Allocation Modeling system. Our Investment Advisory Services are offered through CUE Financial Group, Inc., a SEC Registered Investment Advisor. Our mission at Cornerstone Asset Management is to provide exceptional service and to help our clients reach their goals for the reasons that are most important to them.

Qualifications CRD# 4559641
FirmCRD# 6363
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee

Office Location 9351 Grant St.,
Suite 300,
Phone Number (303) 2529777

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.

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.

Qualifications CRD# 2444435
FirmCRD# 2444435
Series 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee

Office Location 1870 W. 122nd Ave,
Suite 400,
Phone Number (303) 2189957

Patrick has more than 25 years experience in the financial services industry and has helped thousands of people work towards achieving their financial goals. Under Patricks leadership, Patrick Lynch Financial provides conservative insurance and investment strategies that help lead individuals and families toward their ideal retirements. While the company focuses on retirement planning, Patrick throughout his career has helped facilitate employee stock ownership (ESOP) plans, insurance solutions, disability income insurance and financial planning for business. Patrick finds it deeply rewarding to take the complexities of a family's finances and translate those issues into something clear and understandable. He believes his success rests in empowering his clients to understand their financial goals as they achieve them. Patrick holds his Series 65 securities registration and life, accident and health insurance licenses and holds a long-term care professional designation. He is also a Registered Investment Adviser. Born and raised in Colorado, Patrick is the proud father of three children, Meghan, Christopher and Lauren, and the proud grandfather of Ian and Beckham. When hes not in the office, he enjoys spending time with his family, golfing, playing softball and exercising.

About Patrick Lynch Financial

At Patrick Lynch Financial, LLC we believe business is about relationships, not just transactions. A core principle guides us in each and every client relationship: Always do what's right for the client, do so with integrity and honesty, and help as many people as we can!

Qualifications CRD# 4018163
FirmCRD# 149123
Series 65

Compensation/Fee Fee Only, Based on Assets, Hourly

Office Location 50 South Steele Street #830,
Phone Number (720) 2531818

Mark is a CERTIFIED FINANCIAL PLANNER" in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and Founder of WineLeague®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.

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 Technology investors, executives & entrepreneurs.

Qualifications CRD# 840935
FirmCRD# 115368
Series 7, 24, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions)

Office Location 6312 South Fiddlers Green Circle,
Suite 300E,
Greenwood Village,
Phone Number (303) 7907443

Mark established Wealth Partners Inc. in 2003 with the desire to provide unbiased financial services to meet the challenges of today's investors on an individual basis. With over 42 years of experience, he has navigated through the last 5 major market meltdowns. The knowledge gained through this experience has given Mark the perspective to not only plan for the best of markets, but also for the inevitable worst of market conditions. When establishing a sound financial strategy, the importance of avoiding losses has been proven to be a greater long term value than trying to pick market winners.

About Wealth Partners, Inc.

Welcome to Wealth Partners. Our advisory firm provides unbiased independent advice and management to a limited number of clients. Our mission is to be the trusted advisor for all aspects of our clients financial lives. We integrate a broad range of products and services into comprehensive investment solutions. We serve our clients to help with wealth management, income distribution, asset management, & protection with insurance. People are realizing the damaging effects a volatile stock market can have on their investment and retirement portfolios. Investors are recognizing the "buy and hold" investment strategies that flourished in the past, provide little protection from loss in today's uncertain economic climate. This economy is too volatile to simply buy and forget. Investors are unwilling to take the downside volatility the stock market has experienced over the past decade. Many of our clients have relied on us to take appropriate action to help manage risk when the market declines. Our clients are seeking consistency in their investment strategy and ultimately they are turning to us to help them achieve their investment objectives.

Qualifications CRD# 1031780

Compensation/Fee Fee Only, Based on Assets

Office Location 6645 Delmonico Blvd.,
Suite 101,
Colorado Springs,
Phone Number (719) 2665335

I am originally from the North Texas area and began working in my mid-20's under a Certified Financial Planner in the insurance industry in early 1979. I met my (British) wife, Thea, in Kansas City in 1977 and we were married the next year. I began to study the CFP courses through the College For Financial Planning (Denver) and became a Certified Financial Planner in mid-1983. We traveled to Colorado several times in the 1980's to attend continuing education conferences put on by the College For Financial Planning and that's when Thea and I began to dream of relocating here. Expanding my 20-year practice from Texas into Colorado allowed that dream to be fulfilled in 1998. I continue to stay abreast of the ever-changing investment, economic, and retirement planning fields through constant study. My focus over the last 20 years has been macro-economic research. I’ve seen how my appraisals of macro- economic trends have benefited my clients' portfolios, especially in late 1999 and early 2008. At Financial Planning Strategies we’ve established a system of dynamically-adjusted, asset allocation strategies similar to the management of many university endowments. Historically, this special “asset-synergism” reduces volatility while enhancing returns. My wife has been my clerical assistant since 1979 and is also the mother of my two married daughters, Elissa and Rebecca. In 2015 we became proud grandparents of Aaron, our first grandchild. All seven of us in our expanding family enjoy going to 11-Mile Reservoir to kayak, and to enjoy boating and mountain biking.

About Financial Planning Strategies

FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help you secure every aspect of your financial future and give you peace of mind today in all your investment and financial planning needs. As a Certified Financial Planner since 1983, I am committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to fully understand your total financial situation and provide you with comprehensive and unbiased financial planning services and products to help you achieve all your financial goals.

Qualifications CRD# 6058093
FirmCRD# 300811
Series 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee

Office Location 4045 St Cloud Dr,
Suite 220,
Phone Number (970) 7763316

David is a fee-only Certified Financial Planner, specializing in financial planning & investment management. He is the founder of Vital Investment Management, LLC. David began his professional career at U.S. Engineering Company as a Project Engineer & Project Manager. He was then a partner with Colorado Financial Management for 7 years before starting his own firm - Vital Investment Management. He and his wife Rachel have two young sons. They live in Loveland with two dogs. They enjoy traveling and spending quality time together. David is a native of Northern Colorado and a graduate of Colorado State University.

About Vital Investment Management

Vital Investment Management LLC is a Fee-Only fiduciary Registered Investment Advisor firm located in Northern Colorado. We know our clients like family and constantly strive to give them the highest level of service they'll ever experience. If you're looking for a small, family-office experience you've come to the right place. Do you want an advisor that is passionate about investment management and financial planning? The founder of Vital Investment Management, David Eads, has had an affection for investments since he was 8 years old. It all started with a 4th Grade stock picking project at his elementary school in Loveland, CO. After researching stocks to track for the semester, David settled on two. He's been hooked on investment research and planning ever since. Reach out to Vital Investment Management to learn how a firm that's passionate about what they do can help you! David Eads, CFP® is a NAPFA-Registered Financial Advisor.

Qualifications CRD# 3267795
FirmCRD# 6363
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee

Office Location 9351 Grant St,
Suite 300,
Phone Number (303) 2529777

As a financial advisor, I help de-mystify the process of achieving financial goals.

About Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Your financial goals are unique, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant.

Qualifications CRD# 2277831
FirmCRD# 6413
Series 6, 7, 24, 63

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets

Office Location 1231 S. Parker Rd Suite 104,
Phone Number (303) 6328692

Andy Lyford is a Fourth Generation Denver Native. He graduated from Denver East High School and attended Trinity College in Hartford, CT, where he received his BA. Andy has spent his entire professional career as a Financial Advisor; a span of over 27 years. He has been affiliated with LPL Financial since 1997 and established Charlton Investment Services in 2000. Andy offers a full range of financial products from traditional (stocks, bonds, mutual funds, etc.) to alternatives (Hedge funds, Private Debt/Private Equity, Managed Futures, etc.). He has been married for 23 years and is the proud father of Grace,11, Sydney Dog, 7 and Molly Cat, 9. Andy's Series 6, 7, 24 and 63 held with LPL Financial.

About Charlton Investment Services, Inc.

At Charlton Investment Services we work hard to create one-on- one, long -term relationships focusing on all of our client's financial needs. Our Team approach to investment advice centers around your particular financial hopes and dreams. We know how critical aspirations such as sending your child to the right school, providing for a comfortable retirement, and financial independence late in life are to creating Financial Confidence.

Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets

Office Location 1099 18th Street,
Suite 2400,
Phone Number (650) 5561310

Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.

Qualifications CRD# 3125223
FirmCRD# 421
Series 4, 7, 24, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly

Office Location 8400 E Prentice Ave.,
Suite 715,
Greenwood Village,
Phone Number (303) 7933999

. Herb White is founder and president of Life Certain Wealth Strategies. He is a Certified Financial Planner™, a respected speaker and author with a B.A. in Economics and a Masters in Business Administration. Herb’s mission is to help clients build and maintain wealth and assist them in achieving their financial goals by using time tested strategies and providing objective financial guidance. Herb is committed to helping his clients understand their investment options and alternatives. With nearly 20 years of financial planning experience, Herb has been featured numerous times on Denver television stations KUSA (channel 9), KMGH (channel 7), KCNC (channel 4), and KDVR (channel FOX 31). His financial articles and quotes have appeared locally and nationally in publications including: Accounting Today, Denver Business Journal, National Underwriter, Northern Colorado Business Report, American Banker, 5280 Magazine, Advisor Today, Investment News and many others. Herb is a member of The Financial Planning Association, The National Association of Insurance and Financial Advisors and he has the professional designations Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Financial Planner™ (CFP), and Series 4, 7, 24, 63, and 65 securities licenses. His personalized advisory services include: Comprehensive Financial Planning, Stock Option Exercise Planning, Pre and Post Retirement Income Distribution Planning and Risk Management Strategies. Securities and Investment Services offered through Woodbury Financial Services member FINRA, SIPC and a Registered Investment Advisor. Life Certain Wealth Strategies and Woodbury Financial Services are not affiliated entities.

About Life Certain Wealth Strategies

When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective; someone who is not paid more to sell you one product rather than another. You need a relationship with a firm that promises always to put your interest first, a firm with proven experience and the right credentials. Life Certain Wealth Strategies, LLC. offers you all this and much more.

List of Additional Financial Advisors in Colorado
ElderAdo Financial Montrose, CO
Spire Investment Partners Highlands Ranch, CO
Elderado Financial Montrose, CO
Spire Investment Partners Colorado Springs, CO
Spire Investment Partners Co Spgs, CO
BluePrint Financial Services Arvada, CO
Edelman Financial Engines, LLC Westminster, CO
Margin Greenwood Village, CO
Intelligent Investing Loveland, CO
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?