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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Colorado Springs, Colorado. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Colorado Springs

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Qualified Financial Advisors in Colorado Springs, Colorado
Financial Advisor Office Location Phone Number
Paul OHara
Asbury Wealth Partners
6385 Corporate Drive,
Colorado Springs, CO  80919
(719) 531-6276
Don Leander, CFP®
Financial Planning Strategies
6645 Delmonico Blvd.,
Colorado Springs, CO  80919
(719) 266-5335

Information on Qualified Financial Advisors in Colorado Springs

Qualifications CRD# 2754305
FirmCRD# 6413
Series 7, 24, 55, 63

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


Office Location 6385 Corporate Drive,
Suite 205,
Colorado Springs,
CO 
80919
Phone Number (719) 5316276

Paul OHara is a Certified Financial Planner (CFP) professional with vast knowledge and experience in the investment management and financial planning. He earned his undergraduate degree in History from Rutgers University. Paul began his career as a bond trader with Patriot Securities in New York. He has worked as a Vice President of Trading and Market Maker for Fleet Bank and Hudson Securities before moving from New Jersey to Colorado with his family in 2006. Paul has been directly serving individual and institutional clients on a one on one basis since 2008 thru his relationship with LPL Financial Corporation.

About Asbury Wealth Partners

At Asbury Wealth Partners, it is our mission to help you prosper by implementing comprehensive financial strategies developed to help grow and protect the assets entrusted to us. We specialize in investment management and financial planning options tailored to your goals. Our diversified approach towards portfolio design & management combines both strategic and tactical principles that strive to protect what you have worked so hard for while prudently taking advantage of opportunities. Portfolios are managed in-house using proprietary, state-of-the-art techniques. We deliver best in class service while helping you achieve your goals. No matter your stage in life, give us a call today to schedule a consultation session and find out how we can be a part of your success story.



Qualifications CRD# 1031780

Compensation/Fee Fee Only, Based on Assets


Office Location 6645 Delmonico Blvd.,
Suite 101,
Colorado Springs,
CO 
80919
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.



List of Additional Financial Advisors in or around Colorado Springs, Colorado
Financial Advisor Office Location Phone Number
Mike Papa
Spire Investment Partners
101 North Cascade Ave, Suite 320,
Colorado Springs, CO  80903
(719) 228-3630
Tracey Frank
Spire Investment Partners
30 Ravenglass Way,
Co Spgs, CO  80906
(719) 538-5980

Information on Additional Financial Advisors in or around Colorado Springs, Colorado

Mike Papa

Spire Investment Partners

Qualifications CRD# 2110122

Tel: (719) 2283630
101 North Cascade Ave, Suite 320,
Colorado Springs,
CO 
80903


Tracey Frank

Spire Investment Partners

Qualifications CRD# 1773889

Tel: (719) 5385980
30 Ravenglass Way,
Co Spgs,
CO 
80906


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FREQUENTLY ASKED QUESTIONS

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?