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Find Top Financial Advisors in Fort Collins, Colorado

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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 Fort Collins, 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 Fort Collins

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.

Qualified Financial Advisors in Fort Collins, Colorado
Financial Advisor Office Location Phone Number
Adam Brunin
Navigation Wealth Management
3500 JFK Parkway,
Fort Collins, CO  80525
970-672-1236
Andrew Hoffmeyer
Andrew Hoffmeyer
3711 John F Kennedy,
Fort Collins, CO  80525
970-821-8500
Wendy Martinez
Edelman Financial Engines, LLC
1635 Foxtrail Drive,
Loveland, CO  80538
720-354-3473
Paul D. Spurlock
ARIS Wealth Management, LLC
2539 Lake Meadow Drive,
Lafayette, CO  80026
800-887-9316
Claire Mork
Edelman Financial Engines, LLC
1885 W. 120th Avenue,
Westminster, CO  80234
720-354-3474

Information on Qualified Financial Advisors in Fort Collins

Qualifications CRD# 4407663
FirmCRD# 282640
Series 6, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 3500 JFK Parkway,
Suite 300,
Fort Collins,
CO 
80525
Phone Number 970-672-1236

About 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.



Qualifications CRD# 5099694
FirmCRD# 801-107312
Series 63, 65

Compensation/Fee Fee Only


Office Location 3711 John F Kennedy,
Suite 230,
Fort Collins,
CO 
80525
Phone Number 970-821-8500

I found a passion for investing, finance, and tax early in my college studies. I graduated from Colorado State University in 2005, with a Bachelor of Science in Business with Finance and Economics concentrations. I found a natural fit in the investment and retirement planning industry right out of college, and have been enjoying helping people asses and reach their financial goals ever since. I started my career with a firm in Downtown San Diego, and my focus was helping attorneys from New York to San Francisco in building their investment portfolios and planning their retirement. Over my 15 years in the industry, I have developed a passion for addressing needs far beyond asset allocation and diversification. I've found there is a gap between tax planning and investment planning, and I dispense a lot of my advice with the focus of bridging this gap. I grew up in Fort Collins, where I currently reside. My wife, who is also in the investment industry, and I founded a charity and we are both current board members. We enjoy giving back to the community. I grew up playing hockey, and when time allows I like to get back on the ice, hike 14ers, and participate in various other outdoor activities.

About Andrew Hoffmeyer

Your financial objectives for your family, business, and heirs drive our entire planning process. Our Mission is to get to know and understand your needs, and to develop, and execute a strategy designed for your individual needs. What we do isn't for everyone, and we take great pride in working with a select number of the right clients instead of trying to be all things to all people.



Qualifications CRD# 6847664
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1635 Foxtrail Drive,
Suite 125,
Loveland,
CO 
80538
Phone Number 720-354-3473

I chose to be a financial planner because I'm passionate about helping my clients work through their financial challenges to build a secure future for themselves and their families. Away from work, I'm often hiking in the mountains with my husband and son, doing yoga, reading, listening to podcasts or taking on yet another exciting DIY project.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4516725
FirmCRD# 124583
Series 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 2539 Lake Meadow Drive,
Lafayette,
CO 
80026
Phone Number 800-887-9316

Paul D. Spurlock, CRPC has 18 years of experience as a licensed advisor. As one of the country's leading experts in the field of retirement income planning, the unique and advanced planning techniques that he utilizes enables him to produce retirement income and preservation of principal strategies for his clients that are greatly sought after in today's economic environment. He frequently acts as a consultant to numerous other financial advisors around the country, CPA's, and attorneys who are also looking for the best solutions to their clients' needs. As the founder and President of ARIS Wealth Management, LLC, Paul has made it his personal mission to educate the American public about the necessity of re-designing their portfolios correctly for the Income / Preservation Phase of life. Paul believes that when it comes to achieving predictable, stable retirement income and preservation of principal, most people are simply looking for a better way to do things, and that is what he and ARIS Wealth Management, LLC are here to give them.

About ARIS Wealth Management, LLC

We specialize in helping retirees and pre-retirees redesign their portfolios correctly for the Income / Preservation Phase of life. The goal is to provide predictable income, stable growth, and preservation of principal simultaneously through mathematically correct portfolio design.



Qualifications CRD# 5047897
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1885 W. 120th Avenue,
Suite 800,
Westminster,
CO 
80234
Phone Number 720-354-3474

When I'm not at work, I'm with my husband Josh and two boys, Anders and Owen. I'm a Colorado native and enjoy hiking in our gorgeous mountains, yoga, travel and watching Netflix when I don't feel like being active.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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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?