WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Englewood, 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.
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 Englewood, Colorado | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| BRANNON HERTEL MAC Insurance & Financial Services |
16 Inverness Place E, D-200, Englewood, CO 80112 |
(720) 980-1133 |
| Mark Starosciak | CERTIFIED FINANCIAL PLANNER Infinium Investment Advisors, LLC |
50 South Steele Street #830, Denver, CO 80209 |
(720) 253-1818 |
| Personal Capital Personal Capital Advisors Corporation |
1099 18th Street, Denver, CO 80222 |
(650) 556-1310 |
| Derek Eichenwald Triumph Capital Management |
1610 Wynkoop Street, Denver, CO 80202 |
(720) 598-9252 |
| Andy Lyford Charlton Investment Services, Inc. |
1231 S. Parker Rd Suite 104, Denver, CO 80231 |
(303) 632-8692 |
| Stephen Gordon Cornerstone Asset Management |
One DTC 5251 DTC Parkway, Greenwood Village, CO 80111 |
(303) 779-2524 |
| Mark W Thompson AIF®, RICP® Wealth Partners, Inc. |
6312 South Fiddlers Green Circle, Greenwood Village, CO 80111 |
(303) 790-7443 |
| Reuben J. Brauer, CFP® Callahan Financial Planning Company |
6500 S Quebec St Ste 300, Centennial, CO 80111 |
(303) 222-7100 |
| Herb White, CFP® Life Certain Wealth Strategies |
8400 E Prentice Ave., Greenwood Village, CO 80111 |
(303) 793-3999 |
| Adam J. Strickman, CFP®, CRPC®, APMA® Ethos Financial Partners |
9351 Grant St., Thornton, CO 80229 |
(303) 252-9777 |
| 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 |
| Patrick Lynch Patrick Lynch Financial |
1870 W. 122nd Ave, Westminster, CO 80234 |
(303) 218-9957 |
| Claire Mork Edelman Financial Engines, LLC |
1885 W. 120th Avenue, Westminster, CO 80234 |
(303) 280-0626 |
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,
Englewood,
CO 80112
Phone Number
(720) 9801133
With more than 13 years helping people prepare for retirement, I've worked with folks in nearly all of life's stages. My clients vary from couples and individuals who've managed their investment assets most of their lives and now want some guidance as they prepare for retirement, to those with life changes--like divorce and job loss--thrust upon them, who need help developing a strategy for moving forward, to young families getting started with investing and saving money for their kids' college expenses. If you're looking for ways to grow your investments for retirement or build a college savings account or simply plan for your future, let's have a conversation about how I might help you reach your goals. I take pride in providing personalized, conscientious service with the primary objective of making life's financial journey more comfortable. As an independent financial planner and Accredited Investment Fiduciary®, I focus objectively on the needs of my clients instead of emphasizing a specific product or company. Independence allows me to advocate for clients by making recommendations appropriate to their specific plan and tolerance for risk. I employ both fee-based and blended approaches with clients.
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# 4018163
FirmCRD# 149123
Series 65
Compensation/Fee
Fee Only, Based on Assets, Hourly
Office Location
50 South Steele Street #830,
Denver,
CO 80209
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.
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
FirmCRD# 155172
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets
Office Location
1099 18th Street,
Suite 2400,
Denver,
CO 80222
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.
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# 4613771
FirmCRD# 282814
Series 7, 24, 66
Compensation/Fee
Fee-Based (Fee and Commissions)
Office Location
1610 Wynkoop Street,
Suite 550,
Denver,
CO 80202
Phone Number
(720) 5989252
Mr. Eichenwald is the CEO and Senior Investment Executive with Triumph Capital Management. He is a graduate of Colorado State University with a Bachelor's degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania Wharton School of Business. He holds the following securities registrations, Series 7, 66 and 24 and is also licensed to offer life, disability, health, and long-term care insurance. Mr. Eichenwald has enjoyed a long career in financial services. He has worked at some of Wall Streets largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations and non-profit institutions. Mr. Eichenwald assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.
Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them pursue their goals. Our staff consists of experienced professionals with a hands-on approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients.
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,
Denver,
CO 80231
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.
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
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,
CO 80111
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.
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# 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,
CO 80111
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.
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# 5887664
FirmCRD# 153050
Series 65, 66
Compensation/Fee
Fee Only, Based on Assets, Flat Fee, Hourly
Office Location
6500 S Quebec St Ste 300,
Centennial,
CO 80111
Phone Number
(303) 2227100
Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado. We provide a special form of conflict-free financial advice called fee-only financial planning. This means both the company and all of our financial advisors make a legal and ethical commitment to place the interest of our clients first in everything that we do, and we will never receive a sales commission for anything we do. Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.
Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado. We provide a special form of conflict-free financial advice called fee-only financial planning. This means both the company and all of our financial advisors make a legal and ethical commitment to place the interest of our clients first in everything that we do, and we will never receive a sales commission for anything we do. Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.
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,
CO 80111
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. Herbs 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.
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.
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,
Thornton,
CO 80229
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.
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# 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,
Thornton,
CO 80229
Phone Number
(303) 2529777
As a financial advisor, I help de-mystify the process of achieving financial goals.
Your financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you whether its 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# 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,
Westminster,
CO 80234
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.
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# 5047897
FirmCRD# 104510
Series 6, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
1885 W. 120th Avenue,
Suite 800,
Westminster,
CO 80234
Phone Number
(303) 2800626
Joined Edelman Financial Engines in 2009. Began her career in the financial services industry in 2006. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Business Administration from the University of Colorado in Boulder. Married to Joshua. They have two children.
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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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?
