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Personalized Advice For Portfolio Size of 100k And Above
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Find Top Financial Advisors in Windsor, Colorado
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Windsor, Colorado, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in Windsor, Colorado
Windsor has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Windsor, Colorado have an average of 26 years of experience.
NOTE: The list of vetted financial advisors in Windsor, 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 Windsor, Colorado.
Qualified Financial Advisors in Windsor, Colorado
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| N/A | Not Specified | Not Specified | Fee-Based | |
| 26 Years | $175,000,000 | $0 | Fee-Only | |
Edelman Financial Engines, LLC1120 W. 122nd AvenueWestminster, CO 80234 9635 Maroon CircleEnglewood, CO 80112 | N/A | $0 | Not Specified | Fee-Only |
| N/A | $93,000,000 | Not Specified | Not Specified |
Financial Advisor
ExperienceN/A
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Experience26 Years
AUM$175,000,000
Minimum Assets$0
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLC
1120 W. 122nd AvenueWestminster, CO 80234
9635 Maroon CircleEnglewood, CO 80112
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceN/A
AUM$93,000,000
Minimum AssetsNot Specified
Fee StructureNot Specified
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Information on Qualified Financial Advisors in Windsor, Colorado
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
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
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 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — 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 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — 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
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
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