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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Avon
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Avon,
Colorado
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
Avon,
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
Avon, Colorado.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 26 Years | $175,000,000 | $0 | Fee-Only |
Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66
Compensation/Fee Fee-Only, Flat Fee
Office Location
4551 13th Street,
Boulder,
CO
80304
Phone Number
720-887-1299
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: 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
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
About
Gold Medal Waters
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 14 | 2184 | $4,582,228,877 | A Percentage of AUM, Fixed Fees
|
When choosing a financial advisor, it's crucial to avoid common mistakes such as overlooking credentials, neglecting to assess experience and track record, overlooking conflicts of interest, not seeking references or reviews, and neglecting to discuss the advisor's fee structure. By avoiding these mistakes, you can make a more informed decision and select a financial advisor who is qualified, experienced, unbiased, and aligned with your financial goals. To learn more, refer to our guide on choosing the best financial advisor in Colorado.
A vetted financial advisor in our directory for the state of Colorado can help you develop an investment strategy that aligns with your goals and risk tolerance. They can provide guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments as needed. Additionally, they can help you navigate market fluctuations and make informed decisions about buying and selling investments. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.
Financial advisors in Colorado offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.
During your first meeting with a financial advisor in Colorado, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.
Financial advisors in Colorado typically utilize different compensation methods such as charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. Understanding an advisor's fee structure will allow you to become aware of potential conflicts of interest that could impact their advice. To gain a better understanding of how financial advisors charge, read more on the costs of hiring a financial advisor.
Many financial planners and wealth managers in Colorado are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you minimize your taxes by analyzing your current tax situation, identifying tax-saving strategies, and recommending tax-efficient investment options. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.
When choosing a financial advisor in Colorado, it is important to consider factors such as their experience, credentials (CFP, ChFCs, CFAs, etc.), educational background, compensation method, and commitment to ethical practices. For more information, refer to this guide on choosing the best financial advisor.
