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Find Top Financial Advisors in Broomfield, 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 Auburn, Alabama, 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 Broomfield, Colorado
Colorado has 18 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Colorado have an average of 21 years of experience.
NOTE: The list of vetted financial advisors in 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 Colorado.
Qualified Financial Advisors in Broomfield, Colorado
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 20 Years | $92,000,000 | $50,000 | Fee-Based | |
| 20 Years | Not Specified | $250,000 | Fee-Only | |
| 25 Years | $90,000,000 | $500,000 | Fee-Based | |
| 25 Years | $90,000,000 | $500,000 | Fee-Based | |
| Not Disclosed | $90,000,000 | Not Specified | Not Specified | |
| Not Disclosed | $0 | Not Specified | Not Specified | |
Darren MeyerAWMA®, AAMS®, CPFAEverest Wealth Advisors8400 E. Prentice AveGreenwood Village, CO 80111 | 22 Years | $31,600,000,000 | $500,000 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
Edelman Financial Engines, LLCEdelman Financial Engines, LLC8610 Explorer DriveColorado Springs, CO 80920 | Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Edelman Financial Engines, LLCEdelman Financial Engines, LLC1120 W. 122nd AvenueWestminster, CO 80234 | Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| Not Disclosed | $86,000,000,000 | $100,000 | Fee-Based | |
| 33 Years | $185,210,529 | $250,000 | Fee-Only | |
| Not Disclosed | Not Specified | Not Specified | Fee-Based | |
| 4 Years | Not Specified | $150,000 | Fee-Only | |
| 26 Years | $12,000,000 | $500,000 | Fee-Only | |
| 26 Years | $175,000,000 | $0 | Fee-Only | |
| 15 Years | $31,973,647 | $500,000 | Fee-Only | |
| Not Disclosed | $93,000,000 | Not Specified | Not Specified |
Financial Advisor
Experience20 Years
AUM$92,000,000
Minimum Assets$50,000
Fee StructureFee-Based
Financial Advisor
Experience20 Years
AUMNot Specified
Minimum Assets$250,000
Fee StructureFee-Only
Financial Advisor
Experience25 Years
AUM$90,000,000
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
Experience25 Years
AUM$90,000,000
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
ExperienceNot Disclosed
AUM$90,000,000
Minimum AssetsNot Specified
Fee StructureNot Specified
Financial Advisor
ExperienceNot Disclosed
AUM$0
Minimum AssetsNot Specified
Fee StructureNot Specified
Financial Advisor
Darren MeyerAWMA®, AAMS®, CPFAEverest Wealth Advisors8400 E. Prentice AveGreenwood Village, CO 80111
Experience22 Years
AUM$31,600,000,000
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLCEdelman Financial Engines, LLC8610 Explorer DriveColorado Springs, CO 80920
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLCEdelman Financial Engines, LLC1120 W. 122nd AvenueWestminster, CO 80234
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceNot Disclosed
AUM$86,000,000,000
Minimum Assets$100,000
Fee StructureFee-Based
Financial Advisor
Experience33 Years
AUM$185,210,529
Minimum Assets$250,000
Fee StructureFee-Only
Financial Advisor
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Experience4 Years
AUMNot Specified
Minimum Assets$150,000
Fee StructureFee-Only
Financial Advisor
Experience26 Years
AUM$12,000,000
Minimum Assets$500,000
Fee StructureFee-Only
Financial Advisor
Experience26 Years
AUM$175,000,000
Minimum Assets$0
Fee StructureFee-Only
Financial Advisor
Experience15 Years
AUM$31,973,647
Minimum Assets$500,000
Fee StructureFee-Only
Financial Advisor
ExperienceNot Disclosed
AUM$93,000,000
Minimum AssetsNot Specified
Fee StructureNot Specified
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Information on Qualified Financial Advisors in Broomfield, Colorado
VETTED
Adam Brunin,NSSA®, AIF®
Navigation Wealth ManagementAbout 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.
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.
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, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
2038 Caribou Dr.,Unit 100,Fort Collins,CO 80525
Phone Number
970-672-1236
VETTED
Adam J. Strickman,CFP®, CRPC®, APMA®
Ethos Financial PartnersAbout Adam J. Strickman
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.
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.
About Ethos Financial Partners
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.
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.
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, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Office Location
9351 Grant St.,Suite 300,Thornton,CO 80229
Phone Number
303-252-9777
VETTED
Asbury Wealth Partners,
Asbury Wealth PartnersAbout Asbury Wealth Partners
At Asbury Wealth Partners, it is our mission to help you prosper by creating a custom financial and investment management plan, tailored specifically for you. Our comprehensive strategies were developed to help you achieve your personal financial goals, to prudently care for your lifetime of savings and to take advantage of investment opportunities.
We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies.
No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.
We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies.
No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.
Qualifications
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
6385 Corporate Drive,Suite 205,Colorado Springs,CO 80919
Phone Number
719-531-6276
VETTED
Asbury Wealth Partners,
Asbury Wealth PartnersAbout Asbury Wealth Partners
At Asbury Wealth Partners, it is our mission to help you prosper by creating a custom financial and investment management plan, tailored specifically for you. Our comprehensive strategies were developed to help you achieve your personal financial goals, to prudently care for your lifetime of savings and to take advantage of investment opportunities.
We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies.
No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.
We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies.
No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.
Qualifications
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
6385 Corporate Drive,Suite 205,Colorado Springs,CO 80919
Phone Number
719-531-6276
VETTED
Asbury Wealth Partners,
Asbury Wealth PartnersAbout Asbury Wealth Partners
At Asbury Wealth Partners, it is our mission to help you prosper by creating a custom financial and investment management plan, tailored specifically for you. Our comprehensive strategies were developed to help you achieve your personal financial goals, to prudently care for your lifetime of savings and to take advantage of investment opportunities.
We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies.
No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.
We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies.
No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.
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, Insurance Products & Annuities
Qualifications
Compensation/Fee
Office Location
6385 Corporate Drive,Suite 205,Colorado Springs,CO 80919
Phone Number
719-531-6276
VETTED
Clear Creek Advisors,
Clear Creek AdvisorsAbout Clear Creek Advisors
Why Choose Us: Your Trusted Financial Partner
At Clear Creek Advisors, we specialize in helping individuals and families, particularly those between the ages of 55 and 75, gain clarity, confidence, and control over their financial future. Our clients choose us not just for what we do, but for how we do it.
Our approach is anchored in three core pillars that define everything we stand for: independence, evidence-based investing, and a comprehensive planning process.
True Independence: We believe true independence means being free from the influence of proprietary products or one-size-fits-all solutions. It allows us to remain objective, eliminate bias, and make recommendations based solely on what's best for you. Independence also means we challenge conventional thinking, seek out the best answers not just the easy ones, and strive to lead rather than follow.
Evidence-Based Philosophy: Our investment philosophy is rooted in data, research, and long-term discipline not market predictions or gut feelings. We stay the course in both calm and volatile markets, maintaining conviction that is grounded in proven strategies. We take pride in working with informed clients who value transparency, logic, and lasting results.
Comprehensive, Client-Centered Process: We take a 360-degree view of your financial life, seeking opportunities in every area that could impact your investment success. Our process is designed to align your resources with your goals through efficient, strategic planning. As fiduciaries, we're committed to putting your best interests first always.
At Clear Creek Advisors, we don't just manage money. We build partnerships, instill confidence, and deliver peace of mind. Let us help you navigate life's financial complexities with purpose and clarity.
Our approach is anchored in three core pillars that define everything we stand for: independence, evidence-based investing, and a comprehensive planning process.
True Independence: We believe true independence means being free from the influence of proprietary products or one-size-fits-all solutions. It allows us to remain objective, eliminate bias, and make recommendations based solely on what's best for you. Independence also means we challenge conventional thinking, seek out the best answers not just the easy ones, and strive to lead rather than follow.
Evidence-Based Philosophy: Our investment philosophy is rooted in data, research, and long-term discipline not market predictions or gut feelings. We stay the course in both calm and volatile markets, maintaining conviction that is grounded in proven strategies. We take pride in working with informed clients who value transparency, logic, and lasting results.
Comprehensive, Client-Centered Process: We take a 360-degree view of your financial life, seeking opportunities in every area that could impact your investment success. Our process is designed to align your resources with your goals through efficient, strategic planning. As fiduciaries, we're committed to putting your best interests first always.
At Clear Creek Advisors, we don't just manage money. We build partnerships, instill confidence, and deliver peace of mind. Let us help you navigate life's financial complexities with purpose and clarity.
Qualifications
Compensation/Fee
Office Location
7900 E Union Ave suite 150,Denver,CO 80237
Phone Number
720-642-8348
VETTED
Darren Meyer,AWMA®, AAMS®, CPFA
Everest Wealth AdvisorsAbout Darren Meyer
I am the President & Wealth Advisor at Everest Wealth Advisors. After graduating from the University of Arkansas, I began a career in corporate accounting, and transitioned into financial advisory in 2002 out of a desire to generate a positive impact for people in my community. My motivation is derived from watching my clients evolve and become empowered by financial freedom as a result of the advice and guidance I have given them. We like to call our clients family, as they truly are to me. This is why I have such a drive to help them reach and maintain their goals. In my free time, you will find me spending quality time with my wife, Christine, by giving back to the community via various charity work. Other times, us traveling, fly-fishing, cheering on the Broncos and the Arkansas Razorbacks, or playing with our lovable Labrador, Jack.
About Everest Wealth Advisors
Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.
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, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
8400 E. Prentice Ave,Suite 1010,Greenwood Village,CO 80111
Phone Number
720-826-1092
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout 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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. 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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
9635 Maroon Circle,Suite 405,Englewood,CO 80112
Phone Number
877-208-7414
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout 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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. 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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
8610 Explorer Drive,Suite 120,Colorado Springs,CO 80920
Phone Number
877-208-7414
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout 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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. 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 each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
1120 W. 122nd Avenue,Suite 300,Westminster,CO 80234
Phone Number
877-208-7414
VETTED
Empower ,
EmpowerAbout Empower
We're a financial services company on a mission to empower financial freedom for all. We know that everyone has money questions, and we're here to help get you answers. We work with individuals and all sizes of organizations to offer investment, wealth management, and retirement solutions, along with the free Empower Personal Dashboard™, so everyone can have a clear understanding of where their finances are today and where they're heading. This way, you're able to take control of your financial future and empower what's next.
WHY USE EMPOWER
At Empower, we take pride in helping people with saving, investing, and advice while providing state-of-the-art tools and resources to help them reach their financial goals.
Our mission is to empower financial freedom for all by delivering advice, personalized guidance, and critical support to people throughout their financial lives. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their financial journey.
Real help. Real people.
You'll always have the chance to talk to a real person. They'll listen, ask questions and work with you to understand your needs and provide next steps.
Easy to understand.
We believe your finances should be easy to understand, so we make sure we explain everything in straightforward terms.
A 360 view.
See a complete picture of your accounts in one place with a single login. Plus, access tools designed to help you track, manage and plan your finances.
Empower Advisory Group, LLC. ("EAG") compensates Respond.com for new leads. Respond.com is not an investment client of EAG. EAG is not responsible for and does not control the assessments and qualifications used by Respond.com to vet and match advisory firms with individuals utilizing Respond.com tools and services.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Compensation/Fee
Fee-Based
Office Location
8515 E. Orchard Road,Greenwood Village,CO 80111
Phone Number
855-855-8005
VETTED
Jason Crawshaw,CPA
William Allan, Inc.About Jason Crawshaw
Jason C. Crawshaw, CPA, CEO & President of William Allan, Inc, has worked in capital markets and financial services for more than 33 years. Mr. Crawshaw started his career as a CPA with a big eight public accounting firm and moved into advising clients in 2001 as the co-founder of the Investment Advisor firm Crawshaw Capital Management, LLC. In addition to co-founding Crawshaw Capital, Mr. Crawshaw started the investment partnership of TWG Holdings, LLC. Having begun his career in public accounting with the Deloitte & Touche Financial Services Division, Mr. Crawshaw moved into private industry in 1994 where he spent five years with Farmers Insurance Group's Finance operation, specializing in securities reporting. He ended his career with Farmers as the Chief Financial Officer of FFS Holding, LLC, the parent company of Farmer's NASD registered broker-dealer, for which he was also the Financial and Operations Principle. After serving in the United State Air Force, Mr. Crawshaw attended Loyola Marymount University in Los Angeles, where he graduated cum laude in 1992 with a Bachelor of Science degree in Accounting. He was born in 1967, holds a CPA license in California, has successfully completed the NASD Financial & Operations Principal examination (Series 27), and the NASD Uniform Investment Adviser Law examination (Series 65). Mr. Crawshaw also directed the Finance function of the Goetzman Group for six years, and is the co-founder of the Gracie Charitable Trust, a 501(c)(3) organization dedicated to helping students make it to college and finding a cure for cancer. In his spare time, Mr. Crawshaw enjoys playing golf with his family, traveling and hiking.
About William Allan, Inc.
Established in 2004, The William Allan Corporation is a veteran owned, SEC registered independent investment advisory firm committed to a singular mission: empowering our clients to achieve their financial aspirations through sustained capital growth and income. Serving a diverse clientele of over 200 individuals, families, businesses, trusts, and nonprofit organizations, we pride ourselves on personalized financial solutions tailored to meet specific goals. Our investment philosophy is grounded in decades of practical experience. Before founding William Allan, our team collectively spent twelve years managing The Westmoreland Group, a private equity group specializing exclusively in capital appreciation. This foundational strategy continues to shape our approach today. With more than 30 years of investing in stocks, we have adeptly navigated through significant periods of volatility, including six major market corrections. While the future remains unpredictable, our steadfast belief in disciplined investing, coupled with patience and perspective, consistently yields enduring outcomes. At William Allan, every client relationship is valued as a partnership. We invest alongside our clients, aligning our personal financial stakes with the portfolios we manage. This unwavering commitment underscores our confidence in our process and reinforces our dedication to your financial success.
Advisory Services Provided
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Office Location
3711 John F Kennedy Pkwy,Suite 420,Fort Collins,CO 80525
Phone Number
951-768-0133
VETTED
Layman Lewis Financial Group,
Layman Lewis Financial GroupAbout 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
Firm CRD# 282580Series 63, 65
Compensation/Fee
Fee-Based, Based on Assets
Office Location
5401 Stone Creek Circle,Suite 201,Loveland,CO 80623
Phone Number
970-669-1225
VETTED
Maia Wealth,CFP®
Maia WealthAbout Maia Wealth
Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Look your advisors up on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are pure Investment Advisers.
Why Independent Matters You should be able to trust your advisors without wondering whether they are looking out for their/their firm's best interest or yours. As an independent RIA, Maia Wealth:
Is a fiduciary 100% of the time when giving investment advice
Has a fee structure that is simple and transparent
Fees range from 0.20% to 1.20% annually
Does not have proprietary funds
Comprehensive Planning Your team through Maia Wealth's network consists of CERTIFIED FINANCIAL PLANNERS", CPAs, portfolio managers, and attorneys to offer you the highest level of expertise to support your complex needs. We understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture.
Exemplary Service We see our clients as partners, and as partners, they receive a relationship that is responsive, attentive, and personal.
Our team genuinely cares. We take the time to get to know you and your family.
We encourage all of our clients to schedule a meeting for plan review semi-annually and reach out whenever there is a question.
Get in touch Wouldn't you rather have completely unbiased and conflict-free advice when planning for you and your family's future?
Book an appointment.
Why Independent Matters You should be able to trust your advisors without wondering whether they are looking out for their/their firm's best interest or yours. As an independent RIA, Maia Wealth:
Is a fiduciary 100% of the time when giving investment advice
Has a fee structure that is simple and transparent
Fees range from 0.20% to 1.20% annually
Does not have proprietary funds
Comprehensive Planning Your team through Maia Wealth's network consists of CERTIFIED FINANCIAL PLANNERS", CPAs, portfolio managers, and attorneys to offer you the highest level of expertise to support your complex needs. We understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture.
Exemplary Service We see our clients as partners, and as partners, they receive a relationship that is responsive, attentive, and personal.
Our team genuinely cares. We take the time to get to know you and your family.
We encourage all of our clients to schedule a meeting for plan review semi-annually and reach out whenever there is a question.
Get in touch Wouldn't you rather have completely unbiased and conflict-free advice when planning for you and your family's future?
Book an appointment.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 292817Series 65
Compensation/Fee
Fee-Only, Based on Assets
Office Location
1401 17th St.,Suite 850,Denver,CO 80202
Phone Number
720-782-0005
VETTED
Mark Starosciak,CFP®, CRPC®
Infinium Investment Advisors, LLCAbout Mark Starosciak
Mark is a CERTIFIED FINANCIAL PLANNER(TM) 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 successful investors 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.
About Infinium Investment Advisors, LLC
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 retirees, executives & entrepreneurs.
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 retirees, executives & entrepreneurs.
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
Qualifications
Compensation/Fee
Fee-Only, Hourly, Based on Assets
Office Location
50 South Steele Street,#830,Denver,CO 80209
Phone Number
720-253-1818
VETTED
Matthew Kelley,CFP®, 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
Michael Carrico,CFP®, CRPC®
Howe & Rusling, Inc.About Michael Carrico
Michael is a Wealth Manager who has worked in the financial services industry since 2011. He holds the CERTIFIED FINANCIAL PLANNER" and Chartered Retirement Planning Counselor" designations and received a Bachelor of Arts in Economics from Colorado State University. Prior to joining Howe & Rusling, Michael worked as a Senior Financial Consultant with T. Rowe Price and a Senior Wealth Advisor with Empower.
Michael has a passion for helping his clients achieve their financial goals. He understands that every person and family is unique and believes that having a plan and a trusted advisor is the foundation to his clients' success.
When he isn't staying busy with finance Michael can be found traveling or enjoying the beautiful outdoors of Colorado with his wife, Aleksandra, and their two rescue dogs. Some of his favorite activities are mountain biking, rock climbing and snowboarding.
Michael has a passion for helping his clients achieve their financial goals. He understands that every person and family is unique and believes that having a plan and a trusted advisor is the foundation to his clients' success.
When he isn't staying busy with finance Michael can be found traveling or enjoying the beautiful outdoors of Colorado with his wife, Aleksandra, and their two rescue dogs. Some of his favorite activities are mountain biking, rock climbing and snowboarding.
About Howe & Rusling, Inc.
Howe & Rusling is a full-service wealth management firm that provides financial planning, investment management, estate planning and tax strategy. We believe in a holistic, data-driven approach to evaluate and optimize your financial well-being.
Our process begins with fully understanding what you want most out of life. Using sophisticated tech and in-depth analysis we'll collaboratively create a strategic roadmap to help you achieve more with your money.
Our process begins with fully understanding what you want most out of life. Using sophisticated tech and in-depth analysis we'll collaboratively create a strategic roadmap to help you achieve more with your money.
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, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
7925 French Rd,Colorado Springs,CO 80920
Phone Number
719-412-0184
VETTED
Peak Financial Management,CFP®
Peak Financial ManagementAbout 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
Office Location
10901 W 120th Ave,#135,Broomfield,CO 80021
Phone Number
303-255-2252
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