Find Top Financial Advisors in Montrose, Colorado

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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.

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Finding the Top Financial Advisor in Montrose, Colorado
Last Updated - 04-Aug-2022

Montrose has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 8 non-vetted advisors in your local area. These financial advisors in Montrose, Colorado have an average of 15 years of experience.

NOTE: The list of financial advisors in Montrose, Colorado mentioned below do 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 Montrose, Colorado.

Qualified Financial Advisors in Montrose, Colorado
Financial Advisor Experience AUM Minimum Assets Fee Structure
Justin Pritchard
402 South 2nd Street, Suite 6,
Montrose, CO 81401
15 $10,599,904 Not Specified Fee-Only

Information on Qualified Financial Advisors in Montrose

Qualifications CRD# 4055823
Firm CRD# 299214

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

Office Location 402 South 2nd Street, Suite 6,
Phone Number 970-765-0595

Hi, I'm Justin Pritchard, CFP®, founder of Approach Financial, Inc. in Montrose, Colorado. I've been helping people with their money for over 15 years, and my goal is to help you get things done so you can move on to the more important things in life. Whether you prefer to spend time with loved ones, get outdoors, or do anything else, getting those necessary financial tasks behind you makes it easier. I love helping people get on track and stay there. Let's figure out when you can retire, what it will look like, and examine several what-if scenarios. See how Social Security and healthcare expenses might look in your future. Can you retire early, and what will it take to do so? Do you need help evaluating whether or not it makes sense to take a pension, buy an annuity, or use other strategies that you've heard about? I don't know everything about everything, but I have been quoted in the New York Times, Consumer Reports, the Wall Street Journal, Time, Forbes, and more. Please let me know what's on your mind!

About Approach Financial, Inc.

You're smart enough to figure all of this out yourself, but maybe you;d rather do other things. That describes most clients of Approach Financial Planning. And if you prefer not to work with a big firm (with the requisite expensive suits and CNBC blaring on the television), you're in the right place. We're not trying to emulate Wall Street. My priority is to help you get clarity and confidence as you move into the next chapter of life. Take advantage of my 15 years of experience to get the answers and guidance you need. You'll pay no commissions under our fiduciary, fee-only arrangement. Whether you want ongoing investment advice and management or a one-time flat-fee analysis, you're in control of the relationship. Justin Pritchard, CFP® (the founder of Approach Financial, Inc.) has been quoted in the New York Times, Consumer Reports, the Wall Street Journal, Time, Forbes, and more.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Top Financial Advisor Firms in Montrose, Colorado (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Colorado West Investments, Inc.
1731 E Niagara Rd,
Montrose, CO 81401
$187,871,835 863 A percentage of AUM
Hourly charges
Elderado Financial, Inc
1100 S. Townsend Ave,
Montrose, CO 81401
$147,953,170 825 A percentage of AUM
Fixed fees

    List of Additional Advisors in Montrose, Colorado*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Edward Jones
    Inquire with Edward
    221 Colorado Ave, Suite B, Montrose, CO  81401 970-249-0925
    Edward Jones
    Inquire with Edward
    1544 Oxbow Dr, Suite 202, Montrose, CO  81401 970-249-2381
    Edward Jones
    Inquire with Edward
    1544 Oxbow Dr, Suite 202, Montrose, CO  81401 970-249-2381
    Edward Jones
    Inquire with Edward
    303 N 1st St, Suite A, Montrose, CO  81401 970-497-7932
    Edward Jones
    Inquire with Edward
    164 Colorado Ave, Suite B, Montrose, CO  81401 970-240-3114
    Edward Jones
    Inquire with Edward
    701 E Main St, Ste F, Montrose, CO  81401 970-252-1819
    Edward Jones
    Inquire with Edward
    1425 Hawk Parkway, Suite 2, Montrose, CO  81401 970-249-0786
    Edward Jones
    Inquire with Edward
    221 Colorado Ave, Suite B, Montrose, CO  81401 970-249-0925
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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.

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      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?