Barry Eastman, Financial Advisor - High Point Financial Group, LLC

Boulder, Colorado

MAI Capital Management is a Boulder-based wealth management firm serving high net worth individuals and families, with a 50-year history of integrated financial advisory services. The firm provides financial planning, investment management, and specialized services including tax planning, insurance coordination, and family office support, structured around a goals-based planning approach and customized portfolio construction. Operating with fiduciary responsibility, MAI offers personalized advice across wealth optimization, business matters, charitable giving strategies, and multi-generational financial decision-making through an in-house team combining boutique service with institutional resources.

Pueblo, Colorado

Life Well Lived Financial Group is an investment advisory firm in Pueblo, Colorado. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Westminster, Colorado

Worth Retirement Advisors, founded in 2008 by Jason Mong, is based in Westminster, Colorado and offers investment management, estate planning, and insurance analysis with a focus on retirement planning. The firm uses a proprietary process to address clients' income, tax, risk tolerance, and healthcare considerations. Services include guidance on retirement timing, Social Security strategy, and IRA conversions, supported by educational materials on retirement taxation.

Grand Junction, Colorado

Fee-Only Independent RIA

Bookcliff Financial Planning and Investments is an independent ria firm in Grand Junction, Colorado. It acts as a fiduciary. Services include Estate Planning and Retirement Planning. Compensation is on a fee-only basis. The office has a wheelchair-accessible entrance. The office is open four days a week.