Fiduciary advisors in Colorado

Arvada, Colorado

29:11 Financial Planning is a women-owned firm in Arvada, Colorado that serves women and families managing multiple responsibilities such as careers, children, and elder care. The firm provides financial planning services encompassing budgeting, cash flow management, investments, tax planning, college planning, retirement planning, estate planning, Social Security and Medicare planning, debt management, and real estate management. The firm emphasizes a values-driven approach that examines the client's complete financial situation and adapts as life circumstances change. 29:11 also offers educational events and complimentary consultations for women seeking to address specific financial questions and goals.

Aspen, Colorado

Ashton Thomas Private Wealth is an investment and wealth management firm based in Aspen, Colorado, serving affluent individuals and families. The firm offers asset management, wealth planning, estate and trust solutions, tax advice, insurance products, and banking services, with some services delivered through affiliated entities. Leadership includes Aaron Brodt, Drinan Gorney, and Kevin Kading, supported by teams specializing in wealth planning, asset management, tax advisory, and client services.

Aspen, Colorado

PCM Encore is a SEC-registered independent investment advisor and fiduciary based in Aspen, Colorado, with additional offices in Palo Alto, Bellevue, Dallas, Miami, Richmond, and New York. The firm provides wealth management, financial planning, investment management, estate services, and family office support to high-net-worth individuals, families, and trusts, operating on an open-architecture model with access to estate attorneys, tax accountants, and insurance specialists. The firm employs a specialized team structure that separates wealth planning from portfolio management, drawing on Modern Portfolio Theory principles and technology platforms developed by leadership. PCM Encore is employee-owned and structured to operate as a fiduciary.

Berthoud, Colorado

Dellinger Wealth Management - Raymond James is an investment advisory firm in Berthoud, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

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.

Boulder, Colorado

Boulder Wealth Advisors is an independent, fee-only fiduciary firm in Boulder, Colorado offering financial planning and investment management to individuals, families, couples, and small business owners. The firm operates as 100% employee-owned with no affiliations to banks or other institutions and generates revenue exclusively from client fees. With over 25 years in business, the firm employs a proprietary planning process called Life On A Page™ and manages accounts starting at $500,000, meeting with clients quarterly or as needed.

Boulder, Colorado

BlueBird Advisory, based in Boulder, Colorado, is an independent fiduciary firm founded by Peter Ruh, who brings over 40 years of investment experience. The firm provides investment management, tax planning, and real estate advisory services, including 1031 exchanges, alternative investments, insurance planning, and long-term care strategies. Ruh offers three core strategy models—Green, Blue, and Black—aligned to different risk profiles, along with customized planning for individual clients.

Boulder, Colorado

Pathstone is a Boulder-based financial planning and investment management firm serving high-net-worth families and business owners. The firm operates as a fiduciary and works with clients on financial planning around major life events—such as business sales, family transitions, wealth transfers, and estate matters—as well as ongoing investment management and coordination of financial affairs. Their stated approach emphasizes multi-generational planning, collaboration with professional advisors, and alignment with clients' broader life goals and values.

Boulder, Colorado

Colorado Capital Management is an investment advisory firm in Boulder, Colorado. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 53 Google reviews.

Buena Vista, Colorado

Elk Mountain Financial LLC is a financial advisory firm serving individuals, families, businesses, and nonprofits from offices in Buena Vista and Alamosa, Colorado, with remote appointment options available. The firm provides comprehensive financial planning, estate planning strategies, tax planning, wealth transfer guidance, and business retirement plan services on a flat-fee basis, with advisory account fees ranging from 1.3% to 0.8% depending on account value. Their stated process involves discovery, planning, implementation, and ongoing monitoring to address clients' financial objectives and life circumstances.

Castle Rock, Colorado

Jackson Wealth Management is an investment advisory firm in Castle Rock, Colorado. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Castle Rock, Colorado

Future Capital Management is a financial advisory firm in Castle Rock, Colorado that serves individuals planning for or in retirement. The firm offers financial planning, insurance analysis, and investment management with a focus on retirement strategy, asset preservation, and addressing concerns such as longevity risk. The team emphasizes client-centered service and educational approach to help clients understand financial concepts and work toward their long-term objectives.

Centennial, Colorado

Elite Wealth Management in Centennial, Colorado provides investment management and wealth management services to families with $500,000 or more in retirement and investment assets. The firm serves sports professionals, business owners, engineers, and technology workers who prefer a straightforward investment approach grounded in historical analysis and global diversification, with attention to tax efficiency and cost control. The firm emphasizes long-term investing discipline, regular client communication, and evidence-based decision-making rather than market timing.

Colorado Springs, Colorado

Patrick Neukom - Raymond James is an investment advisory firm in Colorado Springs, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Colorado Springs, Colorado

David Urlaub - Thrivent is an investment advisory firm in Colorado Springs, Colorado. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Colorado Springs, Colorado

Fee-Only Independent RIA

Bonfire Financial is an independent, fee-only registered investment advisor in Colorado Springs staffed by CFP professionals who operate on a fiduciary basis. The firm offers a structured four-step planning process called the Bonfire Method, which costs $4,500 and produces written planning documents covering taxes, insurance, investments, estate planning, and alternative assets; clients who engage in ongoing services receive a full credit of this fee. After the initial planning engagement, clients can choose among three service models: independent implementation of the plan, full portfolio management at a fee starting at 1.00% annually with a $7,000 minimum, or consulting-only guidance at a flat $6,000 annual fee.

Colorado Springs, Colorado

Confidence Financial Partners is an investment advisory firm in Colorado Springs, Colorado. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Colorado Springs, Colorado

Carson Wealth is an investment advisory firm in Colorado Springs, Colorado. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Colorado Springs, Colorado

Independent RIA

Sagegrove Financial Partners is an independent RIA based in Colorado Springs that combines fiduciary investment advisory services with insurance analysis through two integrated entities: Sagegrove Investment Advisory Group, LLC (investment management and financial planning for Colorado clients) and Sagegrove Insurance Solutions, LLC (licensed in Arizona and Colorado). The firm serves values-oriented families, business owners, and mission-driven organizations, and follows a structured five-step process emphasizing discovery, goal clarity, implementation, monitoring, and ongoing partnership. The practice emphasizes integrated planning that coordinates with clients' other professional advisors including attorneys, CPAs, and risk specialists.

Colorado Springs, Colorado

Rocky Mountain Financial Services provides financial planning, investment management, and retirement planning services to pre-retirees, retirees, dentists, healthcare professionals, and business owners in Colorado Springs. The firm develops customized financial strategies addressing retirement income planning, business succession planning, wealth transfer, and risk management, often coordinating with outside portfolio managers and other professional advisors. The practice is led by Jerry Biegler and serves clients seeking integrated approaches to their financial goals across multiple life stages and professional circumstances.

Colorado Springs, Colorado

Carriere Financial Planning is a fee-only financial advisory firm in Colorado Springs founded in 2021 and registered as an investment advisory firm, serving clients nationwide with a focus on self-employed individuals, small-business owners, and professionals with equity compensation. Principal Paul Carriere holds the CFP credential and operates under a fiduciary standard, offering financial planning, investment management, and tax-focused strategies including retirement account optimization, tax-loss harvesting, and cost-basis analysis. The firm employs a four-step process starting with goal discovery and culminating in ongoing plan adjustments, with no account minimum and primarily virtual meeting availability. Carriere emphasizes personalized, customized planning that addresses each client's unique circumstances rather than standardized approaches.

Colorado Springs, Colorado

PlanWiser is a Colorado Springs-based firm offering financial planning and tax planning services. The firm's leadership includes founder and CEO Joel Top alongside financial advisor James Mulzer, supported by a tax and accounting team that includes multiple CPAs and tax professionals. The organization maintains dedicated client service and operations support functions to serve its clientele.

Colorado Springs, Colorado

City Center Financial is an independent, fiduciary-registered advisory firm in Colorado Springs serving pre-retirees and retirees, including business owners, doctors, teachers, engineers, and government employees. The firm offers retirement income planning, including Social Security strategy and pension coordination, alongside wealth management, tax planning, estate coordination, and risk assessment. Operating under fiduciary obligation, the firm works with clients on a planning-first basis without representing any brokerage or insurance company, and uses digital tools to facilitate account access and financial guidance.

Colorado Springs, Colorado

Advenire Wealth Management is a Colorado Springs-based firm providing financial planning and investment management services under a fiduciary standard. The firm was established by founders seeking to align advisor incentives more closely with client interests and operates under a written fiduciary oath provided to all clients. The firm emphasizes trust-based relationships and personalized planning tied to clients' individual goals and aspirations.

Colorado Springs, Colorado

Fee-Only Independent RIA

Howe & Rusling Wealth Management is an independent, fiduciary-registered investment advisor with a Colorado Springs office serving clients across over 30 states. The firm provides investment management and wealth management services on a fee-only basis, employing active portfolio management across stocks, bonds, and ETFs with attention to tax-loss harvesting strategies. Michael Carrico, a CFP® and Chartered Retirement Planning Counselor™ with over 11 years of industry experience, leads the Colorado Springs branch and applies a holistic, personalized planning approach supported by multiple CFP® professionals on staff and sophisticated planning software. The firm also facilitates introductions to specialized professionals as needed and offers electronic account management alongside educational content.

Colorado Springs, Colorado

Buddhi Quant is an investment advisory firm in Colorado Springs, Colorado. The office is open five days a week.

Colorado Springs, Colorado

Integro Wealth Advisors is an investment advisory firm in Colorado Springs, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 7 Google reviews.

Colorado Springs, Colorado

Unity Wealth Strategies, based in Colorado Springs, offers financial planning and investment management services including ongoing comprehensive planning, project-based planning for specific milestones, and asset oversight. The firm operates as a fee-only fiduciary, charging via flat fees, hourly rates, or assets under management, and explicitly states it does not accept commissions. The firm's approach emphasizes long-term, diversified investing aligned with client goals and risk tolerance, with regular monitoring and adjustments as circumstances change.

Denver, Colorado

Insurance-Based

Lawrence Nimbach, Partner - Momentum Capital Group, LLC is an insurance-based firm in Denver, Colorado. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Denver, Colorado

EdgeRock Wealth Management is an investment advisory firm in Denver, Colorado. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 20 Google reviews.

Denver, Colorado

Beyond Wealth Advisors is a Denver-based firm offering financial planning and investment management services. The firm is staffed by Certified Kingdom Advisors (CKA®) who integrate faith-based perspectives with financial guidance, working collaboratively with clients to develop plans aligned with their values and long-term objectives.

Denver, Colorado

CastleMountain Financial Services, Inc. is an investment advisory firm in Denver, Colorado. Services include Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Denver, Colorado

Paragon Capital Management is an investment advisory firm in Denver, Colorado. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Denver, Colorado

Kindred Financial LLC is an investment advisory firm in Denver, Colorado. Services include Financial Planning. The office has a wheelchair-accessible entrance.

Denver, Colorado

Private Client Wealth Advisors is a Denver-based financial planning firm operating under fiduciary obligation. The firm provides comprehensive financial planning services, including estate planning and risk management, and works with clients through a structured process to identify and plan for their stated objectives. The firm describes itself as a co-fiduciary partner, emphasizing alignment of interests with clients as central to its advisory approach.

Denver, Colorado

Halbert Hargrove Denver is an investment advisory firm in Denver, Colorado. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Denver, Colorado

Private Capital Management is a fee-only fiduciary wealth management firm based in Denver, Colorado, founded to help clients develop financial plans and achieve results aligned with their goals. The firm works with hundreds of individuals and families and derives compensation solely from direct client services, with no commissions or third-party revenue. As fiduciaries, advisors are obligated to act in clients' best interests and emphasize customized service along with a commitment to transparency and integrity.

Denver, Colorado

Breakwater Capital Group is a Denver-based investment management and financial planning firm serving clients across Colorado and nationwide. The team, comprising advisors with over 50 combined years of wealth management experience, works with individuals and families holding $500,000 or more in investable assets, taking a personalized approach that considers clients' risk tolerance, goals, and life circumstances. The firm operates on a fiduciary basis and includes CFP-credentialed advisors who focus on investment strategy aligned with clients' priorities rather than standardized solutions.

Denver, Colorado

Mountain Financial offers financial planning, investment management, retirement planning, and insurance analysis to individuals, families, and business owners in the Denver area. The firm focuses on college savings, insurance planning, and retirement strategies, and structures customized financial plans addressing clients' specific situations around savings, education funding, wealth building, and tax efficiency. Kayla Templeton serves as Director of Operations and primary client service contact.

Denver, Colorado

Modern Wealth Management (formerly Brown and Company) is a Denver-based firm offering investment management, retirement planning, and wealth management services to individuals, families, and business owners. The firm's leadership includes Managing Directors Mark Brown, Danielle Berz (CFP®), and Director of Operations Shannon Balmer, collectively bringing over 60 years of financial services experience. The firm serves clients across the country from its Denver office at 250 Fillmore Street, Suite 475.

Denver, Colorado

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Denver, Colorado. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Denver, Colorado

Five Peaks Capital Group, LLC, based in Denver, Colorado, offers financial planning services. The firm operates with a collaborative approach, positioning itself as a coordinator among clients' existing professional advisors—such as accountants and attorneys—and engaging specialized experts as circumstances warrant.

Denver, Colorado

Wealth Enhancement Group is an investment advisory firm in Denver, Colorado. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Denver, Colorado

5280 Associates is an investment advisory firm in Denver, Colorado. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Denver, Colorado

Wealthspire is an investment advisory firm in Denver, Colorado. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Denver, Colorado

Moneta Group's Dunston Financial Team operates as a fee-only fiduciary wealth advisory firm with offices throughout Colorado and additional locations in St. Louis, Kansas City, Chicago, Boston, and San Francisco. The firm provides financial planning and investment management services across three service tiers: Family Office solutions for ultra-high-net-worth clients ($20M+), Family CFO services for high-net-worth individuals ($2M–$20M), and Advisor Solutions for emerging affluent professionals (up to $2M). Services include retirement planning, estate and legacy planning, executive compensation analysis, real estate planning, tax consulting, charitable planning, and business succession support, with advisors holding credentials including CFP®, CFA, and other advanced designations.

Denver, Colorado

Insurance-Based

Northwestern Mutual - Denver is an insurance-based firm in Denver, Colorado. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Denver, Colorado

Five Peaks Capital Group LLC, based in Denver and led by Co-Founder and CEO Derek Moore, provides financial planning services. The firm takes a collaborative approach, coordinating with clients' existing advisors such as CPAs and attorneys while bringing in specialized expertise as needed to support clients' financial goals.

Denver, Colorado

Summit Wealth Strategies is an investment advisory firm in Denver, Colorado. Services include Financial Planning, Investment Management, and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Denver, Colorado

Bank-Affiliated

Ascent Private Capital Management, affiliated with U.S. Bank, offers financial planning and investment management services to families with significant wealth. The firm delivers boutique advisory services covering multigenerational planning, wealth strategy, and legacy considerations, with a stated focus on aligning financial decisions to clients' values and long-term aspirations. The firm operates through a personal advisory model designed for complex financial situations.

Denver, Colorado

Cornerstone Wealth Advisors is a Denver-based firm offering financial planning and investment management services. The firm operates through Osaic Wealth, Inc., which holds FINRA/SIPC membership, and is registered to conduct securities business across multiple states including Colorado. Advisory services are provided by Osaic Wealth, Inc., a separate entity from Cornerstone Wealth Advisors.

Denver, Colorado

Trilogy Financial Services is a financial planning firm offering retirement planning, investment management, and financial planning services through advisor teams available across multiple locations, including Denver, Colorado. The firm provides personalized financial plans, one-on-one advisory coaching, and a client portal for document and account management, with advisors holding relevant certifications. The company operates a life planning approach that addresses retirement readiness, insurance needs, college savings, and other financial decisions across different life stages. Trilogy serves clients both in-person and through virtual meetings.

Denver, Colorado

Creative Planning is an investment advisory firm in Denver, Colorado. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open daily.

Denver, Colorado

Denver Private Wealth Management, founded in 2008, provides investment management, financial planning, and tax and estate strategy services to individuals, families, and business owners in the Denver area. The firm's leadership includes professionals holding credentials such as CIMA, CFA, CFP, and CPA, with over 100 years of combined experience. The firm emphasizes personalized planning, transparency regarding fees and recommendations, and ongoing client relationships rather than transactional engagement.

Eagle, Colorado

Elevate Capital Advisors is an SEC-registered investment advisor in Eagle, Colorado, founded in 2017, managing over $200 million for high-net-worth individuals, families, corporations, and charitable entities. The firm operates as a fiduciary with a minimum investment of $500,000 for portfolio management, offering financial planning and disciplined investment management grounded in fundamental analysis, technical entry points, and systematic risk management. Their approach emphasizes determining each client's required rate of return (termed the Family Index) as a foundation for personalized portfolio construction across Conservative, Moderate, Growth, and Aggressive strategies. The firm maintains direct advisor access and structures positions based on downside risk tolerance rather than upside potential, using trailing stop losses and risk budgeting to control portfolio exposure.

Eagle, Colorado

Insurance-Based

Northwestern Mutual is an insurance-based firm in Eagle, Colorado. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Englewood, Colorado

Equitable Advisors Rocky Mountains is a wealth management firm located in Englewood, Colorado, offering financial planning, estate planning, and retirement guidance to individuals and businesses. The firm employs multiple financial professionals holding credentials including CFP®, CPA, ChFC®, CLU®, and AIF designations, led by Executive Vice President Matthew Brymer (CFP®, CPA, ChFC®). The firm operates on a supported independence model that serves both client-facing wealth management and financial professionals seeking to build their practices with firm resources and local market support.

Englewood, Colorado

Babcock Financial is an investment advisory firm in Englewood, Colorado. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Fort Collins, Colorado

Balanced Wealth Partners offers financial planning and investment management services to clients in Fort Collins, Colorado, with particular focus on pre-retirees and retirees. The firm provides asset allocation, income planning, insurance solutions, retirement strategy, Social Security analysis, and tax planning, along with a complimentary Retirement Navigator service that includes fee analysis, risk assessment, and portfolio stress testing. Co-founder Chase Grundy holds the CFP® credential and brings experience from work with high-net-worth retirees and young professionals across multiple advisory firms.

Fort Collins, Colorado

Acorn Creek Capital is a fiduciary wealth management firm based in Fort Collins, Colorado, serving individuals, families, business owners, corporate executives, and professionals. The firm provides financial planning and investment management services, working with clients' other advisors—such as attorneys, CPAs, and insurance specialists—to address wealth management across multiple generations. The team serves clients through widowhood, divorce, business transitions, and executive benefit decisions, among other life circumstances.

Fort Collins, Colorado

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fort Collins, Colorado. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Fort Collins, Colorado

Epoch Financial Group is a Fort Collins-based financial advisory firm offering financial planning, investment management, and related advisory services. The firm's team includes principals holding CFP® and CIMA® credentials, with a combined 65+ years of investment management experience. Their approach centers on a three-step planning methodology and a four-phase investment process designed around individual client goals and risk tolerance.

Fort Collins, Colorado

Impact Financial Strategies is an investment advisory firm in Fort Collins, Colorado. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Fort Collins, Colorado

Wealth Planners of Colorado offers financial planning, retirement planning, estate planning, and investment management services to individuals and business owners in the Fort Collins area. The firm uses a five-step retirement planning process and provides personalized cash-flow-based planning, Social Security analysis, risk management evaluation, and business valuation services. They emphasize a client-centered approach where financial goals drive investment decisions rather than the reverse.

Fort Collins, Colorado

United Capital Financial Advisors is an investment advisory firm in Fort Collins, Colorado. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Glenwood Springs, Colorado

Fee-Only

Systematic Wealth Management is a fee-only fiduciary firm based in Glenwood Springs, Colorado, serving high-net-worth clients across Western Colorado and beyond. The firm's President and CEO, Gus Jepsen (CFP), brings over 15 years of experience in wealth management and offers financial planning, investment management, and tax planning services. The firm takes a comprehensive approach that integrates retirement, education, legacy, and tax considerations, with particular expertise in areas such as concentrated stock positions, equity compensation, and digital assets. Client relationships begin with detailed discovery conversations, followed by ongoing quarterly meetings and a fee-only structure with no product commissions.

Golden, Colorado

Bagully Wealth Management, based in Golden, Colorado, provides investment management and wealth planning services centered on understanding client values and objectives before implementing financial strategies. The firm operates as a fiduciary, offering personalized planning with ongoing monitoring and support. Securities are offered through LPL Financial, and investment advice is provided through Western Wealth Management LLC, a registered investment advisor.

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.

Grand Junction, Colorado

Grabow & Associates is an investment advisory firm in Grand Junction, Colorado. The office is open five days a week.

Grand Junction, Colorado

Insight Financial Solutions is a financial planning and investment management firm located in Grand Junction, Colorado. The firm works with clients across various life stages—from first-time investors to those nearing retirement—to develop personalized investment strategies and financial plans addressing their specific objectives. The firm emphasizes a consultative process that considers clients' complete financial picture and adapts recommendations as circumstances change.

Grand Junction, Colorado

Crossroads Wealth Advisors is an investment advisory firm in Grand Junction, Colorado. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Grand Junction, Colorado

Scott Steiner - Western Colorado Wealth Management Consultants is an investment advisory firm in Grand Junction, Colorado. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 1 Google review.

Grand Junction, Colorado

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Grand Junction, Colorado. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 5 Google reviews.

Grand Junction, Colorado

Crestone Wealth Advisors - Bradley Feldhaus is an investment advisory firm in Grand Junction, Colorado. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 1 Google review.

Greenwood Village, Colorado

Centerpiece Wealth Advisors is a fee-only, fiduciary firm founded in 2018 and based in the Denver Tech Center, serving clients across Colorado with a minimum of $1 million in investable assets. Led by Jason Baer (CFP, CWS) and Aaron Leatherwood (CPA, CFP, CWS, PFS), the firm integrates financial planning, investment management, tax planning, and estate planning into a coordinated approach. The firm does not sell products or earn commissions, instead structuring advice around client goals, risk tolerance, and estate coordination needs.

Greenwood Village, Colorado

Salt Creek Wealth Management is an investment advisory firm in Greenwood Village, Colorado. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Highlands Ranch, Colorado

RMW Rocky Mountain Wealth Advisory Group is a financial planning firm based in Highlands Ranch, Colorado, with an office in the Denver area. The firm employs a three-step process—assess, strategize, and manage—to guide client decisions and works with individuals across wealth management and retirement planning needs. The firm emphasizes understanding each client's personal circumstances, risk tolerance, and objectives to develop customized financial strategies.

Highlands Ranch, Colorado

Save Smart College Funding & Planning, Inc., based in Highlands Ranch, Colorado, advises families on college savings and the admissions process. The firm's principal, Paul, holds the Certified College Advisor credential and brings over 20 years of financial services experience working with families on college funding strategy. The practice focuses on helping students and parents navigate college admissions competitively, understand financial aid packaging by institutions, and plan early academic and career exploration to minimize time and cost in degree completion.

Highlands Ranch, Colorado

Rosel Wealth Management is an investment advisory firm in Highlands Ranch, Colorado. Services include Estate Planning, Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 32 Google reviews.

Highlands Ranch, Colorado

Carson Wealth is an investment advisory firm in Highlands Ranch, Colorado. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 16 Google reviews.

Lakewood, Colorado

Insurance-Based

High Point Financial Group is an independent insurance and financial planning firm with offices in Lakewood and Windsor, Colorado, operated by 11 active partners and supporting staff. The firm specializes in insurance analysis and comprehensive financial planning, working with clients across medical, legal, construction, technology, real estate, and other industries to coordinate strategies addressing insurance, investments, estate, tax, and business objectives. The practice employs a three-step approach: listening to understand client goals, designing customized strategies, and implementing plans with ongoing reviews.

Lakewood, Colorado

WealthClarity is an investment advisory firm in Lakewood, Colorado. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 30 Google reviews.

Lakewood, Colorado

IronFjord Wealth Management offers financial planning, investment management, and tax planning services to households with $1 million or more in assets, structured around a flat annual fee and fiduciary arrangement. Founded by James Mayo, who holds CFA, CFP, and Enrolled Agent credentials, the firm coordinates retirement planning, in-house portfolio management using low-cost index funds, and tax strategy as an integrated approach. Client assets are held at independent custodian Altruist, and the firm may coordinate with or refer to external tax preparers for additional tax preparation services. The firm is based in Lakewood, Colorado.

Lakewood, Colorado

High Point Financial Group, LLC is an independent financial advisory firm based in Lakewood, Colorado, with an additional office in Windsor. The firm provides financial planning and investment management services with a focus on retirement planning, and serves clients across medical, legal, construction, technology, real estate, and business ownership sectors. Its stated approach involves identifying client objectives through consultation, designing strategies aligned with short- and long-term goals, and conducting ongoing implementation reviews. The firm operates with 11 active partners and a full-time staff.

Lakewood, Colorado

High Point Financial Group is a private wealth management firm based in Lakewood, Colorado with an additional office in Windsor, serving individuals, families, business owners, executives, and those near retirement. The firm provides financial planning and insurance analysis, with a stated focus on understanding client objectives through a three-step approach: identifying goals through listening, designing customized strategies, and implementing with ongoing reviews. Led by 11 active partners and supported by full-time staff, the firm works across industries including medical, legal, construction, technology, and closely-held businesses, and coordinates with clients' other professional advisors on insurance, investment, estate, tax, and business transition matters.

Lakewood, Colorado

Strategic Exit LLC is an investment advisory firm in Lakewood, Colorado. The office has a wheelchair-accessible entrance. The office is open five days a week.

Littleton, Colorado

Fee-Only

Gold Medal Waters is a fee-only fiduciary financial planning firm based in Littleton, Colorado that serves high-income individuals and those with substantial accumulated assets. The firm specializes in comprehensive financial planning that addresses major life transitions such as business sales, career changes, stock options, marriage, inheritance, and retirement. Advisors hold credentials including CFP®, AIF®, and AAMS® designations and employ a process called the Purposeful Path to develop strategies aligned with clients' personal aspirations and values. The firm charges fixed fees and structures its advisory team to provide coordinated, collaborative guidance across multiple areas of expertise.

Littleton, Colorado

AFC Wealth is an independent financial advisory firm based in the Denver metro area that serves professionals, families, and small business owners, with particular expertise in firefighter benefit planning and retirement strategy. Founded in 1981 as a real estate firm and transitioned to financial management in 1998 by David and Matt Carpinelli, the firm now operates under Matt's leadership following his father's passing in 2001. AFC Wealth develops single-page financial plans aligned with client goals and provides ongoing investment management and plan reviews. The firm emphasizes straightforward communication about retirement and financial organization for clients in various life stages.

Littleton, Colorado

West Avenue Private Wealth is an independent financial advisory firm in Littleton, Colorado, serving families with complex wealth. The firm's advisors hold specialized credentials including CFA, CPWA, CDFA, and CEPA, and coordinate across investments, taxes, and estate planning while collaborating with clients' CPAs, attorneys, and other professionals. Operating with institutional support through BNY Pershing and Fidelity custodians, the firm intentionally limits its client base to focus on depth of service and customized planning rather than scale.

Littleton, Colorado

Retirement Architects LLC is a Littleton-based financial planning firm providing investment management, financial planning, and retirement planning services. The firm operates on a fee-based model, charging no upfront planning fees but earning commissions from insurance and annuity placements and management fees for investment accounts. Founded and led by president Darren Petty (CFP®, RICP®), the firm works with clients to develop customized retirement strategies through a structured design process, with ongoing reviews scheduled at six-month and annual intervals.

Lone Tree, Colorado

Independent RIA

Mountain Legacy Family Wealth Partners is an independent registered investment adviser based in Lone Tree, Colorado, serving households with $2 million or more in assets, including rising executives and multigenerational families. The firm offers investment management, retirement planning, and estate planning services, with particular expertise in executive compensation strategies, concentrated equity management, and wealth transfer planning. Their approach combines portfolio strategy, trust and estate planning, insurance planning, and retirement/college planning through a four-step process of listening, organizing, planning, and ongoing guidance. The firm serves clients across the Denver metro area and the Mountain West region.

Lone Tree, Colorado

Escape Velocity Financial Planning, based in Lone Tree, Colorado, provides financial planning, investment management, retirement planning, and insurance analysis services. The firm was founded by Tyler Otto and includes his brother Trevor Otto and additional team members, and structures its work around a three-step process of assessing client circumstances, developing customized strategies, and maintaining ongoing monitoring. The firm serves investors across various profiles and emphasizes personalized planning aligned to individual circumstances rather than standardized approaches.

Lone Tree, Colorado

Judy Carlson Financial Group, based in Lone Tree, Colorado, provides financial planning with a specialization in retirement income planning. Founder and CEO Judy Carlson is a CPA and Investment Advisor Representative who works with individuals, couples, and families to build coordinated financial plans centered on clients' values and life goals rather than investment projections alone. The firm's approach integrates multiple disciplines—including tax planning, investment management, insurance, and long-term care coordination—under one planning framework. Britta Carlson, the Relationship & Operations Director, oversees the client experience from initial consultation through plan implementation and ongoing review.

Longmont, Colorado

Eagle Peak Wealth Management is an investment advisory firm in Longmont, Colorado. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance.

Loveland, Colorado

The Journey Financial Group is an investment advisory firm in Loveland, Colorado. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 11 Google reviews.

Loveland, Colorado

Macdonald Financial Services is an investment advisory firm in Loveland, Colorado. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 204 Google reviews.

Loveland, Colorado

Kevin Dunnigan and Hayden Lowry, both CFP® professionals, offer financial planning, retirement planning, insurance analysis, and investment management services from their Loveland office, where they have operated since 1984. The firm addresses insurance planning as a specialty and coordinates with local CPAs and attorneys for tax planning and legal services when needed. They serve individual clients seeking comprehensive financial guidance and retirement strategies.

Loveland, Colorado

Insurance-Based

Northwestern Mutual is an insurance-based firm in Loveland, Colorado. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Parker, Colorado

Eight Peaks Wealth Management in Parker, Colorado provides financial planning, investment management, and estate planning services to high-net-worth families and successful professionals. The firm operates as a fiduciary and integrates tax planning with wealth and estate strategies through its proprietary LEGACYSCULPT® Framework, coordinating with estate attorneys and CPAs while handling investment management and retirement planning in-house. The firm serves clients nearing retirement and those managing significant assets, with particular focus on small business owners and families seeking tax-efficient legacy planning.

Parker, Colorado

Fee-Only Independent RIA

Cogent Independent Advisors is a fee-only registered investment advisor headquartered in Parker, Colorado, founded in 2012 by Kristopher Schnell, who holds the CRPC® designation. The firm provides financial planning, investment management, and retirement planning on a fiduciary basis, with a particular focus on retirement readiness and comprehensive planning that addresses budgeting, insurance, college savings, and tax-efficient strategies. As part of the broader Cogent Group, the firm coordinates with affiliated entities offering tax preparation, insurance solutions, and estate planning services to clients.

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.

Pueblo, Colorado

Joshua Wilcoxson, CFP®, AIF® - Financial Advisor with the Wilcoxson Wealth Management Team at Farther is an investment advisory firm in Pueblo, Colorado. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Pueblo, Colorado

Mathies Financial Partners in Pueblo, Colorado provides financial planning and retirement planning services through a proprietary framework called the MYFIT formula, which focuses on money, your goals, family, income, and taxes. Led by CEO Jeff Mathies (CFEd®), who founded the firm in 2008, the practice offers both investment advice and insurance products with a stated emphasis on personalized strategies rather than standardized approaches. The firm's team includes investor coaches and client service staff dedicated to helping clients work toward retirement objectives across a range of financial circumstances.

Salida, Colorado

Mandala Financial Advisors in Salida provides financial planning and investment management services with an integrated approach that addresses multiple dimensions of clients' lives. The firm operates as a fiduciary and serves clients across different life stages, from early career through retirement, with a stated focus on helping clients work toward personal financial wellness while pursuing values-aligned goals. The advisors work through an initial discovery process to understand client circumstances before developing detailed financial plans, and the firm notes that its principals invest their own capital alongside client portfolios.

Salida, Colorado

Maverick Wealth Group is an investment advisory firm in Salida, Colorado. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Thornton, Colorado

Alpha 1 Tax & Wealth is a retirement planning and financial advisory firm in Thornton, Colorado that coordinates multiple financial components—investments, tax strategies, retirement accounts, insurance, and Social Security—within a unified planning framework. The firm employs an integrated approach to retirement readiness that addresses income timing, asset sequencing, tax efficiency through strategies like Roth conversions, legacy planning, and longevity considerations. Services include retirement savings strategies, investment management with tax considerations, insurance selection, and long-term care planning.

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.

Westminster, Colorado

Independent RIA

537 Services LLC is an independent ria firm in Westminster, Colorado. It acts as a fiduciary. The office is open five days a week.

Wheat Ridge, Colorado

Independent RIA

Oakway Financial is an independent registered investment advisor and fiduciary firm based in Wheat Ridge, Colorado, serving clients throughout the Front Range. Founder and Financial Advisor Brian Lipsett holds a Series 65 license and insurance credentials, with over 14 years of experience in financial services. The firm provides financial planning, investment management, insurance analysis, and retirement account services including 401(k) rollovers, with particular focus on risk assessment, long-term care planning, and disability and life insurance evaluation. Oakway offers complimentary initial consultations to discuss clients' financial objectives and circumstances.

Windsor, Colorado

Rocky Mountain Wealth Advisors, based in Windsor, Colorado, provides financial planning organized around three phases: investment strategy aligned with individual risk tolerance and goals, insurance protection for income and assets, and coordination with tax and estate planning specialists. Holding CLU and ChFC credentials, the firm works to consolidate fragmented financial pictures and assemble client advisory teams to implement integrated plans.

Windsor, Colorado

High Point Financial Group is a private wealth management firm with offices in Lakewood and Windsor, Colorado, serving individuals, families, business owners, executives, and those approaching or in retirement. The firm employs 11 partners and full-time staff, offering services that integrate insurance, investments, estate planning, tax, and business advisory across medical, legal, construction, technology, real estate, and other industries. Their stated approach centers on understanding client objectives through initial consultation, developing customized strategies aligned with short and long-term goals, and providing ongoing implementation support with periodic reviews.

Windsor, Colorado

Insurance-Based

Konrad Korth, Financial Advisor - High Point Financial Group is an insurance-based firm in Windsor, Colorado. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.