Fiduciary advisors in Denver, CO

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.