CO · Eagle

Fiduciary advisors in Eagle, CO

2 advisors with offices in Eagle. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Eagle

Elevate Capital Advisors

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.

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Northwestern Mutual

Eagle, Colorado

Insurance-Based

Insurance Planning Investment Management Wealth Management

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.

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Financial advisors in Eagle, Colorado

Advisors serving Eagle specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Colorado's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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