Fiduciary advisors in Littleton, CO

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

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

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.

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.