Financial Advisors in Peyton, Colorado (El Paso County)

Matthew Bean, CFP, EA
Keystone Planning & Tax Service exists to provide objective, prudent, and affordable financial planning and tax preparation services to all people, regardless of their net worth. Services are provided for an hourly fee or for a flat retainer fee, depending on a client’s needs and preferences. Our advice and actions are based on the fiduciary principle and academic research. Matt has been in the Financial Services industry for over 20 years. Matt founded Keystone Planning & Tax Service out of a desire to improve the financial service experience. Over that last twenty years Matt has seen the industry fail its clients, and misplace the trust that clients gave it. Furthermore he wanted to make independent, affordable, and impartial financial advice available to anyone regardless of their net worth, status, or financial experience. He works with his clients in the capacity as a Registered Investment Advisor, Wealth Manager, and Financial Educator. His career has provided him the opportunity to work in a wide range of roles from client service, to institutional trading and wealth management. Matt is currently a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent. He has been admitted to practice before the IRS. GETTING STARTED When you are ready to get the independent advice you need, Matt stands ready to be of service. He offers a complimentary Get Acquainted meeting, which can be conducted in person or over the phone – no-strings-attached.Matt not only understands the importance of thoughtfully preparing to achieve your goals, but also appreciates the demands of everyday life and the desire to live fully today. Matt’s special brand of independent, balanced advice can help you connect today’s needs with tomorrow’s dreams. Call Matt and get started today.... See More

Since 1995, J. F. Williams Co., Inc. has focused on helping people manage their money to tend to their life. We build long-term client relationships that feel calm and comfortable, informed and relaxed. We connect your financial and personal affairs – your assets and your aspirations – and we help you prepare for and transition through life’s obstacles.... See More

Since 1995, J. F. Williams Co., Inc. has focused on helping people manage their money to tend to their life. We build long-term client relationships that feel calm and comfortable, informed and relaxed. We connect your financial and personal affairs – your assets and your aspirations – and we help you prepare for and transition through life’s obstacles.... See More

Rebecca Kennedy, CFP
We are a fee-only financial planning firm providing guidance to individuals and families on an hourly or flat fee basis. Our Mission: To make excellent, objective financial advice available to people regardless of net worth.

Alexander Feick, BA, BS, MBA
Paragon Capital Management is a SEC registered investment advisory firm based in Denver, Colorado. We provide comprehensive financial planning and investment services to wealthy individuals, senior corporate executives, corporations, doctors and dentists and charitable foundations.We manage capital with a full service approach that is custom tailored to meet your needs. We consult with you on the wide variety of factors that make up your total financial picture. With this perspective, we can optimally diversify your portfolio with the goal of efficiently allocating your assets and maximizing after-tax returns.Investment recommendations are compensated on a fee-only basis, and not influenced by commission. This means that investment recommendations are objectively derived for the exclusive benefit of the client without conflicts of interest.... See More

Scott Ranby, CFP, CPA
Invest for tomorrow. Live for today. Launch You 2.0. Establish a legacy. Our investment professionals will assist you in developing a comprehensive financial strategy to optimally deploy your resources. Beyond asset allocation and portfolio construction services, our capabilities range from pre- and post-retirement planning to education funding and charitable giving solutions. If your plan calls for implementing specialized solutions in areas such as tax and estate planning, you can draw upon our relationships with independent professionals.
Kuhn Advisors has provided investment management and financial planning to individuals, families, and non-profits since 1993.... See More

Sarah Eschwig, CFP

Innovative Financial is a fee-only financial planning firm dedicated to helping individuals and families make great financial decisions that help them achieve their dreams.

Nestor Vargas is a Denver, CO Fee-only financial planner. Green Mountain Planning provides comprehensive financial life management to help families and professionals, better communicate about their money life, accelerate their savings plan, and live a purposeful life. As a fee-only, fiduciary, and independent financial advisor, Nestor Vargas is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.... See More

Financial Planning And Asset Management