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Financial Advisors in Longmont, Colorado (Boulder County)

David H. Brown, CIMA®, CPWA®
10 miles from Longmont, CO
Visit David H. Brown, CIMA®, CPWA®

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s, 403(b)s, and cash balance plans. The growth and success we are experiencing is a direct result of mai... See More

Highlights: Professional Wealth Management, Legacy Planning, Young Investors, Investment Management, Wealth Management, College Planning, Registered Investment Advisor, Charitable Planning, Independent Investment Advisor, Estate Planning, Asset Protection, Annuities & Life Insurance, Mutual Funds, Sustainability, Comprehensive Financial Planning, Advisory And Investment Management, Family Financial Planning, Financial Planning Advice And Services, IRA, Fee-Only
Matt Kelley, CFP®, AIF®
10 miles from Longmont, CO
Visit Matt Kelley, CFP®, AIF®

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and s... See More

Highlights: Retirement Distribution Plan, Wealth Management, IRA, Estate Planning, Registered Investment Advisor, Passive Investment Strategies, Debt Management, Socially Responsible Investments, 401k Rollover, Investment Services, Family Financial Planning, Professional Wealth Management, NAPFA Member, Divorce Planning, Retirement Income Planning, Fiduciary, Young Investors, College Planning, 403B Plans, Sustainability
Financial Mountain Inc.
10 miles from Longmont, CO
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Robert Zimberg, CCPS, CFP
Financial Mountain Inc. is a Wealth Management Firm that manages all aspects of one’s financial situation. FMI utilizes all types of growth strategies and financial investments to help our clients reach their financial goa... See More

Outbound Financial, Inc.
10 miles from Longmont, CO
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Steve Nading, CFP, CPA
About You You work hard, do your best to make sound decisions for you and your family, and hope there's enough time leftover to explore whatever it is that defines your best life. You have many things competing for your attenti... See More

Confluence Financial Advisors LLC
10 miles from Longmont, CO
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David Gardner, CFP, EA, MS
Confluence Financial Advisors provides fee-only comprehensive financial planning and wealth management to families, professionals, and entrepreneurs seeking financial independence. Clients are families facing the dual chall... See More

Dunston Financial Group
10 miles from Longmont, CO
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Ryan Bowman, CFP
Dunston Financial Group offers fee-only wealth management and financial planning for individuals and businesses.

Lunsford Financial Planning, Inc.
10 miles from Longmont, CO
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M. Shannon Lunsford, BSEE, CFP, EA
Lunsford Financial Planning provides fee-only financial planning to families, couples approaching retirement and small business owners.

Harbor Financial Group
10 miles from Longmont, CO

Elyse Foster, CFP
We are fee only CERTIFIED FINANCIAL PLANNER™ professionals based in Colorado's Front Range. We have specialized in providing comprehensive financial planning and investment management since 1988.
We work with individuals, fam... See More

Maryan (Kaplan) Jaross, AAMS®
12 miles from Longmont, CO
Visit Maryan (Kaplan) Jaross, AAMS®

"Planning for the future without a sense of history is like planting cut flowers" - Daniel Boorstin, Historian

We need to know where we have been and what influences have shaped us to understand where we are going. If your roots are in jazz, we w... See More

Highlights: Estate Planning, Comprehensive Financial Planning, Disability Income & Long Term Care Insurance, Debt Management, Registered Investment Advisor, Financial Planning, Charitable Planning, Investment Policy Statements, Professional Wealth Management, Financial Planning Advice And Services, Investment Services, Independent Investment Advisor, Income Tax Planning, Rollover Of 401k Or IRA, Retirement Planning, Asset Protection, Retirement Distribution Plan, Investment Management, Passive Investment Strategies, Young Investors
Gold Medal Waters, Inc.
12 miles from Longmont, CO
Visit Gold Medal Waters, Inc.

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and s... See More

Highlights: Financial Planning, Financial Planning Advice And Services, Estate Planning, MBA, Investment Consulting, Wealth Management, Mutual Funds, Rollover Of 401k Or IRA, Investment Management, Fiduciary, Investment Services, Retirement Income Planning, Women's Issues, Advisory And Investment Management, Passive Investment Strategies, CFP ®, Income Tax Planning, Charitable Planning, Disability Income & Long Term Care Insurance, Socially Responsible Investments
Simmons & Associates
16 miles from Longmont, CO

Financial Planning And Asset Management

Highlights: NAPFA Member, Fee Only, Professional Wealth Management, Asset Protection, Certified Financial Planner, Investment Consulting, Passive Investment Strategies, Retirement Planning, Investment Services, Independent Investment Advisor, MBA, Investment Policy Statements, CFP ®, Income Tax Planning, Family Financial Planning, Estate Planning
Stephen Patterson, CLU ChFC
23 miles from Longmont, CO
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We focus on educating, preparing, and positioning our clients for the financial issues they will face in life. The real benefit, is a relationship with a trusted adviser that will provide clarity and peace of mind and values your unique situation.

Highlights: Fiduciary, Business Planning, Advisory And Investment Management, Comprehensive Financial Planning, Asset Protection, 401k Rollover, Socially Responsible Investments, Rollover Of 401k Or IRA, Retirement Planning, Family Financial Planning, Young Investors, Estate Planning, Professional Wealth Management, College Planning, Annuities & Life Insurance, Mutual Funds, Disability Income & Long Term Care Insurance, Independent Investment Advisor, Financial Planning Advice And Services, Legacy Planning
Lucas Casarez
26 miles from Longmont, CO
Visit Lucas Casarez

I started Level Up Financial Planning to help you increase your financial confidence. I understand how complex your financial life becomes and it's a full-time job to make sure you stay on top of all of the moving pieces of your life.

I special... See More

Highlights: IRA, Monthly Payment Options, Fee-Only, Fiduciary, Investment Consulting, Independent Investment Advisor, Hourly Services, ETFs, Registered Investment Advisor, Certified Financial Planner, Investment Management, College Planning, Investment Services, Financial Planning, RSUs, Financial Planning Advice And Services, Young Investors, Fee Only, Comprehensive Financial Planning, Professional Wealth Management
Martin Wealth Management, LLC
29 miles from Longmont, CO
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Steve Martin, CFP, MBA, RLP
Martin Wealth Management was founded on the belief that people should use their money to create a fulfilling life – rather than using their life just to create money. Financial Life Planning from Martin Wealth Managemen... See More

OakTree Financial Planning, LLC
29 miles from Longmont, CO
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Sunit Bhalla, CFP, MSFP
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OakTree Financial Planning specializes in financial planning and portfolio management for engineers and other technology professionals. Our goa... See More

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