Financial Advisors in Westminster, Colorado (Adams County)

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.

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

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.

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

Paul Staib, BS, CFP, MBA
Staib Financial Planning, LLC is an independent, fee-only, financial planning firm. We are dedicated to providing competent, unbiased, financial advice on an as-needed basis. Our comprehensive financial planning services are easily customizable to meet each of our client's specific needs. Our service offerings may include all or a portion of the following: Retirement Planning, Education Planning, Investment Planning and Management, Tax Planning, Estate Planning, Cash Flow Management, and other specific areas of a client's financial concern. For purposes of better understanding your unique needs, Staib Financial Planning, LLC offers an initial no-obligation, introductory meeting.... See More

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

https://401kisc.com/ KISC is an RIA with focus on Fiduciary services to qualified plans, differentiates itself by incorporating Behavioral Economics Consulting in their Plan Design.

D. Austin Lewis, CFP, JD, MBA

Dan Andrews
Financial 'Adulting' Guidance & Encouragement for Millennials. Our goal is to make Financial Planning fun!
Dan Andrews, CFP® enjoys guiding and encouraging millennials through their financial 'adulting' responsibilities. His behavioral-finance style focuses on helping individuals in the Well-Rounded Success community define his/her own definition of success, make good decisions, and to also be philanthropic while along their journeys.
A millennial helping millennials with Proactive Adulting responsibilities. A fee-only CERTIFIED FINANCIAL PLANNER™ who acts as a fiduciary - meaning he puts his client's interests before his own.
At the heart of the Well-Rounded Success brand is the desire to lead a community of giving millennials while helping others live the lives they intend. We choose to focus our efforts on those pursuing well-rounded lifestyles by:
1) Inspiring our community to live life with intention. 2) Helping people within our community prepare a financial foundation to live the lives they intend. 3) Hosting events to bring together well-rounded people. 4) Practicing what we preach. High five!... See More

Kyle Hurt, CFP, MBA
If you are here, you have taken a great first step to achieving your financial aspirations and dreams! Whether you are just starting out in your career or have accumulated your nest egg and are winding down your working career, a well crafted financial plan is critical to help reaching your individual goals and objectives for you money.
Lifetime Capital Management, Inc. is a Registered Investment Adviser that works on a fee-only basis. We act as a fiduciary to our clients and put their interests ahead of our own. Any advice given is free of conflicts as we are not compensated or reimbursed based on products or investments recommended. All advisers in the firm are Certified Financial Planners ® and have over 35 years combined industry experience.
Lifetime Capital Management, Inc. is an investment firm that puts people before paper. Your investment portfolio is not just a bundle of numbers but is the sum total of your financial past and present. It's the potential from which you can build your future and, managed wisely, can be the gateway to achieving financial independence. Contact us today for a free discovery session to learn how we can help you plan and achieve your financial goals.


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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.

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 specialize in working with Gen X & Y professionals in tech with growing families. Between employer stock and often a volatile industry when it comes to hiring booms and mass layoffs, your life may feel like a rollercoaster ride at times and I want to make sure you have a solid game plan no matter what life throws at you.

To accommodate young professionals, I have flexible fees schedules that range from hourly to monthly and can be reduced lower with asset management.... See More

Arlen Olberding, CFP, MBA
Three Reasons to Choose GFP: Independence - We work for you, period. Being a fee-only financial planner, we are compensated solely by our clients. We do not accept sales commissions - we work only for our clients. Because we do not sell financial products such as investments and insurance, there are no third-party relationships or outside influences to color our thinking or financial recommendations. Experience - Up-and-down markets, inflation, principal protection, tax minimization - you know the challenges. So, as you'd guess, experience matters. Guidepost Financial Planning brings over 15 years of experience to each and every relationship:
Trust - One of the main reasons people defer financial planning is that they don't know who they can trust. Guidepost Financial Planning takes your trust very seriously. We are not only CERTIFIED FINANCIAL PLANNER(TM) practitioners, but have voluntarily committed ourselves to acting as a fiduciary in your behalf. Simply put, we work for you. We must place your interests ahead of ours.... See More