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Financial Advisors in Colorado

Brian Littlejohn, MBA, CFP®, CFA
Glenwood Springs, CO

We provide investment management and financial planning services. In doing so, we never receive commissions and always adhere to the fiduciary standard. Our advice is objective, unbiased, and focused on helping you achieve your financial goals.

Highlights: Fiduciary, Legacy Planning, Investment Policy Statements, CFP ®, Retirement Planning, Young Investors, Wealth Management, Investment Consulting, 401k Rollover, Investment Management, MBA, Asset Protection, 401K Consulting, Registered Investment Advisor, Certified Financial Planner, Financial Planning, ETFs, Advisory And Investment Management, Passive Investment Strategies, Fee Only

"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 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

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
David Day, CFP®
Denver, CO

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: Independent Investment Advisor, Fiduciary, Middle Income, Divorce Planning, Legacy Planning, Passive Investment Strategies, Estate Planning, Family Financial Planning, 401k Rollover, Investment Policy Statements, Fee Only, Women's Issues, Certified Financial Planner, Investment Services, Advisory And Investment Management, CFP ®, Wealth Management, IRA, Investment Management, Retirement Planning
Lucas Casarez
Fort Collins, CO

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

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
Stephen Patterson
Greeley, CO

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: Business Planning, Comprehensive Financial Planning, 401k Rollover, Rollover Of 401k Or IRA, Retirement Planning, Family Financial Planning, Young Investors, Estate Planning, College Planning, Annuities & Life Insurance, Mutual Funds, Disability Income & Long Term Care Insurance, Financial Planning Advice And Services, Legacy Planning, Financial Planning, Retirement Income Planning, IRA, Retirement Distribution Plan, Registered Investment Advisor
Juan Guevara
Denver, CO

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 ... See More

Highlights: Estate Planning, Comprehensive Financial Planning, Fiduciary, CFP ®, College Planning, Interactive Financial Planning, Fee-Only, Retirement Income Planning, IRA, Rollover Of 401k Or IRA, Charitable Planning, Advisory And Investment Management, Passive Investment Strategies, DFA, Investment Management, Mutual Funds, Independent Investment Advisor, Fee Only, Income Tax Planning, Retirement Planning
Matthew A. Elliott
Denver, CO

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 ... See More

Highlights: Tax Efficient Portfolios, Mutual Funds, Retirement Income Planning, Certified Financial Planner, Special Needs Planning, Advisory And Investment Management, Passive Investment Strategies, Investment Management, Retirement Distribution Plan, 401k Rollover, IRA, Comprehensive Financial Planning, Fiduciary, Charitable Planning, College Planning, Fee Only, Retirement Planning, CFP ®, Financial Planning Advice And Services, Investment Policy Statements
nVest Advisors, LLC
Brighton, CO

No frills, low-cost, fully fiduciary financial planning and investment management for families and small businesses. We help you sit and reach achievable financial goals, and work with you along the way to get there.

Highlights: Family Financial Planning, Professional Wealth Management, Fee-Only, 401k Rollover, Business Planning, Pension Plan Design & Management, Retirement Distribution Plan, Socially Responsible Investments, Investment Consulting, Comprehensive Financial Planning, Retirement Planning, 401K Consulting, IRA, Independent Investment Advisor, Investment Services, Income Tax Planning, Estate Planning, Retirement Income Planning, Middle Income, Passive Investment Strategies
Jim Girlando
Palmer Lake, CO

JA Girlando Financial Planning, LLC is a registered investment advisor in the state of Colorado, located in Palmer Lake. Jim Girlando is the owner of the firm. Jim is dedicated to providing affordable retirement plans for those who wouldn’t nor... See More

Highlights: IRA, Asset Allocation, Financial Planning Advice And Services, Retirement Income Planning, Retirement Scenario Planning, Hourly Financial Planning, CFP ®, Advisory And Investment Management, Annuities & Life Insurance, Estate Planning, Comprehensive Financial Planning, CFP®, Tax Planning, Rollover Of 401k Or IRA, Fee-Only, Social Security Planning, Investments, Income Tax Planning, Experienced, Retirement Solutions & Planning

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.

Highlights: CPA, Investment Services, Certified Financial Planner, Charitable Planning, 401K Consulting, Investment Policy Statements, Retirement Planning, Divorce Planning, Comprehensive Financial Planning, Women's Issues, Fee-Only, Retirement Distribution Plan, Wealth Management, Young Investors, Mutual Funds, IRA, Independent Investment Advisor, Estate Planning, Professional Wealth Management, ETFs

I offer comprehensive fee-only financial planning services that can fit in anyone's budget since I have several 'self-help' courses available as well as my hourly planning and investment management services.

Highlights: Fee Only, 401K Consulting, Mutual Funds, Certified Financial Planner, Women's Issues, Retirement Distribution Plan, CFP ®, Investment Policy Statements, CPA, Asset Protection, Sustainability, Wealth Management, Middle Income, Divorce Planning, Socially Responsible Investments, Job Transition Coaching, Professional Wealth Management, Business Planning, Charitable Planning, Family Financial Planning

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 ... See More

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