Financial Advisors in Colorado

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 attention, time, and resources. Above all else, you deserve an independent advocate to guide you through the opportunities and challenges of your financial life. About Us Outbound Financial Inc. is a fee-only financial planning and investment management firm founded to serve young professionals and families. We aim help our clients organize and understand their financial lives in order to position themselves, with intention, to reach whatever it is constitutes their best life and to make stress, complexity, and doubt less of the equation.... See More

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

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

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 challenges of college and retirement funding. They are professionals who want solid retirement plans that don't require compromising current lifestyles, and they are entrepreneurs passionate about creating successful companies from their dreams. Headquartered in Boulder, Colorado, CFA serves clients across the United States.
To provide the highest-quality personal service, CFA focuses on establishing long term relationships with clients. Client consideration is based not on net worth but by the desire for financial growth. Prospective clients embrace the concept that money alone is not enough; it must be partnered with one's goals and values to create a rich, fulfilling life. CFA partners Dave Gardner and Judy McNary guide clients through a planning process that integrates investments, taxes, budgets, insurance, estate planning and real estate to construct a plan tailored to meet their goals. Fee-only eliminates conflicts of interests that exist with stockbrokers or advisors who work on a commission basis. ... See More

Linda Leitz, CDFA, CFP, EA, MBA, PhD
@import url(http://napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Peace of Mind Financial Planning, Inc. believes that financial planning should be accessible to everyone. Most people will be able to meet their goals if they make good financial decisions throughout their lives, and many people find that expert advice allows them to make those good decisions. It's not about just making money, it's about achieving the life they want. We help people from the time they begin their careers until their biggest financial concern is having their money go to the people and the causes they care about when they pass on. We help our clients be excited about achieving their financial goals and minimize their worries so they can sleep at night. Services include: Investment Strategy, including asset allocation, and investment recommendations and implementation; Retirement Planning; Insurance analysis and recommendations; Estate Planning regarding wills, powers of attorney, health powers of attorney, living wills, and other estate issues; Tax Planning; Individual Income Tax Return Preparation; Goal Setting; Budgeting and Record Keeping; General Financial Planning... See More

Mary Alpers, CFP, EA, MBA
Fiduciary, Fee-Only, Tax focused Financial Planning Firm serving professionals, successful business owners and retirees in Monument, Colorado Springs, Castle Rock and Parker. Our methods and models result in strategic long term investment management and retirement planning. Comprehensive services include tax planning, small business development, estate planning, education funding, and charitable intentions. For more information: www.alpersfinancial.com... See More

Mary Brooks, CFP, M.Ed.
Brooks Financial Planning is a fee-only financial planning and Registered Investment Advisory firm headquartered in Colorado Springs, Colorado. Clients have the flexibility to engage on either a one-time as-needed basis, or on an ongoing basis. The firm works with individuals and families, offering comprehensive life planning and also limited-scope engagements that focus on specific issues of immediate concern.... See More

Susan Strasbaugh, BS, CFP, EA
Strasbaugh Financial Advisory, Inc. works with successful corporate executives and business owners to articulate their long-term financial goals, and to put into place the comprehensive plans to acheive these goals. We develop and implement investment strategies after a thorough review of your tax situation, estate planning needs and retirement goals. Please visit our website, www.strasbaughfinancial.com, for more information or to schedule a complimentary initial consultation.... 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.

Steven King, CFP, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);
King Financial Planning & Management, LLC provides comprehensive financial planning and investment management services to a select group of families and individuals. We believe that the root of financial success lies in understanding your life’s goals, then structuring your finances to achieve those goals. We strive to help our clients identify what is truly important to them in life, and then develop a plan that incorporates their goals. We believe in simplification, and we strive to help our clients simplify, rather than complicate, their financial lives. Please visit our website at www.kingfinancialplanning.com for more information.... See More

Dave Forbes, CFA, CFP
Humanizing The Process of Planning Your Financial Future
Who We Are: We are a team committed to building lifelong relationships with the individuals and families we are honored to serve.
What We Do: We help families gain financial clarity and order, enabling wise choices for today, tomorrow, and future generations.
We are a catalyst for the transformation of dreams, hopes, goals, and aspirations into tangible planning designed to help each of our clients achieve what matters most to them.
Why We Exist: To honor God, love others, and serve with excellence.... See More

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

Marc Jimenez, CFA, CFP
Wealth Management
CAM Investor Solutions is a growing, fee-only independent Registered Investment Advisor. As a boutique wealth management firm, we are focused on serving a limited number of individual and institutional clientele. CAM's client-focused approach is designed to be flexible, transparent, and simple. We strive to work with like-minded clients who share our investment philosophy, are in need of our financial planning expertise, and for whom we can provide significant value.
Visit our blog http://caminvestor.com/blog/... See More

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