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Financial Advisors in Golden, Colorado (Jefferson County)

Lifetime Capital Management Inc.
22 miles from Golden, CO

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... See More

Lewis Wealth Management
22 miles from Golden, CO

D. Austin Lewis, CFP, JD, MBA

Well-Rounded Success
22 miles from Golden, CO

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 behavi... See More

Maryan (Kaplan) Jaross, AAMS®
23 miles from Golden, CO

"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
Matt Kelley, CFP®, AIF®
23 miles from Golden, 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: 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 H. Brown, CIMA®, CPWA®
23 miles from Golden, 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, 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, Inc.
23 miles from Golden, 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: 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
Financial Mountain Inc.
23 miles from Golden, CO

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.
23 miles from Golden, CO

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
23 miles from Golden, CO

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
23 miles from Golden, CO

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

Lunsford Financial Planning, Inc.
23 miles from Golden, CO

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
23 miles from Golden, 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

nVest Advisors, LLC
29 miles from Golden, 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
44 miles from Golden, 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

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