Financial Advisors in Colorado

"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 wouldn't set up your plan for you to be a classical composer. We listen carefully to discern those influences and guide you in making a financial plan to help you achieve attainable goals and manage your investments to match to help you get there.

I enjoy working with the full spectrum of clients, including young singles and families, professionals, retirees and widow(er)s. Each group benefits from my working with the others; lessons learned from clients can be very valuable in shaping the discussion with everyone. I find it especially important to make sure that women are educated about their financial picture and understand how they can manage and improve it.

Specific issues that I like to address include Social Security strategies, Medicare Planning, Education funding, Long Term Care issues, Charitable Planning -- all part of a holistic financial plan that can grow with you. We also talk about what you would like to do with your time in retirement and whether there are financial aspects that need to be considered.

Successful retirement plans are written down with strategies to achieve success. They are also living documents that need to be updated annually as life happens and goals change. Working with your other advisors, such as your CPA, Estate Attorney, and Insurance Agent improves the likelihood of success.... See More

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 maintaining our core values and our focus on serving physicians. Although many of our clients are located throughout Colorado and Illinois, with the aid of teleconferencing, our wealth advisors increasingly work with clients across the United States.

The GMW mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. While not all of our clients are doctors, the majority of our clients come to us from various medically related fields due to our experience working with high incomes, our deep understanding of their strategic benefit, and the retirement strategies that exist for these professionals.... See More

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 success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians.... See More

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 success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians.... See More

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

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 success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. As of today, we mainly operate throughout Colorado and Illinois; including Boulder, Denver, Fort Collins, Colorado Springs, numerous smaller Colorado mountain towns, and Chicago. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States.

We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy.

Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety.... 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.

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 – your assets and your aspirations – and we help you prepare for and transition through life’s obstacles.... See More

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 – your assets and your aspirations – and we help you prepare for and transition through life’s obstacles.... 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.

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.

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

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 goals. FMI’s registered investment advisors are fiduciaries who utilize modern analysis tools to ensure the maximum potential of all investments. FMI has over 25 years of experience in Wealth Management and offers Fee-only planning services. ... See More