Financial Advisors in Colorado

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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Steve Martin, CFP, MBA, RLP
Martin Wealth Management was founded on the belief that people should use their money to create a fulfilling life – rather than using their life just to create money. Financial Life Planning from Martin Wealth Management begins with this assumption and focuses on your values and dreams. Financial Life Planning is a discovery process that focuses on who the client is instead of just on what they have. It is a model where we demonstrate to you how every aspect of your life has an impact on their wealth-building or wealth-protecting process. You are the client - not your money. At the core of every Financial Plan we develop is the client's ideal life. Every one of us has a reason for living, a purpose for our life. We uncover and create a vision of your life that inspires and excites you. We are more than money managers. We don't want your money to grow just for the sake of it growing. We want everything you do to be in support of your ideal life. Learn more at my web site: www.mwm3.com... See More

Sunit Bhalla, CFP, MSFP
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OakTree Financial Planning specializes in financial planning and portfolio management for engineers and other technology professionals. Our goal is to alleviate your financial anxieties so that you can focus your time and energy on more enjoyable aspects of your life. Financial planning includes determining the correct tradeoffs between how much you save while you work, when you retire, and how much you spend in retirement. The financial planning process also involves working with you and other professionals to make sure you are properly insured and have appropriate estate planning documents, including wills, living wills, and powers of attorney. The portfolios that we create and manage for our clients are well-diversified, low-cost, and tax-efficient. OakTree Financial Planning is a fee-only firm, which means that all fees are fully disclosed and paid directly to us by our clients. We do not sell investments, insurance, or other products and we do not receive any commissions. We believe that this fee structure allows us to be more objective because it reduces possible conflicts of interest.... 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

Financial Planning And Asset Management

Peoples Investment Professionals Financial Advisors can help you to ensure a bright financial future with a sound financial plan. We offer a range of products from retirement accounts, college savings accounts, municipal bonds, life insurance to long-term care planning.... See More

Fee only financial planning.
Affordable, independent, no conflicts of interest.
I do not sell financial products.
Fox 21 News Money Matters guy.
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An independent fee-only SEC registered investment advisor. Certified Financial Planner since 1986. Wealth Managment services specializing in Closed End Funds.

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, families, businesses, business owners, entrepreneurs, corporate executives, and medical professionals on their private wealth management, company 401k plans and private foundations. Some of these individuals are retired; some are actively working; others are just beginning their careers. Some have inherited wealth; some have built wealth; others are currently building wealth.
Our experienced team provides a high level of service and attention rarely seen in the financial world. We work closely with our client's other professional advisors to ensure a cohesive plan. Ultimately, our mission is to provide our clients with peace of mind knowing they are free of financial concerns and confident in their plan for the future.
Our investment managers firmly believe that a thoughtful investment allocation for the long term with a client's specific needs and risk tolerance in mind produces the best results. Our fiduciary responsibility demands no less.
Financial planning and investment advice are just a start as Harbor provides much more. Harbor delivers not only exceptional wealth management, but meaningful personal service. We know our clients' goals, desires, values, hobbies and passions. We are committed to long-term relationships. You will hear from us often.
Contact us to schedule an initial free consultation to discuss your needs, how we can help meet them and if Harbor is a good fit for you.... See More

Sarah Eschwig, CFP

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