Financial Advisors in Woodland Park, Colorado (Teller County)

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.

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

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

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

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

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

Sarah Eschwig, CFP

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

Financial Planning And Asset 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 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, 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

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

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

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