Financial Advisors in Windsor, Colorado (Weld County)

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

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

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

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

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

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.

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

Sarah Eschwig, CFP

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

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.

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.

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

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