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David L. Bernard

ChFC® CFP® CLU®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Colorado and the surrounding communities.

Bernard Financial Services

2677 S Troy Ct
Aurora, CO 80014-3393
(303) 750-1555

Aleda S. Kresge

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Affinity Wealth Mgmt Group

PO Box 1318
Frisco, CO 80443-1318
(970) 668-8448

Thomas C. Nelson

PHD, CFP®

Senior Instructor of Finance

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Leeds School of Business, University of Colorado

4635 Hope Cir
Broomfield, CO 80023
(720) 220-1668

Patrick S. Jolliffe

CFP®, AIF®, ChFC

Partner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving Colorado and the surrounding communities.

FamilyWealth Advisors

4600 S Syracuse 9th Floor
Denver, CO 80237
(303) 256-6494

Jennifer Kay Hicks

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Purpose Planning

1465 Kelly Johnson Blvd, Ste 305
Colorado Springs, CO 80920
(719) 590-4110

Peter F. Lengsfeld

CFP®

Certified Financial PlannerĀ®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

9800 Mt Pyramid Court, Ste. 450
Englewood, CO 80112
(303) 690-5070

Brett Spurr

CFP®

President/Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Spurr Financial Planning, Inc.

Pennington Ln
Highlands Ranch, CO 80126
(720) 344-4176

Derek M. Tuz

CFP®, ChFC®, CWS®

Owner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Aegis Financial Partners

1510 28th Street, Suite 100
Boulder, CO 80303

Aegis Financial Partners

1560 Alpine Ct
Erie, CO 80516

Aegis Financial Partners

8055 East Tufts Ave
Denver, CO 80237
(303) 793-7935 x0

David L. Stevens

CFP®, CPA/PFS

Wealth manager

Specialties: Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

A & I Financial Services LLC

9800 Pyramid Ct, Ste 450
Englewood, CO 80112-2671
(303) 690-5070

Carin D. Wagner

CFP®, MBA

Specialties:

Financial Advisor serving Colorado and the surrounding communities.

The GHP Financial Group

1801 California St, Ste 2200
Denver, CO 80202
(303) 831-5050

Raquel S. Hinman

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Hinman Financial Planning, Inc.

PO Box 1158
Erie, CO 80516
(720) 460-0908

Edward Leone, Jr.

CFP®, RFC, DMD, MBA

Intern

Specialties:

Financial Advisor serving Colorado and the surrounding communities.

Leone Personal & Investment Planning LLC

PO Box 21039
Denver, CO 80221
(303) 478-6793

Lisa A. Malick

CFP®

Financial Planner/Investment Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Lighthouse Financial LLC

370 Interlocken Blvd Ste 525
Broomfield, CO 80021
(303) 444-1818
CONNECT WITH Lisa
  • facebook link
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J. Wayne Farlow

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Financial Abundance, LLC

4950 W 107th Loop
Westminster, CO 80031
(303) 554-0309

Randy L. Halfpop

CFP®

Owner, The Compass Wealth Group

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Raymond James Financial Services

455 E. Pikes Peak Ave., Suite 301
Colorado Springs, CO 80903
719-632-4188
CONNECT WITH Randy
  • facebook link
  • twitter link
  • linkedin link

Joseph D. Clemens

CFP®, EA, AIF®

Founder

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Starting a Family,...More

Financial Advisor serving Colorado and the surrounding communities.

Wisdom Wealth Strategies

400 S Colorado Blvd, Ste 610
Denver, CO 80246
(303) 219-0391
CONNECT WITH Joseph
  • twitter link
  • linkedin link

Dan Weeks

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable &...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

UMB Family Wealth, LLC

1670 Broadway
Denver, CO 80202
(303) 839-2288

Stephen West

CFP®, ChFC®, CRPS®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Chapel & Collins, LLC

215 W. Oak St., Suite 901
Fort Collins, CO 80521
(888) 755-0505
(970) 204-1376
CONNECT WITH Stephen
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Kimberly L. Curtis

CFP®, ChFC, CAP, AEP

President & CEO

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, Attending College, 401(k)/403(b...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Wealth Legacy Institute, Inc.

950 South Cherry St., Ste. 505
Denver, CO 80246
(303) 753-7578
CONNECT WITH Kimberly
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Melissa Baldwin

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Sharkey, Howes & Javer Inc.

720 S Colorado Blvd, Ste 600 S Tower
Denver, CO 80246
(303) 639-5100

Jordan Kunz

CFA, CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Colorado Financial Management

4840 Pearl East Circle, Suite 300E
Boulder, CO 80301
(303) 443-2433
CONNECT WITH Jordan
  • linkedin link

Grace Wellwerts

MS, CFP®, CLU, CIMA®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Rocky Mountain Planning Group, Inc.

48 E Beaver Creek Blvd Ste 308, PO Box 2882
Avon, CO 81620
(970) 949-9281

Elizabeth A. Windisch

CFP®

Financial Adviser

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management...More

Financial Advisor serving Colorado and the surrounding communities.

Aspen Wealth Management

3939 E Arapahoe Road, Ste 100
Centennial, CO 80122
(303) 309-0113
CONNECT WITH Elizabeth
  • linkedin link

Elizabeth Schreiber Bleidt

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

710 Golden Ridge Rd, Ste 118
Golden, CO 80401
(303) 216-0055
CONNECT WITH Elizabeth
  • facebook link
  • linkedin link

Donald O. Dority

CPA/PFS, CFP®, APMA®

President and CCO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Narrow Path Financial Inc

5313 N County Rd 11
Fort Collins, CO 80524
(970) 219-0936

Sean C. Wood

CFP®, AIF®, CAP®

Founder and Chief Steward

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

United Planners' Financial Services of America

1240 Bergen Parkway, Ste A-220
Evergreen, CO 80439
(303) 500-1931
CONNECT WITH Sean
  • facebook link
  • linkedin link

Leon J. Colafrancesco

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Colorado and the surrounding communities.

Seamount Financial Group Inc.

90 S Cascade Ave Suite 1140
Colorado Springs, CO 80903
(719) 471-1171

Jeanette Beatty

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Elevations Credit Union

4760 Baseline Road, Unit A
Boulder, CO 80301
(303) 247-8893

Peter Tedstrom

CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Tedstrom Wealth Advisors, Inc.

1999 Broadway, Suite 1415
Denver, CO 80202
(303) 996-6514

James F. Williams

CFP®, CPA/PFS

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

J.F. Williams Co., Inc.

1120 Lincoln Street, Suite 1603
Denver, CO 80203
(303) 753-4506