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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
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Brian W. Little

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

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

Financial Solutions of Colorado

7035 Campus Drive, Suite 911
Colorado Springs, CO 80920
(719) 528-8115

Mark R. Brown

CFP®

Managing Partner

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

Financial Advisor serving Colorado and the surrounding communities.

Brown and Company, Inc.

1700 Broadway, Suite 500
Denver, CO 80290
(303) 863-7112

James J. Pasztor, Jr.

CFP®

Vice President of Academic Affairs

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

College for Financial Planning

9000 E Nichols Ave, Ste 200
Centennial, CO 80112
(800) 237-9990
(303) 220-4839

Charles Tobler

CFP®, MBA

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Star Financial Services

3023 S Milwaukee Cir
Denver, CO 80210-6757
(303) 904-0749

Donald G. Drakulich

CFP®

President

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

Financial Advisor serving Colorado and the surrounding communities.

Asset Management Strategies

5455 Mule Deer Dr
Colorado Springs, CO 80919
(888) 311-2371
(719) 260-0369

Brian J. Mitchell

CFP®

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

Financial Advisor serving Colorado and the surrounding communities.

1377 Castlepoint Circle
Castle Pines, CO 80108
(303) 478-7597

Frederick H. Cron

CFP®, ChFC

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

Financial Advisor serving Colorado and the surrounding communities.

Cron Financial Services

6431 E Long Ave
Centennial, CO 80112-2428
(303) 771-3710

Sara Gardner

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Colorado and the surrounding communities.

EP Wealth Advisors

8081 Shaffer Pkwy, Suite 4
Littleton, CO 80127
(303) 225-8400

A. Raymond Benton

CFP®, CRPC®, EA

Member Private Wealth Services

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

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

Benton & Company

8055 E Tufts Ave, Suite 1400
Denver, CO 80237
(303) 714-4753
(303) 714-4748
CONNECT WITH A. Raymond
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Guy W. Holman

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

TCI Wealth Advisors, Inc.

1228 15th St., Ste 300
Denver, CO 80202
(303) 296-2196

Kristi L. Sweeney

CFP®, LUTCF

CFP

Specialties: Estate Planning, Employee Benefits, Insurance, Life Planning, Long-term Care, Medical &...More

Financial Advisor serving Colorado and the surrounding communities.

Sweeney & Associates, LLC

1805 So. Bellaire St., Ste 545
Denver, CO 80222
(888) 868-9642
(303) 773-0200

Billy Funderburk

CFP®, MBA

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

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

Funderburk Financial

351 Coffman St., Suite 210
Longmont, CO 80501
(303) 485-0488

Debbie J. Freeman

CFP®, CPA

Director of Tax & Financial Planning

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Peak Financial Advisors

50 S Steele St, Ste 815
Denver, CO 80209
(303) 316-2799

Lisa M. Forbes

CFP®, CLU, ChFC,CASL

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

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

Ameriprise Financial Services, Inc.

5755 Mark Dabling Blvd, Ste 370
Colorado Springs, CO 80919
(719) 598-9442

Scott Arnold

CFP®

CEO, Portfolio Manager

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

IMPACTfolio

2781 E Geddes Avenue
Centennial, CO 80122
(844) 218-3800
(844) 218-3800
CONNECT WITH Scott
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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

Brad Borncamp

CFP®, CPA, CVA

Owner

Specialties: Comprehensive Financial Planning, Arbitration & Mediation, Budget & Debt Management,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Brad Borncamp, CPA, LLC

1319 W Baseline Rd, Ste 201
Lafayette, CO 80026
(303) 530-4650

David W. Smiley

CFP®

Financial Planner

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

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

Oxford Asset Management

1150A Main Ave
Durango, CO 81301

Oxford Asset Management

18 Deep Creek Ct
Durango, CO 81301
(970) 375-1291

Karine R. Beard

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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

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

Clarus Wealth at Plum Creek

202 6th Street, Suite 301C
Castle Rock, CO 80104

Clarus Wealth at Plum Creek

9125 W Thunderbird Road
Peoria, AZ 85381
(720) 510-1199
CONNECT WITH Karine
  • linkedin link

Joshua Nelson

CFP®

Financial Advisor

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

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

Keystone Financial Services

4090 Clydesdale Pkwy, Suite 201
Loveland, CO 80538
(970) 744-5408

Randy J. Anderson

CFP®

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

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

RJ Anderson Financial, LLC

8742 Lucent Blvd, Ste 600
Littleton, CO 80129
(303) 305-5446

Susan Strasbaugh

CFP®, EA, AIF

Owner

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Strasbaugh Financial Advisory, Inc.

8580 Scarborough Dr, Ste 145
Colorado Springs, CO 80920
(719) 265-4600

Nicole Geraci

CFP®, AWMA®

Financial Planning Associate

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

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

Rocky Mountain Planning Group, Inc

PO Box 2882
Avon, CO 81620
(970) 949-9281

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.

10267 Pennington Ln
Highlands Ranch, CO 80126
(720) 344-4176

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

Mark J. Smith

CFP®, CPA/PFS, CIMA

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

M.J. Smith & Associates, Inc.

5613 DTC Pkwy Ste 650
Greenwood Village, CO 80111
(303) 768-0007

Allan S. Roth

CFP®, CPA, MBA

Columnist/Planner

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

Financial Advisor serving Colorado and the surrounding communities.

Wealth Logic, LLC

31 N. Tejon St, Ste 306
Colorado Springs, CO 80903
(719) 955-1001

Pete Tomassi

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Tomassi Financial Planning, LLC

1635 Foxtrail Drive
Loveland, CO 80538
(970) 232-8851
CONNECT WITH Pete
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John R. Waymire

CFP®

Specialties:

Financial Advisor serving Colorado and the surrounding communities.

Raymond James

102 N Cascade Ave, Ste 600
Colorado Springs, CO 80903
(719) 577-4102