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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

Randee K. Cook

CFP®, ChLAP

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

Financial Advisor serving Colorado and the surrounding communities.

Strategic Financial Management

1931 65th Ave, Unit B
Greeley, CO 80634
(970) 353-7124

Don C. Leander

CFP®, RFC, CSA

Principal

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Financial Planning Strategies

6645 Delmonico Blvd., Suite 101
Colorado Springs, CO 80919
(800) 375-9850
(719) 266-5335

Judith A. Shine

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Colorado and the surrounding communities.

Shine Investment Advisory Services, Inc.

9892 Rosemont Ave, Ste 100
Lone Tree, CO 80124-4101
(303) 740-8600

Carol S. Craigie

ChFC, CFP®

Financial Coach

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Fiscal Fitness Clubs of America

17356 Cornerstone Lane
Parker, CO 80134
(720) 219-1729
CONNECT WITH Carol
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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

Marion P. Steward

CFP®

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

Financial Advisor serving Colorado and the surrounding communities.

LPL Financial / Financial Steward Associates

2919 Valmont Road, Suite 109
Boulder, CO 80301
(303) 444-5440

Robert Bruce Potter

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Potter Financial Solutions, Inc.

2542 W 108th Pl
Westminster, CO 80234
(303) 819-8056

Frances J. Coet

CPA/CFF,CFP®,CVA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning

Financial Advisor serving Colorado and the surrounding communities.

10860 Dover St, Ste 2500
Broomfield, CO 80021-2658
(303) 426-6444

Whitney W. Grimm

CFP®

Private Wealth Advisor

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

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

Summit Wealth Management, Ameriprise Fin

5690 DTC Blvd, Ste 500W
Greenwood Village, CO 80111
(877) 843-5539
(303) 221-6416
CONNECT WITH Whitney
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Lauren M. Sigman

CFP®, MBA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Estate Planning...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Sigman Financial Fitness

124 S Monroe St
Denver, CO 80209
(303) 321-5844

Connie Hancock

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Petra Financial Advisors

2 N. Nevada Ave., Suite 1240
Colorado Springs, CO 80903
(888) 636-6300
(719) 636-9000

David W. Moritz

CFP®, CIMA, CLTC

Financial Advisor/President

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

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

Escalade Financial Partners

19751 E. Mainstreet, Suite R12
Parker, CO 80138
(720) 836-4534
CONNECT WITH David
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Karl F. Frank

CFP®, MBA

Financial Planner

Specialties: Asset Allocation, Investment Management, Employee Benefits, Insurance, Retirement,...More

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

A&I Financial Services LLC

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

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

Samuel R. Tenney

CFP®

Wealth Manager

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

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

Fidelis Wealth Advisors, LLC

751 Maleta Lane, #203
Castle Rock, CO 80108
(303) 800-4683
CONNECT WITH Samuel
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Matthew A. Elliott

CFP®

CEO

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

Kyle Burris

CFP®

CFP

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Sage Income Advisors, LLC

101 Red Rocks Vista Dr, PO Box 1024
Morrison, CO 80465-5024
(303) 697-1891

John J. Diak

CFP®

Principal

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Oatley & Diak LLC

18801 East Mainstreet, Suite 240
Parker, CO 80134
(303) 221-1900

Jennifer K. Trembley

CFP®, ChFC®, AEP®

Financial 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.

Ameriprise Financial

9351 Grant St, Ste 300
Thornton, CO 80229
(888) 295-0733
(303) 252-9777
CONNECT WITH Jennifer
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Susan H. O'Grady

CFP®, CRPC®

President

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Equipoise Wealth Management, Inc.

1805 S Bellaire St, Ste 340
Denver, CO 80222-4317
(303) 765-4422

Judy D. McNary

CFP®

Founder

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Confluence Financial Advisors

3800 Arapahoe, Ste 210
Boulder, CO 80303
(303) 449-5552

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

Daniel Craig Andrews

CFP®

Vice President of Financial Planning

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Financial Planning Fort Collins

375 E Horsetooth Rd, Bldg 3, Ste 203
Fort Collins, CO 80525
(970) 225-0504
CONNECT WITH Daniel
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Brett Landstrom

CFP®

Client Advisor

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Mercer Advisors

Mercer Advisors, 1200 17th Street
Denver, CO 80202
(888) 355-2151
(720) 805-3714

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

Holly E. Hoting

CFP®

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

Financial Advisor serving Colorado and the surrounding communities.

INVEST Financial Corporation

720 South Colorado Blvd, Ste 1020N
Denver, CO 80246
(303) 393-2333

Laurence Schiffman

CFP®, CLU

Founder & Financial Guide

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

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

Traverse Planning, 12600 W Colfax Ave, Ste B320
Lakewood, CO 80215-3781
(303) 957-0307
CONNECT WITH Laurence
  • facebook link
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Brian T. Sells

CFP®, CPA

Chief Investment Officer

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Peak Financial Advisors, LLC

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

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

1560 Alpine Ct
Erie, CO 80516

Aegis Financial Partners

1510 28th Street, Suite 100
Boulder, CO 80303

Aegis Financial Partners

8055 East Tufts Ave
Denver, CO 80237