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Kimberly K. Maez

CFP®

Senior Financial Advisor

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

Financial Advisor serving Colorado and the surrounding communities.

Chrysalis Wealth Management

1710 Jet Stream Dr, Ste 205
Colorado Springs, CO 80108
(719) 599-0833

DeDe Jones

CPA, CFP®

Managing Director

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Innovative Financial, LLC

355 S Teller St, Suite 200
Lakewood, CO 80226
(303) 275-7170
CONNECT WITH DeDe
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Paul A. Caylor

CFP®, RICP®,

Financial Consultant

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

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

Thrivent Financial

215 W Oak Street, STE 2B
Fort Collins, CO 80521
(970) 225-6169
CONNECT WITH Paul
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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

Steven R. Smith

JD, CFP®

Principal

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

RightPath Investments & Financial Planning, Inc.

PO Box 208
Frisco, CO 80443-0208
(970) 668-5525

Sharla D. Rountree

CFP®

Owner

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

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

Personal Benefit Financial

870 Kipling St, Ste A
Lakewood, CO 80215
(303) 238-5123

Jill A. Rogers

CFP®, CPA

Sr. Wealth Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced...More

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

Frontier Wealth, LLC

10375 Park Meadows Drive, Suite 500
Lone Tree, CO 80124
(303) 895-3203

Jennefer L. Walsh

CFP®

Financial Planner

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

Financial Advisor serving Colorado and the surrounding communities.

Walsh Financial Solutions

12265 W Bayaud Ave, Ste 230
Lakewood, CO 80228
(303) 252-0852
CONNECT WITH Jennefer
  • linkedin link

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

John W. Lerew, III

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

JW Lerew & Co., Inc.

2260 S Xanadu Wy, Ste 265
Aurora, CO 80014
(303) 929-9491

Andrea K. Berry

CFP®

Principal

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Flatiron Financial Planning

1630 30th Street, Suite A
Boulder, CO 80301
(720) 531-3967

David G. McMillan

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Caledonia Wealth Management

1260 Yellow Pine Avenue
Boulder, CO 80304
(720) 239-1260

Carol R. Breglio

CFP®, APMA®

Wealth Strategist

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

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

Breglio, Long & Assoc. Wealth Strategies

2438 Research Pkwy, Suite 205
Colorado Springs, CO 80920
(719) 694-8002
CONNECT WITH Carol
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Kristin C. Sullivan

CFP®

Owner

Specialties: Comprehensive Financial Planning, Life Planning, Retirement

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Sullivan Financial Planning, LLC

783 S Downing St
Denver, CO 80209
(303) 324-0014

Debbie J. Freeman

CFP®, CPA, CDFA®

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

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

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
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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
  • facebook link
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Jennifer Pritchard

CFP®

Financial Planner

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

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

Bannerman Wealth

445 Broadway
Denver, Colorado 80203
(214) 919-4448
CONNECT WITH Jennifer
  • linkedin link

Brian Joyce

CPA/CFP®

Owner

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Intelligent Investing

1635 Foxtrail Dr
Loveland, CO 80538
(970) 776-4346

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

Laura A. Combs

CFP®

Client Advisor & Regional Director

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

2595 Canyon Blvd, Ste 320
Boulder, CO 80302

Mercer Advisors

1200 17th St Ste 500
Denver, CO 80202
(800) 525-0961
(720) 458-4337
CONNECT WITH Laura
  • linkedin link

Elizabeth O'Donnell

MBA, CFP®

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

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

O'Donnell Wealth Management

501 S Cherry St.,, 11th Floor
Denver, CO 80246
(303) 331-6434
CONNECT WITH Elizabeth
  • linkedin link

Sean F. Curley

CFP®

CFP

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Retirement Planning Specialists, LLC

5460 S Quebec St, Ste 333
Greenwood Village, CO 80111-1976
(888) 771-5406
(303) 771-3088
CONNECT WITH Sean
  • facebook link
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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

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.

First Financial Strategies

720 South Colorado Blvd, Ste 1020N
Denver, CO 80246
(303) 782-2231

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

Daniel M. Yerger

MBA, CFP®, AIF, CDFA

President

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

MY Wealth Planners

402 Main St.
Longmont, CO 80501
(720) 600-6716

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