Financial Planners in Colorado

Kimberly K. Maez

CFP^®

Private Wealth Advisor

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

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

Chrysalis Wealth Management

16 Inverness Place East, Building B
Englewood, CO 80116

(888) 351-3313

+1 More Number

(303) 407-1275

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

Mark Paller

CFP^®, CPA

CPA/PFS

Specialties: Asset Allocation, Career Change, Getting Divorced, Employee Benefits, Life Planning,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Paller Financial Services

9000 E Nichols Ave, Ste 120
Centennial, CO 80112-3406

(303) 858-0045

CONNECT WITH Mark

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

5420 S Quebec St, Ste 105
Greenwood Village, CO 80111

(303) 221-6416

CONNECT WITH Whitney

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.

576 S Pennsylvania St
Denver, CO 80209-4112

(970) 668-5525

Thomas C. Stefaniak

CFP^®

Wealth Advisor

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

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

Beacon Pointe Advisors

2000 S Colorado Blvd
Denver, CO 80222

(303) 806-0988

Donald P. Loyd

J.D.,M.B.A.,CFP^®

President

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Loyd Financial Management, Inc.

7475 E. Peakview Avenue, Building 10
Centennial, CO 80111

(303) 779-0987

CONNECT WITH Donald

John W. Lerew, III

CFP^®, CLTC^®

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.

JW Lerew & Co., Inc.

2946 S Paris St
Aurora, CO 80014-3115

+ 1 More Address

JW Lerew & Co., Inc.

2946 S. Paris Street
Aurora, CO 80014

(303) 929-9491

Kyle Burris

CFP^®

CFP

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

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

Salt Wealth Partners, LLC

101 Red Rocks Vista Dr
Morrison, CO 80465-3008

(303) 697-1891

Robert L. Holland Jr., CFP^®, Jr.

CFP^®

Wealth Manager

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

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

Holland Financial Inc.

14143 Denver West Pkwy Ste 100
Lakewood, CO 80401-3275

(303) 231-1017

CONNECT WITH Robert

Andrea L. Blackwelder

CFP^®, ChFC^®

President

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

Financial Advisor serving Colorado and the surrounding communities.

Wisdom Wealth Strategies

7400 E. Orchard Rd., Suite 130S
Greenwood Village, CO 80111

(303) 270-9146

CONNECT WITH Andrea

Christopher D. Long

CFP^®, CFA

Branch Manager

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

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

Intentional Wealth Strategies

2438 Research Pkwy, Ste 205
Colorado Springs, CO 80920

(719) 694-8002

CONNECT WITH Christopher

Melissa S. Dyer

CFP^®, MBA

CFP

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Estate Planning,...More

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

Raymond James Financial Services, Inc.

10463 Park Meadows Dr, Ste 115
Littleton, CO 80124

(303) 792-7340

Jennifer Hicks Litsas

CFP^®

Advisor

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.

Moneta Group

Moneta Group, 200 Columbine St
Denver, CO 80206-4738

+ 1 More Address

Moneta Group

Moneta Group
St. Louis, MO 63105

(720) 202-9887

CONNECT WITH Jennifer

Joseph D. Clemens

CFP^®, EA

Founder

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

Financial Advisor serving Colorado and the surrounding communities.

Wisdom Wealth Strategies

7400 E Orchard Road, Suite 130
Greenwood Village, CO 80111

(303) 219-0391

CONNECT WITH Joseph

Sara Gardner

CFP^®

Vice President Wealth Advisor

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

EP Wealth Advisors

8081 Shaffer Pkwy, Suite 4
Littleton, CO 80127

(720) 696-0583

CONNECT WITH Sara

Bradley T. Klontz

CFP^®, Psy.D.

Associate Professor & Managing Principal

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Creighton University & Occidental Asset Management

3550 Frontier Ave, Ste D
Boulder, CO 80301-2430

(808) 445-9510

CONNECT WITH Bradley

David A. Estabrook

CFP^®

Registered Principal

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, Inc.

383 Inverness Pkwy, Ste 310
Englewood, CO 80112

(877) 558-8990

+1 More Number

(303) 858-8990

CONNECT WITH David

Nicole Geraci

CFP^®, AWMA^®

Wealth Advisor

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

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

Creekmur Wealth Advisors

PO Box 2882
Avon, CO 81620

(970) 949-9281

Stephen Brubaker

CFP^®

Wealth Management Advisor, CFP®, AIF®, CLU®

Specialties:

Financial Advisor serving Colorado and the surrounding communities.

ERSI Wealth Managemetn

1116 Inverness Dr East, Ste 430
Englewood, CO 80112

(720) 876-2323

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.

Traction Financial Partners

8321 S. Sangre De Cristo Rd., Ste 120
Littleton, CO 80127

(303) 875-7673

Jason Alderson

CFP^®

Financial Advisor

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Crusonia Wealth Advisors

200 Fillmore Street, Suite 340
Denver, CO 80206

CONNECT WITH Jason

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, Ste 970
Colorado Springs, CO 80903

(719) 471-1171

Laurence Schiffman

CFP^®

Founder & Financial Guide

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Traverse Planning

Traverse Planning, 12600 W Colfax Ave, Ste B320
Lakewood, CO 80215-3781

(303) 957-0307

CONNECT WITH Laurence

Valued Member

CFP^®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Colorado and the surrounding communities.

test.record

1290 Broadway
Denver, CO 80203

303-759-4900

J.D. White

CFP^®

President, Wealth Manager

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

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

White Hawk Wealth Management

340 E 1st Ave, Ste 310
Broomfield, CO 80020-2454

(303) 800-0620

CONNECT WITH J.D.

Jamie McKnight

CFA, CFP^®

Principal

Specialties:

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Polaris Wealth Partners

8508 E 35th Pl
Denver, CO 80238-3408

Dennis A. LeFevre

CFP^®

Trust & Financial Advisor

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

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

Everence Financial Advisors

1118 Coyote Trail
Woodland Park, CO 80863

(877) 662-9378

Derek M. Tuz

CFP^®, ChFC^®, CLU

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

8055 East Tufts Ave, Suite 14000
Denver, CO 80237

+ 2 More Addresses

Aegis Financial Partners

1510 28th Street, Suite 100
Boulder, CO 80303

Aegis Financial Partners

1560 Alpine Ct
Erie, CO 80516

Laura A. Combs

CFP^®, MBA

Executive Managing 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

1200 17th St Ste 500
Denver, CO 80202

+ 1 More Address

Mercer Advisors

3655 Sunshine Canyon Drive
Boulder, CO 80302

(800) 525-0961

+1 More Number

(720) 481-0744

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®

Chrysalis Wealth Management

CPA, CFP®

Innovative Financial, LLC

CONNECT WITH DeDe

CFP®, CPA

Paller Financial Services

CONNECT WITH Mark

CFP®

Summit Wealth Management, Ameriprise Fin

CONNECT WITH Whitney

JD, CFP®

RightPath Investments & Financial Planning, Inc.

CFP®

Beacon Pointe Advisors

J.D.,M.B.A.,CFP®

Loyd Financial Management, Inc.

CONNECT WITH Donald

CFP®, CLTC®

JW Lerew & Co., Inc.

JW Lerew & Co., Inc.

CFP®

Salt Wealth Partners, LLC

CFP®

Holland Financial Inc.

CONNECT WITH Robert

CFP®, ChFC®

Wisdom Wealth Strategies

CONNECT WITH Andrea

CFP®, CFA

Intentional Wealth Strategies

CONNECT WITH Christopher

CFP®, MBA

Raymond James Financial Services, Inc.

CFP®

Moneta Group

Moneta Group

CONNECT WITH Jennifer

CFP®, EA

Wisdom Wealth Strategies

CONNECT WITH Joseph

CFP®

EP Wealth Advisors

CONNECT WITH Sara

CFP®, Psy.D.

Creighton University & Occidental Asset Management

CONNECT WITH Bradley

CFP®

Raymond James Financial Services, Inc.

CONNECT WITH David

CFP®, AWMA®

Creekmur Wealth Advisors

CFP®

ERSI Wealth Managemetn

CFP®

Traction Financial Partners

CFP®

Crusonia Wealth Advisors

CONNECT WITH Jason

CFP®

Seamount Financial Group Inc.

CFP®

Traverse Planning

CONNECT WITH Laurence

CFP®

test.record

CFP®

White Hawk Wealth Management

CONNECT WITH J.D.

CFA, CFP®

Polaris Wealth Partners

CFP®

Everence Financial Advisors

CFP®, ChFC®, CLU

CFP^®

CPA, CFP^®

CFP^®, CPA

CFP^®

JD, CFP^®

CFP^®

J.D.,M.B.A.,CFP^®

CFP^®, CLTC^®

CFP^®

CFP^®

CFP^®, ChFC^®

CFP^®, CFA

CFP^®, MBA

CFP^®

CFP^®, EA

CFP^®

CFP^®, Psy.D.

CFP^®

CFP^®, AWMA^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFP^®

CFA, CFP^®

CFP^®

CFP^®, ChFC^®, CLU

CFP^®, MBA