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Willis G. Ashby

CFP®

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.

Integra Financial, Inc.

5105 DTC Pkwy, Ste 316
Greenwood Village, CO 80111
1-800-898-5450
(303) 220-5525

Thomas C. Nelson

PHD, CFP®

Associate Teaching Professor of Finance, Emeritus

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

Linda Y. Leitz

PhD, CFP®, EA, CDFA

Founder

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Peace of Mind Financial Planning, Inc.

7222 Commerce Center Drive, Suite 175
Colorado Springs, CO 80919
(719) 836-8181
CONNECT WITH Linda
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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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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

Angel B. McCall

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Lifetime Financial Strategies

2113 Marfell Street
Erie, CO 80516-7129
(303) 903-7635

Paul D. Johnson

CFP®, ChFC, CASL

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

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

Paul Johnson Retirement Solutions, LLC

3780 Carbondale Street
Loveland, CO 80538
(402) 201-7024

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

2696 S Colorado Blvd, Ste 430
Denver, CO 80222
(303) 806-0988

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

Paula Degener

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

8871 Ridgeline Blvd, Ste 100
Highlands Ranch, CO 80129-2433
(913) 804-1518

Joshua Nelson

CFP®

Certified 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.

Keystone Financial Services

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

Todd N. Lebor

CFP®

President/Owner

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Snowball Wealth Management

3445 Penrose Pl, Suite 130
Boulder, CO 80301
(303) 666-6292

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

John W. Lerew, III

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.

JW Lerew & Co., Inc.

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

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

Robert L. Holland Jr., CFP®, Jr.

CFP®

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. @ Western Wealth/LPL

14143 Denver West Pkwy, Ste 450
Lakewood, CO 80401-3370
(303) 231-1017
CONNECT WITH Robert
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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

204 Maple St, Unit 104
Fort Collins, CO 80521-2077
(970) 305-8570
CONNECT WITH Randy
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Danielle Howard

CFP®

Certified Financial Planner

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

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

Wealth By Design

76 Eagle Claw Cir
Glenwood Springs, CO 81601-8684
(970) 927-3909
CONNECT WITH Danielle
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Aaron Thurston

CFP®

Specialties:

Financial Advisor serving Colorado and the surrounding communities.

Ameriprise Financial Services, LLC

1710 Jet Stream Dr, Ste 205
Colorado Springs, CO 80921
(719) 599-7431

Richard L. Carroll

CFP®

Partner

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

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

Intentional Wealth Strategies

1125 Kelly Johnson Blvd, Ste 111
Colorado Springs, CO 80920-3930
(719) 694-8002

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
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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

Raider Keenan

CFP®, CIMA®

Banker

Specialties:

Financial Advisor serving Colorado and the surrounding communities.

J.P. Morgan Private Bank

13540 Meadowgrass Dr, #100
Colorado Springs, CO 80921
(719) 313-7064

Rosemary Reed

CFP® CFA

President

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Delta Financial Group

PO Box 639
Fraser, CO 80442
(970) 318-6644

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
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Paul Donald Carriere

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.

Carriere Financial Planning

1755 Telstar Dr., Suite 300
Colorado Springs, CO 80920
(719) 421-6333
CONNECT WITH Paul
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Emmanuel K. Eliason

CFP®

President & CEO

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

Financial Advisor serving Colorado and the surrounding communities.

Eliason Wealth Management

9200 E Mineral Ave, Ste 100
Centennial, CO 80112-3414
(720) 588-9717
CONNECT WITH Emmanuel
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Tyler Freeman

CFP®, CFA®

Partner/Wealth Manager

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.

WEALTHCLARITY

1746 Cole Blvd, Ste 225
Golden, CO 80401-3208
(720) 613-0075
CONNECT WITH Tyler
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Sean Lacey

CFP®, CIMA®, CRPC™

Wealth Advisor

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Waverly Advisors, LLC

980 Pico Pt, Ste 100
Colorado Springs, CO 80905-7179
(719) 741-3330
CONNECT WITH Sean
  • linkedin link