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Patricia Kummer

CFP®

Managing Director

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Mariner Wealth Advisors LLC Highlands Ranch CO

8871 Ridgeline Blvd, Ste 100
Highlands Ranch, CO 80129
(877) 767-0763
(303) 470-1209

Thomas C. Powers

CFP®, CLU,ChFC,CMFC

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

Financial Advisor serving Colorado and the surrounding communities.

300 South Monroe Street, #612
Denver, CO 80209
(804) 495-7756

William W. Palmer, III

CFP®

Senior Advisor

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

6067 S Geneva Ct
Englewood, CO 80111
(303) 596-6439

Harold W. Kirschner

MBA, CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Callahan Capital Management

9110 East Nichols Avenue, Suite 122
Centennial, CO 80112
(303) 722-5500

Joshua K. Gustafson

CFP®

Head of Wealth Management

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

Financial Advisor serving Colorado and the surrounding communities.

11613 East Berry Avenue
Englewood, CO 80111
(805) 729-0046

Robert Bruce Potter

CFP®

Wealth Manager, Partner

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Heirloom Wealth Management

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

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.

1401 17th St., Ste 330
Denver, CO 80202
(303) 296-2196

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 Wealth Management

9605 Kingston Court, Suite 190
Lone Tree, CO 80112
(303) 690-5070

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

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®, 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

JW Lerew & Co., Inc.

2946 S. Paris Street
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

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

Brian D. Eilers

CFP®

Owner

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

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

The Compass Wealth Group, LLC

455 E Pikes Peak Ave, Ste 301
Colorado Springs, CO 80903

The Compass Wealth Group, LLC

5920 Yellowstone Rd
Cheyenne, WY 82009
(719) 632-4188

James M. Brost

CFP®

Specialties:

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Intelligent Investment Management, LLP

150 E 9th St, Ste 333
Durango, CO 81301
(970) 403-1234

Jennifer K. Trembley

CFP®, ChFC®, AEP®

Private Wealth 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 Services, LLC

9351 Grant St, Ste 300
Thornton, CO 80229
(888) 295-0733
(303) 252-9777
CONNECT WITH Jennifer
  • facebook link
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Karine R. Beard

CFP®

CERTIFIED FINANCIAL PLANNER®

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

419 Jerry St
Castle Rock, CO 80104

Clarus Wealth at Plum Creek

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

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
  • twitter link

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

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

Grace Wellwerts

MS, CFP®, CLU, CIMA®

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.

Segue Planning, LLC

48 E Beaver Creek Blvd, #206
Avon, CO 81620
(970) 949-9281

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

Craig Evans Carnick

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Transform Wealth

9540 Federal Drive, Suite 130
Colorado Springs, CO 80921
(800) 447-8181
(719) 884-1952

Philip H. Luccock

CFP®, CMA

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Corporate...More

Financial Advisor serving Colorado and the surrounding communities.

Financially Speaking, Inc.

5889 Greenwood Village Blvd, Ste 400
Green Wood Village, CO 80111
(303) 290-0702

Joel M. Schwartz

CFP®, APMA®

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.

Summit Wealth Management - Ameriprise Financial

5420 S Quebec St, Ste 105
Greenwood Village, CO 80111-1902
(303) 221-6416
CONNECT WITH Joel
  • facebook link
  • twitter link
  • linkedin link

Greg Lessard

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Aspen Leaf Wealth Management, PBC

14143 Denver West Pkwy, Ste 100
Golden, CO 80401
(720) 593-4660

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

Leyder Murillo

CFP®, MBA

Founder/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.

Wolfpack Wealth Management

600 17th St, Suite 2801F South
Denver, CO 80202
(720) 880-1128
CONNECT WITH Leyder
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

Megan Rinaudo

CFP®

Senior Wealth Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable...More

Financial Advisor serving Colorado and the surrounding communities.

Elevatus Wealth Management

285 Warren Ave
Silverthorne, CO 80498-5502
CONNECT WITH Megan
  • linkedin link

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

Aegis Financial Partners

1510 28th Street, Suite 100
Boulder, CO 80303

Aegis Financial Partners

1560 Alpine Ct
Erie, CO 80516