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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
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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

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

1790 38th Street, Suite 101
Boulder, CO 80301
(303) 444-5440

Karlton D. Childress

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Colorado and the surrounding communities.

Sharkey Howes & Javer Inc

720 S Colorado Blvd, Ste 600-South
Denver, CO 80246
(303) 639-5100

William R. Parrott

CFP®

Retired

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

Financial Advisor serving Colorado and the surrounding communities.

10447 Finn Drive
Colorado Springs, CO 80924
(512) 922-4429
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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

9605 S Kingston Ct, Ste 190
Englewood, 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

Paul F. Staib

CFP®, MBA, RICP®

Principal

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Staib Financial Planning, LLC

10082 Fairgate Way
Highlands Ranch, CO 80126

Staib Financial Planning, LLC

9233 Park Meadows Drive
Lone Tree, CO 80124
(303) 887-9633
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Mark S. Starosciak

CFP®

Managing Partner

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Infinium Investment Advisors

50 S Steele Street, Ste. 830
Denver, CO 80209
(720) 253-1818
CONNECT WITH Mark
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Lisa A. Malick

CFP®

Financial Planner/Investment Advisor

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Lighthouse Financial LLC

12295 Oracle Blvd, ste 210
Colorado Springs, CO 80021
(303) 444-1818
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Austin Lewis

CFP®

President

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

Financial Advisor serving Colorado and the surrounding communities.

Lewis Wealth Management

4600 South Ulster Street, Suite 1050
Denver, CO 80237
(303) 951-8779

Aaron R. Anderson

CFP®, CLU®, ChFC®

President

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

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

Fit Asset Management

3864 Ute Mountain Trl
Castle Rock, CO 80109
(303) 514-2468

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
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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
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Clayton J. Shearer

CFP®

CERTIFIED FINANCIAL PLANNER tm

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

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

Strategic Partners Financial Group

760 Burbank St
Broomfield, CO 80020
(303) 396-6128

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
(303) 858-8990
CONNECT WITH David
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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

Wendi Strom

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Career Change, Investment Management, Getting...More

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

LOTUS Financial Partners

550 S WADSWORTH BLVD, Suite B-100
LAKEWOOD, CO 80226
(303) 756-2062

Liz Windisch

CFP®

Financial Planner

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

Financial Advisor serving Colorado and the surrounding communities.

Maia Wealth

1401 17th St., Suite 850
Denver, CO 80202
(720) 534-3028
CONNECT WITH Liz
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Kris Tower

CFP®, AIF®

Senior Managing Director

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

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

American Portfolios Advisors

4700 S Syracuse St, Ste 830
Denver, CO 80237
(303) 850-4867
CONNECT WITH Kris
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Dallas Grabow

CFP®, MBA

Certified Financial Planner

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

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

LPL Financial

1055 Main Street
Grand Junction, CO 81501
(970) 255-8240

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
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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

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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Tyler Freeman

CFP®, CFA®

Partner/Wealth Manager

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business...More

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

WEALTHCLARITY

1746 Cole Blvd, Ste 225
Lakewood, CO 80401-3208
(720) 613-0075
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Benjamin Burrows

CFP®

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

Financial Advisor serving Colorado and the surrounding communities.

Raymond James

4643 S Ulster St, Ste 1350
Denver, CO 80237-2992
(303) 200-1403
CONNECT WITH Benjamin
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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
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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

Mercer Advisors

3655 Sunshine Canyon Drive
Boulder, CO 80302
(800) 525-0961
(720) 481-0744
CONNECT WITH Laura
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