What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Denver, CO area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Denver, CO Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Matthew Elliott
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Kyle Simmons
CFP®, CRPC®
Simmons Investment Management
Broomfield, CO
Specialties: Investment Management, Retirement Income Planning, Comprehensive Financial Planning, Tax Planning
Trusted Financial Advice for Engineers and Tech Professionals
Kevin Shuller
CFA®, CFP®
Cedar Peak Wealth Advisors
Denver, CO
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Retirement Income Planning, Tax Planning
Your Financial Yoda - A boutique advisory firm in Denver, CO providing Investment Management and Financial Planning for growing families
Jim Barnum
Bright Road Wealth Management
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Brian Littlejohn
MBA, CFP®, CFA®
Sherwood Wealth Management
Broomfield, CO
Specialties: Comprehensive Financial Planning, Investment Management, Charitable Giving & Gifting Strategies, Family Legacy Planning
Personalized Financial Advice You Can Trust
Julie McDaniel
CFP®
IMPACTfolio®
Denver, CO
Specialties: Holistic Financial Planning, College Education Planning, Cash Flow Planning, Tax Planning, Wealth Management, Investment Management, Environmental, Social, and Governance (ESG) Investing
Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.
Juan Guevara
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
John Henry
Ph.D
Story Makers Investment Advisors
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Risk Management
Personalized Investment Advising & Financial Planning with Flexible Fee Options. Located in Denver, CO serving clients everywhere.
Jayson Owens
CFP®
Bright Road Wealth Management
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner with offices in Anchorage, AK, Denver, CO, and Tacoma, WA, serving clients locally and virtually
Steve Cruice
CPA, CFP®
Simply Steward
Highlands Ranch, CO
Specialties: Comprehensive Financial Planning, Tax Planning and Preparation, Investment Management and Advice, Small Business Planning, Retirement Income Planning
Tax-Focused, Stewardship-Minded, Fee-Only Fiduciary Advice - Serving clients in the Denver Metro Area and Virtually Across the Country
Michelle Francis
Life Story Financial
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Financial Advice
Fee-Only Financial Advisor for Women
DeDe Jones
CPA, CFP®
Innovative Financial, LLC
Lakewood, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lakewood, CO, serving clients locally and across the country
Betty Wang
CFP®
BW Financial Planning
Denver, CO
Specialties: Women's Finances, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee-Only financial planner located in Greenwood Village, CO, serving clients in the Denver Metro Area and across the country
Nick Hatfield
CFP®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Scott Arnold
CFP®
IMPACTfolio®
Denver, CO
Specialties: Wealth Management, Holistic Financial Planning, Investment Management, Retirement Income Planning, Tax Planning
At IMPACTfolio®, we believe that sustainability is not optional. Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.
Jon Moore
CFP®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Liz Cady
CFA®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Eric Walters
CFA®, CFP®
Summit Hill Wealth Management
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Exit Planning for Business Owners, Executive Compensation
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
Marc Jimenez
CFA® CFP®
CAM Investor Solutions
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Strategies, Investment Management, Executive Stock and Option Compensation, Tax Planning, Business Succession Planning
We are a fee-only financial planning firm with offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we serve clients around the country.
Dustin Bell
MBA
Reflective Financial
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Investment Advice, Cashflow & Budgeting, Savings Strategies: Retirement/College, Tax Planning, Risk Management
Fee-Only financial planner in Denver, CO, offering financial planning and investment advice to clients locally and nationwide.
Jacob Milder
CFP®, ChFC®
Oak Street Investments, LLC
Greenwood Village, CO
Specialties: Reducing Advisor Fees for High-Net Worth Clients, Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning
We meet with local clients in the Denver Tech Center and virtually for clients across the United States.
Stephanie McElheny
CFP®, EA, CMSA®, ChSNC®™, PFPS™, CFC®™
Aspen Wealth Strategies
Arvada, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Special Needs
Fee-Only financial planner located in the Denver Metro Area, serving clients not only locally, but across the country.
Justin Soucie
CFP®
G&S Capital
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Sara Gardner
CFP®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Will Brennan
CFA, CFP®
Park Hill Financial Planning & Investment Management
Denver, CO
Specialties: Tax Planning, Equity-Based Compensation, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Investment Management
Fee-Only financial planner located in Denver's Park Hill neighborhood, we serve clients locally and virtually nationwide.
Erik Baskin
CFP®, CEPA®, MQFP®
Baskin Financial Planning
Colorado Springs, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Risk Management, Cash Flow and Debt Planning
Fee-Only financial planner serving clients locally and across the country with comprehensive financial planning and investment management.
Justin Arnold
CFP®, RICP®
WashPark Capital
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Steven Smith
CFP®, JD
Right Path Investments
Frisco, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Frisco, CO, serving clients locally and across the country
Rene Bruer
CFP®, MBA
Smith Bruer Advisors
Colorado Springs, CO
Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in Colorado Springs, Colorado serving clients locally and across the country
Eric Courage
CFA®, CFP®, CAIA®
MARGIN
Greenwood Village, CO
Specialties: Your problems we specialize in:, Which accounts should I withdraw or invest into first to lower my taxes? What’s a Mega Backdoor Roth or Backdoor Roth? How do I harvest large gains, or create losses to lower my overall taxes? What are the tax benefits of converting to a Roth IRA?, What are my trade-offs for paying off my mortgage? Like tax implications, my rates versus projected investment returns, portfolio withdrawals, cash on hand, and how I feel about debt?, How much can I withdraw from my portfolio without running out of money? What specific and individual factors will impact my personal withdrawal rate?, You have a CPA. Sure, they put all your numbers in boxes, but you need proactive planning and an overall strategy to minimize taxes. You don’t only need help for your business; you need help for your personal taxes too. It would be nice if someone would call you back.
We service clients in Cherry Creek, Glendale, and Denver, CO and virtually throughout the United States.
Jennifer Litsas
CFP®
Moneta
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Reuben J. Brauer
CFP®
Cornerstone Financial Group, LLC
Denver, CO
Specialties: Investment Advice, Preparing for Retirement, Retirement Income Planning, Comprehensive Financial Planning, Tax Planning
A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place
Ryan Halvorson
CFP®
TCI Wealth Advisors
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Adam Van Wert
CFP®
J.F. Williams Co., Inc.
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country.
Lisa Bayer
CFA®, CFP®
Opus Financial Solutions LLC
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner in Boulder, CO, Denver, CO, and Downers Grove, IL--serving clients locally and across the country. Advisory services provided by Opus Financial Solutions LLC, a registered investment advisor.
Audrey Morrison
CFP®, CDFA®, MBA
Cairn Financial Advisors
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Divorce Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Chuck Bautista
MBA, CRPC®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Trent Porter
CFP®, CPA
Priority Financial Partners
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Meet your partner for a better, more secure financial future...
Lauren Williams
CFP®
TCI Wealth Advisors
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Kyle Kues
MBA, CFP®
Snowcap Financial
Castle Rock, CO
Specialties: Values-based Financial Planning, Investment Management, College Education Planning, Tax Planning - Leave Government No Tips!, Retirement Planning
Our first meeting is us talking about your values around money. We use those values to drive our planning process. It's not about numbers and doing what we think is right, it is all about doing what is right for YOU! Our whole process is done virtually, we meet you where you are!
Leyder "Aiden" Murillo
MBA
Wolfpack Wealth Management
Denver, CO
Specialties: Ongoing Financial Planning, Hourly Financial Planning (Project-Based), Hourly Financial Consultations (For DIYers), Complete Financial Plan Creation, Retirement Income Planning, Investment Management, Cash Flow & Debt Management, College Education Planning, Real Estate Valuation & Cash Flow Analysis
Fee-Only financial planner locally serving Los Angeles, CA & Denver, CO areas and available nationwide virtually.
Megan Kanter
CFP®
Moneta Group
Denver, CO
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, College Education Planning, Retirement Income Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Rachel Seaton
ChFC®
EP Wealth Advisors
Denver, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Matthew Kelley
CFP®, AIF®, AAMS®
Gold Medal Waters, Inc.
Denver, CO
Specialties: Strategic Planning, Tax-Aware Investing, Asset Protection, Tax Planning, Public Service Loan Forgiveness
We help physicians, and others with high income, achieve better, and more certain outcomes.
Andy Thomas
CFP®, CPA
EP Wealth Advisors
Littleton, CO
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Bill Stordahl
CFP®
Stordahl Capital Management
Greenwood Village, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country
Rebecca Kennedy
CFP®
IMPACTfolio®
Denver, CO
Specialties: Comprehensive Financial Planning, Environmental, Social & Governance Investing, Retirement Planning, Tax Planning, Investment Management
At IMPACTfolio®, we believe that sustainability is not optional. Financial Planning and Impact Investing for a flat, annual retainer fee. Located in Denver, CO, serving clients locally and across the country.
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
