Find the right advisors to meet your financial planning needs in Denver, Colorado

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Denver, Colorado that can fulfill your requirements.

List of Qualified
Financial Planners in Denver, Colorado

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Personal Capital

Personal Capital Advisors Corporation

1099 18th Street
Suite 2400

Denver, CO 80222

650-556-1310

Connect with Personal
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Amy Bertle

Allworth Financial

8055 East Tufts Avenue Suite 1310

Denver, CO 80237

888-242-6766

Connect with Amy
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Mark Starosciak | CERTIFIED FINANCIAL PLANNER

Infinium Investment Advisors, LLC

50 South Steele Street #830

Denver, CO 80209

720-253-1818

Connect with Mark
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Diane Zing

Trilogy Financial

101 University Blvd.
Suite 450

Denver, CO 80206

303-749-6115

Connect with Diane
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Stephen Gordon

Cornerstone Asset Management

One DTC 5251 DTC Parkway
Suite 990

Greenwood Village, CO 80111

303-779-2524

Connect with Stephen
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Reuben J. Brauer

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial, CO 80111

303-222-7100

Connect with Reuben
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Adam J. Strickman

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229

303-252-9777

Connect with Adam
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Jack Venable

Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

9351 Grant St
Suite 300

Thornton, CO 80229

303-252-9777

Connect with Jack
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Phil Wilson

Edelman Financial Engines, LLC

10012 Commons Street
Suite 108

Lone Tree, CO 80124

303-799-4565

Connect with Phil
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Claire Mork

Edelman Financial Engines, LLC

1120 W. 122nd Avenue,
Suite 300

Westminster, CO 80234

720-354-3474

Connect with Claire
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Crestone Capital, LLC

Crestone Capital, LLC

1048 Pearl Street, Suite 450

Boulder, CO 80302

303-442-4447

Connect with Crestone
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Clay Ernst

Edelman Financial Engines, LLC

8610 Explorer Drive Suite 120

Colorado Springs, CO 80920

408-565-8564

Connect with Clay
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Wendy Martinez

Edelman Financial Engines, LLC

1635 Foxtrail Drive
Suite 125

Loveland, CO 80538

720-354-3473

Connect with Wendy
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Adam Brunin

Navigation Wealth Management

3500 John F. Kennedy Pkwy.
Suite 300

Fort Collins, CO 80525

970-672-1236

Connect with Adam

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?