Financial Advisors
Broomfield, CO
CayDen Wealth Management is a fiduciary financial advisory firm in Broomfield offering comprehensive financial planning, investment management, and tax services. Led by Certified Financial Planner professionals, they serve individuals and families across multiple wealth levels—from those earning $50,000+ annually to high-net-worth clients—with personalized planning that emphasizes tax efficiency, goal-driven strategies, and proactive wealth building. Their tiered service model includes Financial Foundations ($150/month + 0.5% AUM), Emerging Wealth ($350/month), Private Wealth Management (1.25% AUM), and standalone tax filing services, all designed to systematize saving, minimize taxes, and help clients reach their financial goals.
Ideal for: Emerging professionals and growing families ($50K–$100K+ income), high-net-worth individuals seeking tax-efficient planning, retirees managing comprehensive financial strategy, business owners and households wanting integrated financial and tax advice
Service area: Broomfield, CO and surrounding Denver metro areas
100% Fiduciary Standard: CayDen is committed to a fiduciary standard 100% of the time, meaning they always put client interests ahead of their own in investment and planning recommendations.
CFP-Led Team with Tax Integration: Services are led by Certified Financial Planner professionals and include integrated tax planning, minimization, and filing through their affiliated CayDen Tax & Consulting, maximizing take-home pay.
Tiered Pricing for Multiple Wealth Levels: Flexible service tiers accommodate clients from $50,000 annual income to high-net-worth households, with transparent monthly and AUM-based pricing starting at $150/month plus free initial financial reviews.
Address: 8181 Arista Pl Suite 100, Broomfield, CO 80021
Phone: (720) 520-0826
Website: caydenwm.com
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