Areas served: Aurora, CO and surrounding Denver metropolitan area
Aurora, Colorado's diverse population of over 380,000 residents spans multiple income levels, cultural backgrounds, and financial planning needs. This directory catalogs financial advisors serving Aurora and the surrounding Denver metro area, including professionals specializing in retirement planning, investment management, tax planning, and estate planning. Advisors listed here have been evaluated based on credentials (CFP, CFA, ChFC), compensation models (fee-only, fee-based, commission-based), fiduciary status, and areas of specialization.
GWS&A is an independent financial advisory firm in Denver specializing in comprehensive wealth planning and investment management. Led by CFP®-certified professionals including Adam Way, Eric Jacobs, Mike Silva, Marc Bennett, and Terri Propp, the firm emphasizes fiduciary-standard advice and personalized planning across retirement, estate planning, investment management, insurance planning, and long-term care strategies. Their mission centers on educating clients to achieve predictable lifetime financial security through unbiased, independent guidance.
Colorado Wealth Group is a Denver-based wealth management firm founded by Steven Harp, specializing in comprehensive financial planning, investment management, insurance planning, and tax preparation for individuals, families, and businesses. The team takes a personalized, scenario-based approach to help clients navigate major life changes—from marriage and home purchases to retirement planning—by considering multiple possibilities rather than one-size-fits-all projections. They operate as fiduciaries, acting in clients' best interests with a focus on creating detailed financial blueprints and maintaining ongoing accountability through regular meetings and support.
Stordahl Capital Management is a fee-only financial advisory firm specializing exclusively in retirement planning for pre-retirees and retirees in the Denver area and nationwide. Founded on the principle that retirement is too important to leave to chance, the firm provides comprehensive financial planning and low-cost investment management strategies tailored to individuals with at least $2 million in retirement savings. Their life-centered approach focuses on helping clients make confident decisions about retirement account distributions, Social Security timing, and building an ideal vision for their future.
InSight Financial Planners is a Boulder-based registered investment advisory firm specializing in comprehensive financial planning and investment management. Led by CFP® professionals, they guide clients through the InSight-Full® planning process—a rigorous, client-centric approach that integrates investments, taxes, retirement planning, estate planning, and risk management into a cohesive strategy. They focus on translating financial complexity into clarity and helping clients make confident decisions during market changes and life transitions.
Dechtman Wealth Management is a family-owned fiduciary financial advisor serving the Denver metro area with comprehensive wealth management, retirement planning, investment management, and tax reduction strategies. Led by Jordan Dechtman and his sons Sam and Adam, the firm operates under a fiduciary standard, meaning they're legally obligated to act in clients' best interests rather than recommending products that benefit their business. They specialize in helping clients protect assets, generate investment growth, plan for retirement, and minimize taxes through personalized financial guidance.
Colorado Financial Advisors is a comprehensive wealth management firm serving the Denver area since 1990, specializing in retirement planning, investment management, and financial strategies for individuals, families, and business owners. Led by experienced advisors committed to independent thinking and sound advice, they offer personalized financial planning, professional investment management, life and disability insurance, 401(k) planning, annuities, Medicare supplement guidance, long-term care planning, and mortgage financing through their affiliate. Their fee-based approach aligns their success directly with clients' financial goals, and their independence means they represent multiple insurance carriers and investment platforms rather than being limited to single-company products.
Rosel Wealth Management is an independent financial advisory firm serving high-net-worth individuals and families in the Denver metro area. They provide integrated wealth management across investment advising, financial and retirement planning, tax planning, estate planning, business sale and transition planning, and real estate strategy. Founded on a disciplined, coordinated approach, they work with a select number of clients navigating complex financial decisions—including business owners preparing for company sales, families managing multi-generational wealth, and real estate investors—ensuring that investment, tax, and estate decisions work together rather than in isolation.
Mercer Advisors is a Denver-based wealth management firm offering comprehensive financial planning, investment management, tax strategy, estate planning, and insurance solutions through a family office structure. Led by CFP-certified principals W. Thomas McNary and Ben Rowse, the firm combines boutique-level personalized service with the resources and expertise of a national firm. They specialize in serving C-suite professionals, entrepreneurs, physicians, engineers, and business owners, with particular expertise in retirement planning, multi-generational succession planning, concentrated stock positions, and special needs planning.
Springbok Wealth Partners is a fee-only financial planning firm specializing in comprehensive wealth management for high-earning corporate professionals and business owners. Based in Westminster, they offer flat-fee financial planning, investment management, tax strategy optimization, and specialized expertise in equity compensation (RSUs, ISOs, NSOs, ESPP). Their integrated approach covers cash flow organization, risk management, tax-efficient investing, and strategic wealth growth, with a fiduciary commitment to aligning advice solely with client success.
Oak Street Investments is a fee-only fiduciary financial advisor in Greenwood Village specializing in comprehensive wealth management, financial planning, tax preparation, and portfolio management for technology professionals and individuals with assets under $2MM. Led by Jake, a CFP™ with over 20 years of experience and an Enrolled Agent with the IRS, the firm combines investment management, tax planning, and estate planning in one integrated service with transparent, flat-fee pricing. Oak Street stands out by eliminating hidden costs and unnecessary overhead, offering clients direct access to a qualified advisor focused on authentic, competent guidance rather than sales-driven commission structures.
MY Wealth Planners is a fee-only fiduciary wealth management firm serving Longmont and the surrounding area. They provide comprehensive wealth planning, investment management, financial planning for life transitions (including divorce), and compensation consulting. As fiduciaries bound by law to act in clients' best interests, they charge transparent fees with no commissions or hidden costs, ensuring unbiased advice tailored to each client's unique goals.
Alpha 1 Tax & Wealth is a Denver-based financial advisory firm specializing in comprehensive retirement planning, investment management, tax strategy, and wealth preservation. Led by a team of SEC-registered investment advisors with in-house CPAs and partnerships with estate planning attorneys, they take a vertically integrated approach to align all aspects of your financial life—from lifetime income planning and risk management to insurance solutions and legacy planning. They've served 500+ clients and are recognized for their fiduciary standard of care, meaning they're legally required to put your interests first.
Reynolds Financial Group is an independent financial advisory firm based in Greenwood Village serving the Denver metro area. They specialize in comprehensive financial planning, investment management, and retirement strategy for individuals and families. The team focuses on personalized guidance to help clients build and protect their wealth through strategic planning and disciplined investment approaches.
Lifetime Financial Growth, led by CFP® Christopher Wiethe, offers comprehensive financial planning and wealth management services to help individuals and families achieve their long-term financial goals. With credentials including CFP® and ChFC® designations, Christopher provides personalized investment management, retirement planning, and financial strategy tailored to each client's unique circumstances. The firm emphasizes a fiduciary approach to financial advice, ensuring clients' interests come first.
EdgeRock Wealth Management is an independent financial advisory firm based in Denver serving clients throughout Colorado. They provide comprehensive wealth management, investment management, and financial planning services tailored to help clients build and preserve wealth. EdgeRock combines personalized service with a focus on understanding each client's unique financial goals and circumstances.
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.
Inclinevest is a fee-only fiduciary financial advisor based in Greenwood Village serving professionals 40+ across Colorado and nationwide. Founded by CFP® Gabriel Motta, they specialize in retirement planning, tax-efficient investment management, and wealth strategies for high earners, retirees, and those with complex financial needs like stock options or inheritances. As fiduciaries with no commissions or sales incentives, they focus on objective advice aligned entirely with clients' long-term goals.
Maia Wealth is an independent financial advisory firm in Denver specializing in comprehensive wealth management for high-net-worth individuals and families. They offer personalized investment management, retirement planning, and financial strategy tailored to each client's unique goals. The firm is known for its fiduciary approach, ensuring advisors act in clients' best interests.
Centerpiece Wealth Advisors is a fee-only, fiduciary wealth management firm led by Jason Baer and Aaron Leatherwood, serving Colorado families and professionals with $1M+ in investable assets. They provide comprehensive financial planning, investment management, tax planning and preparation, and estate planning services—integrating all four disciplines into personalized financial roadmaps. Based in Denver's Tech Center, they are committed to objective advice with zero product sales or commissions, prioritizing client goals and long-term financial wellbeing over commissions.
Ten Talents Financial Planning, LLC is an independent financial advisory firm based in Parker, CO, specializing in comprehensive financial planning and investment management for individuals and families. Founded on the principle of personalized service, they help clients develop strategies aligned with their long-term goals, from retirement planning to wealth management. Their fee-only approach ensures advice focused solely on client interests, not commission-driven product sales.
Gaia Wealth Management is an independent financial advisory firm in Lakewood specializing in comprehensive wealth planning for individuals and families. They offer investment management, retirement planning, tax-efficient strategies, and personalized financial guidance tailored to each client's goals and values. Founded on a client-first approach, Gaia combines fiduciary responsibility with a commitment to understanding what matters most to their clients.
Four Points Wealth Management is an independent financial advisory firm based in Greenwood Village serving Colorado clients with comprehensive wealth management, investment management, and financial planning services. The firm specializes in helping high-net-worth individuals and families develop personalized strategies for retirement planning, investment management, and long-term financial goals. Their experienced team focuses on fiduciary-standard advice tailored to each client's unique circumstances.
Denver Wealth Management is an independent, full-service wealth management firm founded in 2012 by CFP® Blair Braden and CIMA® Zachary Bouck. They provide comprehensive financial planning, investment management through their proprietary Summit Investment Process™, and insurance services to successful individuals and families. As an independent advisor, they're unrestricted by proprietary products and focus on client-centered recommendations, working with clients across all asset sizes from $1 to millions.
Latitude Financial Group is an independent financial advisory firm based in Denver serving clients throughout Colorado. They provide comprehensive financial planning, investment management, and retirement planning services tailored to individuals and families. The team is committed to fiduciary standards and personalized wealth management strategies.
Rooted Wealth Advisors is an independent financial advisory firm founded by Zach Gray, specializing in retirement planning and wealth management for families preparing for or living in retirement. They offer comprehensive financial advice through a three-step process: evaluating your current financial position and retirement goals, creating a personalized plan to achieve your retirement vision, and providing ongoing adjustments through regular meetings. The team emphasizes personalized service, treating clients as individuals rather than account numbers, and helps thousands of families build confidence and clarity about their financial futures.
Alignment Financial Advisors is an independent financial advisory firm in Greenwood Village specializing in comprehensive financial planning and small business financial solutions. They offer personalized guidance on investments, retirement planning, insurance strategies, and business financial management for entrepreneurs and professionals seeking to align their finances with their life goals.
SHJ Wealth Advisors is an independent financial advisory firm based in Denver specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. The team provides personalized guidance on portfolio management, retirement planning, and long-term wealth building tailored to each client's unique goals and circumstances.
Mountain Capital Investment Advisors is an independent financial advisory firm based in Westminster specializing in comprehensive wealth management and investment planning. The team provides personalized strategies for portfolio management, retirement planning, and financial guidance tailored to individual client goals. They focus on building long-term client relationships through transparent, thoughtful advice.
EP Wealth Advisors is an independent, fee-only financial advisory firm serving Denver and beyond with comprehensive wealth management services including retirement planning, investment management, estate planning, tax planning, and financial planning for all life stages. Led by a dedicated team of CFPs, tax professionals, and portfolio managers, they operate as fiduciaries prioritizing client interests over commissions. Their planning-based approach addresses complex financial needs including family office services, business succession planning, and divorce financial planning.
Elite Wealth Management is an independent, fee-only fiduciary financial advisory firm based in Centennial, Colorado, serving established investors across the country. Led by advisor Mark, the firm specializes in comprehensive retirement planning and investment management for families with $500k+ in assets, including current and former professional athletes, business owners, and aerospace/defense professionals. They provide ongoing financial planning through a concise one-page living document, semi-annual planning updates, tax guidance, portfolio rebalancing, and quarterly checkpoints to help clients build wealth strategically and navigate the path to and through retirement.
Denver Private Wealth Management is an independent, fee-based financial advisory firm serving Denver and the surrounding Colorado region. With over 100 years of combined team experience, they offer comprehensive wealth management, personalized financial planning, investment management, and tax & estate strategies designed to help clients protect, grow, and preserve their assets across all life stages. The firm operates as a fiduciary, prioritizing client interests over commissions, and is recognized by Newsweek as one of America's Top Financial Advisory Firms 2025 and by NerdWallet as one of Denver's best financial advisors.
GWS&A - Global Wealth Strategies & Associates is the top-ranked financial advisor in the area with a Lantern Score of 85.35/100 and a 5-star rating from 234 reviews. Led by CFP®-certified professionals including Adam Way and Eric Jacobs, they specialize in comprehensive wealth planning and investment management for high-net-worth individuals, pre-retirees, retirees, business owners, and families with estate planning needs.
Several top-ranked firms specialize in retirement planning: Stordahl Capital Management Inc (Lantern Score 84.05/100) focuses exclusively on retirement planning for those with $2 million or more in savings, while InSight Financial Planners (83.51/100) and Dechtman Wealth Management (83.28/100) offer comprehensive retirement and wealth management services for pre-retirees and retirees. All three are highly rated with 5-star or 4.9-star reviews.
Multiple firms cater to high-net-worth clients, with the top choices being GWS&A (Lantern Score 85.35/100), Colorado Wealth Group (85.07/100), and Rosel Wealth Management (82.25/100). These firms offer integrated wealth management, tax optimization, and estate planning specifically designed for affluent individuals and families managing complex financial situations.
Colorado Wealth Group (Lantern Score 85.07/100) and Dechtman Wealth Management (83.28/100) both serve business owners seeking holistic wealth management and planning for company exits. Alignment Financial Advisors (73.55/100) specializes specifically in small business financial solutions and succession planning for entrepreneurs.
None of the 31 financial advisors in the Aurora area are open on weekends. All firms operate on standard weekday business hours, so you'll need to schedule appointments during typical office hours Monday through Friday.
Oak Street Investments (Lantern Score 81.80/100) specializes in integrated tax and investment advice for high-income earners with $500K–$2MM in assets, while Alpha 1 Tax & Wealth (81.68/100) emphasizes tax strategy alongside retirement planning and wealth preservation. Both firms combine comprehensive financial planning with dedicated tax optimization services.