Best Financial Advisors in Boulder, Colorado

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.

Oath is a Broomfield-based law firm specializing in estate planning, probate, trust administration, and investment advisory services. Led by experienced attorneys, they help individuals and families protect their assets, plan for succession, and navigate complex financial and legal decisions. Oath combines legal expertise with personalized investment guidance to provide comprehensive wealth management solutions.

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.

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.

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.

Bloom Wealth Advisors is an independent financial advisory firm in Boulder specializing in comprehensive wealth management for high-net-worth individuals and families. They offer personalized investment management, retirement planning, and financial strategy services designed to help clients build and preserve wealth over the long term. The firm is known for their client-focused approach and fiduciary commitment to putting client interests first.

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.

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.

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.

AIO Fee Only Financial Advisors is an independent financial advisory firm based in Boulder, CO, specializing in comprehensive wealth management for individuals and families. As a fee-only advisor, AIO charges transparent, flat or hourly fees with no commissions or conflicts of interest, ensuring that investment recommendations are purely in clients' best interests. They provide personalized financial planning, investment management, and retirement strategy services tailored to each client's unique goals.

Boulder Wealth Advisors is an independent financial advisory firm serving Boulder and the surrounding Front Range communities. They provide personalized wealth management, investment planning, and financial advisory services designed to help clients build and preserve wealth throughout their financial journey. With a focus on thoughtful, client-centered guidance, they work with individuals and families to develop comprehensive financial strategies.

Meridian Wealth Management is a Boulder-based wealth management firm serving clients in Boulder and the Denver Tech Center with comprehensive financial planning and asset management. The team brings nearly 100 years of combined experience and specializes in goals-based investing, retirement planning, and wealth preservation strategies tailored to each client's unique values and aspirations. By design serving a limited number of clients, they cultivate deep understanding of your financial goals, lifestyle priorities, and long-term vision.