Areas served: Colorado Springs, CO and surrounding El Paso County
Colorado Springs hosts approximately 300 registered investment advisors and financial planning professionals serving the Pikes Peak region. The local advisory landscape includes fee-only fiduciaries, commission-based planners, and hybrid models, with concentrations near the downtown financial district and northern business corridor. Military-affiliated advisors represent a significant segment given the proximity to Fort Carson, Peterson Space Force Base, and the Air Force Academy, offering specialized expertise in TSP rollovers, military pension planning, and security clearance considerations.
Millennium Financial Group is an independent financial advisory firm in Colorado Springs specializing in comprehensive wealth management, retirement planning, and investment strategies for individuals and families. Led by experienced advisors, they focus on personalized financial planning that addresses each client's unique goals and life circumstances, offering fee-based services without commission conflicts of interest.
Envoy Financial specializes in retirement plans designed specifically for churches, ministries, denominations, schools, and faith-based organizations. They offer comprehensive services including plan administration, recordkeeping, investment advisory through Harvest Investment Services (a Registered Investment Advisor), educational resources, and personalized support. With nearly three decades of experience serving the ministry sector, Envoy provides access to over 25,000 investment options through their open architecture platform, combined with free plan selection tools and one-on-one professional guidance to help faith-based organizations establish affordable, market-driven retirement solutions.
Advenire Wealth Management is a fiduciary financial advisory firm serving high-income earners and business owners in Colorado Springs who are navigating major financial transitions. They specialize in investment management, retirement planning, tax minimization strategies, business exit consulting, real estate investing guidance, and legacy planning. Frank and his team provide personalized, integrated wealth plans designed around clients' values and long-term goals—whether that's growing wealth, managing inheritances, selling a business, or passing assets to the next generation.
Integrity Wealth Advisors is a Colorado Springs-based wealth management firm offering comprehensive financial planning, investment management, business advisory services, charitable planning, tax planning, trust services, and self-directed IRA guidance. Founded on the principle of defining success by bringing clients' unique financial visions to life, they work with individuals and families to build personalized financial roadmaps with fiduciary-standard advisors. Their team combines expertise in retirement planning, business succession, and wealth preservation to help clients achieve lasting financial security and make meaningful impacts on their communities.
Asbury Wealth Partners is an independent financial advisory firm led by Paul O'Hara, CFP®, specializing in comprehensive financial planning and in-house investment management tailored to individual goals. They combine strategic and tactical portfolio design principles to help clients grow and protect their assets, with a focus on straightforward, independent advice regardless of life stage. The firm offers complimentary initial consultations and delivers personalized wealth management strategies using proprietary techniques.
nVest Advisors is an independent, fiduciary financial advisory firm serving families, small business owners, and educators across Colorado, Texas, Utah, Kansas, and virtually nationwide. Founded in 2008, they offer comprehensive fee-only financial planning and investment management focused on retirement planning, tax strategies, debt reduction, and wealth building. They specialize in employer-sponsored retirement plans for small businesses, educator benefits planning (TRS/PERA), and personalized financial strategies for life transitions.
Concerto Financial Partners is a Colorado Springs-based financial advisory firm founded on over 20 years of experience in financial planning and investment strategy. Led by advisors Rebekah Von Berg and Greg Von Berg, they offer comprehensive services including investment management, retirement planning, tax planning, divorce financial planning, insurance review, and estate planning coordination. Their approach emphasizes understanding each client's unique circumstances and values, with a commitment to personalized strategy, prompt communication, and ongoing portfolio monitoring through life transitions.
Agora Wealth Management is an independent financial advisory firm in Colorado Springs offering comprehensive wealth management, investment management, and financial planning services. They work with individuals and families to develop personalized strategies for retirement planning, investment optimization, and long-term financial goals. Their approach combines fiduciary principles with personalized service to help clients navigate complex financial decisions.
TransAmerica Financial Advisors, Inc. is a financial advisory firm in Colorado Springs offering comprehensive wealth management and financial planning services. The firm helps clients develop personalized financial strategies to meet their long-term goals, including investment management, retirement planning, and wealth preservation. With a focus on building lasting client relationships, they provide professional guidance tailored to individual circumstances and objectives.
Summit Wealth Group is a comprehensive financial services firm in Colorado Springs offering insurance, accounting, wealth management, and financial consulting. They serve individuals and business owners seeking integrated financial planning and advisory services.
Morgan Stanley Financial Advisors in Colorado Springs provides comprehensive wealth management and financial planning services to individuals and families. As part of the global Morgan Stanley brand, this office offers investment management, retirement planning, estate planning, and personalized financial strategies tailored to each client's goals. Their team of experienced advisors leverages Morgan Stanley's institutional resources and research to help clients build and preserve wealth.
Edward Jones financial advisor Colin D Henry, AAMS®, provides personalized investment and financial planning services to individuals and families in Colorado Springs. With a focus on long-term wealth building and retirement planning, Colin works with clients to develop customized financial strategies aligned with their goals. Edward Jones is a national firm known for its one-on-one advisory approach and comprehensive financial services.
Harriette Jasper is an Investment Advisor Representative serving Colorado Springs and surrounding areas. Operating through Primerica, she provides financial advisory services including investment management, retirement planning, and wealth building strategies tailored to individual and family financial goals.
Baobab Wealth Management is an independent financial advisory firm in Colorado Springs specializing in personalized wealth management and financial planning for individuals and families. The team provides comprehensive financial guidance including investment management, retirement planning, and strategic wealth coordination. Their client-focused approach emphasizes understanding each person's unique goals and circumstances to build tailored financial strategies.
Swan Wealth Management is a financial advisory firm in Colorado Springs offering comprehensive wealth planning, investment management, and retirement strategy services. The team works with individuals and families to develop personalized financial plans aligned with their long-term goals. They focus on building lasting client relationships through transparent, professional guidance.
Edward Jones Financial Advisor Jeff Thomas, AAMS®, provides personalized financial planning and investment management services to individuals and families in Colorado Springs. With credentials as an Accredited Asset Management Specialist, Jeff Thomas helps clients build wealth through tailored investment strategies, retirement planning, and comprehensive financial guidance aligned with their long-term goals.
Innovative Financial Management is a financial consulting firm based in Colorado Springs that specializes in personalized financial planning and wealth management services. They work with individuals and families to develop comprehensive financial strategies tailored to their unique goals and circumstances. Their team of experienced consultants helps clients navigate investment decisions, retirement planning, and long-term wealth building.
Edward Jones financial advisor Nigel E Grant, CFP®|AAMS®|CRPC™|CRPS™, provides personalized financial planning and investment management services to individuals and families in Colorado Springs. With multiple professional certifications, Nigel helps clients build comprehensive financial strategies tailored to their goals, whether saving for retirement, managing investments, or planning for major life events. As part of Edward Jones's fiduciary-committed service model, he prioritizes his clients' best interests in every recommendation.
Jensen Group Wealth Management, part of Morgan Stanley, offers comprehensive wealth management and financial advisory services to clients in Colorado Springs. The team provides personalized investment management, retirement planning, and financial strategy tailored to individual and family needs. As a Morgan Stanley practice, they combine institutional expertise with local service to help clients build and preserve wealth.
Joshua Johner is a Primerica financial services representative serving Colorado Springs and the surrounding area. Primerica offers life insurance, term life policies, investment management, and financial planning services designed to help families build wealth and protect their financial futures. As an independent representative, Joshua works with clients to assess their insurance needs and develop personalized financial strategies.
Altus Wealth Group LLC is a financial advisory firm based in Colorado Springs that provides comprehensive wealth management and financial planning services. The team specializes in helping clients build and preserve wealth through personalized investment strategies and financial guidance tailored to individual circumstances and goals.
Northwestern Mutual is a financial services company offering comprehensive wealth management, life insurance, and financial planning solutions to individuals and families in Colorado Springs. Their Northgate office provides personalized guidance on retirement planning, investment management, and protection strategies tailored to clients' long-term financial goals.
Wells Fargo Advisors provides comprehensive financial advisory services including investment management, retirement planning, and wealth management for individuals and families in Colorado Springs. As part of the Wells Fargo financial services network, they offer access to a wide range of investment products, financial planning tools, and personalized advisory services to help clients build and protect their wealth.
Springs Wealth Group is a financial advisory firm based in Colorado Springs specializing in comprehensive wealth management and financial planning for individuals and families. The team works with clients to develop personalized investment strategies and long-term financial plans tailored to their specific goals and circumstances.
Colorado Wealth Partners is a financial advisory firm in Colorado Springs offering comprehensive wealth management, investment management, retirement planning, and financial consulting services. As a Raymond James affiliated practice, they help clients build and preserve wealth through personalized strategies tailored to individual goals and circumstances.
Wieland Wealth Management is a financial advisory firm in Colorado Springs affiliated with Raymond James, offering comprehensive wealth management and financial planning services. The team works with individuals and families to develop personalized investment strategies, retirement planning, and overall financial guidance tailored to their unique goals and circumstances.
Will Savage Wealth Management is a financial advisory firm in Colorado Springs offering personalized wealth management and financial consulting services. The firm works with clients to develop comprehensive financial strategies tailored to their individual goals and circumstances.
Fidelity Investments is a major financial services firm offering comprehensive investment management, retirement planning, and wealth advisory services through their Colorado Springs investor center. They provide personalized financial guidance, brokerage services, and access to a wide range of investment products and retirement accounts. Fidelity serves both individual investors and those seeking professional portfolio management and long-term financial planning.
RBC Wealth Management is a major financial services firm offering comprehensive wealth management, investment management, and financial planning services through its Colorado Springs branch. The branch serves high-net-worth individuals and families seeking personalized portfolio management, retirement planning, and advisory services backed by RBC's institutional resources and global investment expertise.
Legacy Wealth Management Inc is a financial advisory firm based in Colorado Springs specializing in comprehensive wealth management and financial planning services. The firm helps clients build and preserve wealth through personalized investment strategies, retirement planning, and financial guidance tailored to their goals and circumstances.
Marathon Wealth & Protection Strategies is an independent financial services firm in Colorado Springs specializing in comprehensive wealth planning, insurance solutions, and financial protection strategies. They work with individuals and families to develop personalized plans that integrate insurance, investments, and retirement planning to protect and grow wealth.
Millennium Financial Group is the top-ranked financial advisor in Colorado Springs with a Lantern Score of 81.07/100 and a 5-star rating based on 102 reviews. They specialize in comprehensive wealth management, retirement planning, and investment strategies for individuals, high-net-worth families, and business owners.
Envoy Financial (Lantern Score: 79.15/100, 4.8★) is the specialist for faith-based retirement planning in Colorado Springs. They design retirement plans specifically for churches, ministries, denominations, schools, and faith-based organizations, making them ideal for church administrators, denominational leaders, and ministry staff.
Advenire Wealth Management (Lantern Score: 78.99/100, 5★) is the top choice for high-income earners and business owners navigating major financial transitions. They specialize in serving high-income earners, business owners, real estate investors, and those inheriting wealth or planning business exits.
nVest Advisors, LLC (Lantern Score: 76.27/100, 4.7★) is specifically designed for small business owners seeking 401(k) solutions. As an independent fiduciary firm, they also serve families planning retirement, educators with TRS/PERA benefits, and individuals managing debt or life transitions across Colorado and nationwide.
Concerto Financial Partners (Lantern Score: 74.96/100, 5★) specializes in helping individuals going through divorce alongside other services. They offer comprehensive financial planning, wealth management, and retirement planning for families, high-net-worth clients, and business owners planning for succession.
No financial advisors in Colorado Springs currently operate on weekends. All 31 listed financial advisory firms in the Lantern directory maintain weekday-only hours, so you'll need to schedule appointments during standard business hours.