Areas served: Lakewood, CO and surrounding Jefferson County
Lakewood's financial advisory landscape serves both longtime residents and newcomers navigating retirement planning in Jefferson County. The area's advisors range from independent fiduciaries to representatives of national firms, each offering different fee structures and planning approaches. This directory provides verified credentials, compensation models, and specialization areas to help residents compare local financial advisors.
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.
IPS Strategic Capital is a premier Denver-based financial advisory firm led by founder Dominick Paoloni, CIMA® CIO, specializing in personalized financial planning, comprehensive wealth management, and estate planning services. The firm prioritizes risk management through hedging strategies and diversification to protect client investments while capturing market gains, allowing clients to focus on their passions without financial concerns. They collaborate with attorneys to provide custom wills and trusts at no extra cost, ensuring estate plans align with overall financial goals.
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.
Complete Spectrum Financial Services is an independent financial planning firm serving Colorado since 2000, specializing in retirement planning, Social Security maximization, tax reduction strategies, and guaranteed lifetime income solutions. They provide personalized planning for individuals and families across all life stages, including college planning, 401(k) rollovers, Medicare planning, life insurance, and long-term care strategies. The firm emphasizes objectivity through independent recommendations not tied to single products, and has donated over $300,000 to Colorado-based organizations.
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.
WealthClarity is a full-service financial planning and wealth management firm based in Lakewood, Colorado, serving individuals, families, and small business owners throughout Colorado and beyond. Led by CERTIFIED FINANCIAL PLANNER® professionals operating under a fiduciary standard, they provide comprehensive services including personalized financial planning, investment management, retirement planning, tax planning, estate planning, college planning, and business owner planning. Their signature Clarity Blueprint process connects every aspect of your financial life into one intentional, actionable strategy tailored to your goals and values.
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.
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.
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.
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.
JH Advisers is an independent financial advisory firm based in Lakewood, Colorado, specializing in personalized wealth management and financial planning for individuals and families. The team works closely with clients to develop comprehensive financial strategies tailored to their unique goals and circumstances. They focus on helping clients make informed decisions about investments, retirement planning, and long-term wealth building.
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.
BAM Advisory Group is an independent financial advisory firm based in Lakewood specializing in comprehensive financial planning, investment management, and insurance solutions for individuals and business owners. The team helps clients build and protect their wealth through personalized strategies tailored to their unique goals and 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.
The Guardian Group is a financial advisory firm based in Lakewood that specializes in comprehensive wealth planning and investment management for individuals and families. Their team of certified advisors works with clients to develop personalized financial blueprints addressing retirement planning, investment strategy, and long-term wealth goals. They combine strategic planning with hands-on advisory services to help clients build and protect their financial futures.
Summit Wealth Group is an independent financial advisory firm in Lakewood serving Colorado clients with comprehensive wealth planning, investment management, and tax strategies. The team combines accounting expertise with financial planning to help clients build and protect their wealth across multiple service areas including retirement planning, estate planning, and tax optimization.
Gibson Capital is a Lakewood-based wealth management firm founded by Steve, CAS, offering comprehensive financial services including AI-powered investment management, retirement income planning, tax-efficient strategies, legacy planning, and insurance solutions. The firm combines cutting-edge technology with personalized guidance to help individuals and families achieve lasting financial security through customized strategies covering safe money approaches, private pensions, long-term care planning, and family wealth preservation.
Innovative Financial, LLC is an accounting and financial consulting firm based in Denver that helps individuals and businesses with tax planning, financial strategy, and accounting services. They provide personalized financial guidance to optimize tax efficiency and build sustainable financial plans tailored to each client's unique 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.
IronFjord Wealth Management is an independent financial advisory firm based in Lakewood serving clients across Colorado. They provide comprehensive wealth management services including investment management, retirement planning, and financial strategy tailored to individual and family needs. Their approach focuses on personalized guidance to help clients build and preserve wealth.
AlignPoint Wealth is an independent financial advisory firm in Lakewood specializing in comprehensive wealth management and financial planning. They work with clients to develop personalized investment strategies, retirement planning, and long-term financial goals. Their independent status means they operate without conflicts of interest tied to specific investment products.
Edward Jones financial advisor Greg Hall, CFP®, provides personalized financial planning and investment management services to individuals and families in the Lakewood area. With CFP certification, Greg Hall helps clients build comprehensive financial strategies tailored to their goals, whether saving for retirement, education, or major life milestones. Edward Jones is known for its face-to-face advisory approach and commitment to understanding each client's unique financial situation.
Legacy Wealth Partners, LLC is a financial advisory firm based in Lakewood, Colorado, offering personalized wealth management and financial planning services. The firm helps clients build and protect their financial future through strategic investment management and comprehensive financial planning tailored to individual goals and circumstances.
GWS&A - Global Wealth Strategies & Associates is the top-ranked financial advisor in Lakewood with a Lantern Score of 85.35/100 and 234 reviews. Led by CFP®-certified professionals including Adam Way and Eric Jacobs, they specialize in comprehensive wealth planning and are best suited for high-net-worth individuals, pre-retirees, retirees, business owners, and families with estate planning needs.
Several top-ranked firms specialize in serving business owners, including Colorado Wealth Group (Lantern Score: 85.07), IPS Strategic Capital (84.52), and Dechtman Wealth Management (83.28). These firms offer comprehensive wealth management, tax optimization, and succession planning services tailored to business owner needs.
Complete Spectrum Financial Services, LLC (Lantern Score: 82.85) specializes in comprehensive retirement planning and Social Security maximization, while Dechtman Wealth Management (83.28) and Colorado Financial Advisors (82.76) both offer retirement planning as core services. All three are well-suited for pre-retirees and retirees seeking detailed planning strategies.
No, all 26 financial advisors in the Lakewood directory are not open on weekends. However, most firms offer flexible scheduling and virtual consultations during business hours to accommodate client needs.
GWS&A (Lantern Score: 85.35), IPS Strategic Capital (84.52), Rosel Wealth Management (82.25), and Maia Wealth (80.44) are among the top-ranked firms specializing in high-net-worth clients. These firms offer integrated wealth management, tax optimization, and multi-generational wealth transfer strategies.
Several firms are based directly in Lakewood, including WealthClarity (Lantern Score: 82.15), JH Advisers (79.93), Gaia Wealth Management (79.05), BAM Advisory Group (78.80), The Guardian Group (78.32), Summit Wealth Group (75.74), and Gibson Capital (75.39). These local advisors serve the Lakewood area with personalized wealth management services.