Areas served: Boulder, Denver, Lakewood, Aurora
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.
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.
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.
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.
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.
Schutte Financial is an independent fiduciary and Registered Investment Advisor (RIA) based in Denver that provides comprehensive wealth management, custom financial planning, investment portfolio management, and insurance solutions. Led by Daniel Schutte, the firm uses advanced technology and a network of professionals to help clients achieve their financial goals through fee-only advisory services with no commissions. They specialize in retirement planning with Monte Carlo simulations, tax-efficient strategies, debt analysis, education fund planning, and Social Security optimization.
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.
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.
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.
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.
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.
Beacon Pointe Advisors is a Denver-based financial advisory firm specializing in personalized financial planning and investment management for individuals, families, business owners, and ultra-high-net-worth clients. Led by experienced advisors including Tom Stefaniak and Brad Meyer, the firm helps clients prepare for retirement, plan estates, and build generational wealth while operating under a fiduciary standard. With deep roots in the Downtown Denver metro area and a team of CFP-certified professionals, Beacon Pointe combines expert investment strategies with relationship-focused service and comprehensive financial guidance.
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.
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.
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.
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.
The Dunston Financial Team at Moneta Group offers comprehensive wealth management and financial advisory services to Denver-area clients. Led by experienced advisors, the team specializes in investment management, retirement planning, and personalized financial strategies tailored to individual client goals. They focus on building long-term relationships and providing fiduciary-standard advice to help clients grow and protect their wealth.
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.
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.
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.
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.
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.
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.
IMPACTfolio is a Denver-based financial advisory firm specializing in flat-fee-only financial planning and impact investing. They manage portfolios (core and explore models) and provide comprehensive financial planning services including retirement planning, Social Security analysis, tax planning, education planning, and estate planning. Their investment philosophy centers on Environmental, Social, and Governance (ESG) criteria—evaluating companies across planet, people, and profit metrics—to deliver both financial returns and measurable positive impact.
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.
True Riches Financial Planning is a faith-based financial advisory firm serving Christian families and households in Denver and nationwide. They provide integrated financial planning, wealth management, and tax return filing under a single transparent flat fee, positioning themselves as a Personal CFO for their clients' entire financial lives. Founded on Christian principles and operating as fee-only fiduciaries, they specialize in helping busy families eliminate financial stress and align wealth management with their values.
Heirloom Wealth Management is a fiduciary, fee-based wealth management firm serving retirees, pre-retirees, business owners, and families in transition. They provide comprehensive financial planning that integrates investment management, tax planning, retirement income strategy, estate planning, and charitable giving into a coordinated approach. Founded on the principle of putting clients' interests first, they feature audited investment performance and in-house tax expertise to help align financial decisions across your entire balance sheet.
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.