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Thomas C. Nelson

PHD, CFP®

Associate Teaching Professor of Finance, Emeritus

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Leeds School of Business, University of Colorado

4635 Hope Cir
Broomfield, CO 80023
(720) 220-1668

Linda Y. Leitz

PhD, CFP®, EA, CDFA

Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Peace of Mind Financial Planning, Inc.

7222 Commerce Center Drive, Suite 175
Colorado Springs, CO 80919
(719) 836-8181
CONNECT WITH Linda
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Robert J. Pyle

CFP®, CFA, AEP®, MBA

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Diversified Asset Management, Inc.

3450 Penrose Place, Suite 160
Boulder, CO 80301
(303) 440-2906
CONNECT WITH Robert
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Thomas C. Powers

CFP®, CLU,ChFC,CMFC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Colorado and the surrounding communities.

300 South Monroe Street, #612
Denver, CO 80209
(804) 495-7756

Harold W. Kirschner

MBA, CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Callahan Capital Management

9110 East Nichols Avenue, Suite 122
Centennial, CO 80112
(303) 722-5500

Robert Bruce Potter

CFP®

Wealth Manager, Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Heirloom Wealth Management

2542 W 108th Pl
Westminster, CO 80234
(303) 819-8056

Karlton D. Childress

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Colorado and the surrounding communities.

Sharkey Howes & Javer Inc

720 S Colorado Blvd, Ste 600-South
Denver, CO 80246
(303) 639-5100

Brett Spurr

CFP®

President/Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Spurr Financial Planning, Inc.

Pennington Ln
Highlands Ranch, CO 80126
(720) 344-4176

Sharla D. Rountree

CFP®

Owner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Personal Benefit Financial

870 Kipling St, Ste A
Lakewood, CO 80215
(303) 238-5123

Derek M. Tuz

CFP®, ChFC®, CLU

Owner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Aegis Financial Partners

1510 28th Street, Suite 100
Boulder, CO 80303

Aegis Financial Partners

1560 Alpine Ct
Erie, CO 80516

Aegis Financial Partners

8055 East Tufts Ave
Denver, CO 80237
(303) 793-7935 x0

Guy W. Holman

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

TCI Wealth Advisors, Inc.

1401 17th St., Ste 330
Denver, CO 80202
(303) 296-2196

Donald P. Loyd

J.D.,M.B.A.,CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Loyd Financial Management, Inc.

7475 E. Peakview Avenue, Building 10
Centennial, CO 80111
(303) 779-0987
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John J. Diak

CFP®

Principal

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Oatley & Diak LLC

18801 East Mainstreet, Suite 240
Parker, CO 80134
(303) 221-1900

Lori Miller

CFP®, MS

Wealth Mngr/Financial Planner/Registered Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

LPL Financial LLC

7900 E Union Avenue, Suite 1100, LPL Financial LLC
Denver, CO 80237-2746
(630) 690-0000

Marla A. Mason

CFP®

Certified Financial PlannerTM

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Getting Divorced,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

A&I Financial Services

9800 Mt. Pyramid Court, Suite 450
Englewood, CO 80112
(303) 690-5070

Andrea L. Blackwelder

CFP®, ChFC®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Colorado and the surrounding communities.

Wisdom Wealth Strategies

7400 E. Orchard Rd., Suite 130S
Greenwood Village, CO 80111
(303) 270-9146
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Frederick H. Cron

CFP®, ChFC

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Colorado and the surrounding communities.

Cron Financial Services

6431 E Long Ave
Centennial, CO 80112-2428
(303) 771-3710

David A. Estabrook

CFP®

Registered Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Raymond James Financial Services, Inc.

383 Inverness Pkwy, Ste 310
Englewood, CO 80112
(877) 558-8990
(303) 858-8990
CONNECT WITH David
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Richard L. Carroll

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Intentional Wealth Strategies

1125 Kelly Johnson Blvd, Ste 111
Colorado Springs, CO 80920-3930
(719) 694-8002

Stephen Brubaker

CFP®

Wealth Management Advisor, CFP®, AIF®, CLU®

Specialties:

Financial Advisor serving Colorado and the surrounding communities.

ERSI Wealth Managemetn

1116 Inverness Dr East, Ste 430
Englewood, CO 80112
(720) 876-2323

Mark R. Brown

CFP®

Managing Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Colorado and the surrounding communities.

Brown and Company, Inc.

1700 Broadway, Suite 500
Denver, CO 80290
(303) 863-7112

Leon J. Colafrancesco

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Colorado and the surrounding communities.

Seamount Financial Group Inc.

90 S Cascade Ave Suite 1140
Colorado Springs, CO 80903
(719) 471-1171

Brian Aberle

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Aberle Investment Management

1099 Capitol St., X3275
Eagle, CO 81631
(970) 432-7040

Keri Pugh

CFP®, AIF®

Founder & Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Fusion Financial Group

10488 W Centennial Rd Ste 406
Littleton, CO 80127
(303) 388-2466
CONNECT WITH Keri
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Leyder Murillo

CFP®

Founder/Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Wolfpack Wealth Management

600 17th St, Suite 2801F South
Denver, CO 80202
(720) 880-1128
CONNECT WITH Leyder
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Tyler Freeman

CFP®, CFA®

Partner/Wealth Manager

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

WEALTHCLARITY

1746 Cole Blvd, Ste 225
Lakewood, CO 80401-3208
(720) 613-0075
CONNECT WITH Tyler
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John W. Lerew, III

CFP®, CLTC®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

JW Lerew & Co., Inc.

2946 S. Paris Street
Aurora, CO 80014

JW Lerew & Co., Inc.

2946 S Paris St
Aurora, CO 80014-3115

Lisa L. Bayer

CFP®, CFA

Principal

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Lisa Bayer

4566 Xavier St
Denver, CO 80212-2517

Lisa Bayer

885 Arapahoe Avenue
Boulder, CO 80302

Lisa Bayer

1121 Warren Avenue
Downers Grove, IL 60515
(708) 703-3100
CONNECT WITH Lisa
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Laura A. Combs

CFP®, MBA

Executive Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Mercer Advisors

1200 17th St Ste 500
Denver, CO 80202

Mercer Advisors

3655 Sunshine Canyon Drive
Boulder, CO 80302
(800) 525-0961
(720) 481-0744
CONNECT WITH Laura
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