Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Just because the air is thin up in the high-altitudes of Denver, Colorado, doesn't mean your financial plan needs to be. Though the cost of living in Denver is 12% higher than the national average, working with one of the 2000 or more financial advisors who are knowledgeable of the Colorado financial rules and regulations could prove beneficial. Advisors in Denver know how to stretch the dollar to get the best investments for your financial goals. Choosing a financial advisor who cares about your financial future and assists you in making the right plans and investments may be intimidating. That's where we come in!
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Denver, Colorado.
Denver
has
11
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Denver,
Colorado
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Denver,
Colorado
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Denver, Colorado.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Mark Starosciak
CFP®, CRPC® INFINIUM INVESTMENT ADVISORS, LLC 50 South Steele Street, #830, Denver, CO 80209 |
21 Years | $100,000,000 | $500,000 | Fee-Only |
|
Darren Meyer
AWMA®, AAMS®, CPFA EVEREST WEALTH ADVISORS 8400 E. Prentice Ave, Suite 1010, Greenwood Village, CO 80111 |
22 Years | $31,600,000,000 | $500,000 | Fee-Based |
| Not Disclosed | $86,000,000,000 | $100,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Adam J. Strickman
CFP®, CRPC®, APMA® ETHOS FINANCIAL PARTNERS 9351 Grant St., Suite 300, Thornton, CO 80229 |
20 Years | Not Specified | $250,000 | Fee-Only |
| Not Disclosed | $3,000,000,000 | $500,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $92,000,000 | Not Specified | Not Specified | |
| 26 Years | $175,000,000 | $0 | Fee-Only | |
| Not Disclosed | Not Specified | Not Specified | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66
Compensation/Fee Fee-Only, Hourly, Based on Assets
Office Location
50 South Steele Street,
#830,
Denver,
CO
80209
Phone Number
720-253-1818
Mark is a CERTIFIED FINANCIAL PLANNER(TM) in Denver and the founder of Infinium Investment Advisors, LLC. He earned his undergraduate and MBA from the University of Michigan and focuses primarily on partnering with investors in the Technology industry and advising them on personal financial planning and investment management strategies. Mark is the past president of the Denver Business Series and Founder of WineLeague®, a Denver-based 501c(3) nonprofit corporation that has turned wine tasting into a sport, all of the name of helping other dynamic nonprofits.
Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today. In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them). Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite. We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to Technology investors, executives & entrepreneurs.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
8400 E. Prentice Ave,
Suite 1010,
Greenwood Village,
CO
80111
Phone Number
720-826-1092
I am the President & Wealth Advisor at Everest Wealth Advisors. After graduating from the University of Arkansas, I began a career in corporate accounting, and transitioned into financial advisory in 2002 out of a desire to generate a positive impact for people in my community. My motivation is derived from watching my clients evolve and become empowered by financial freedom as a result of the advice and guidance I have given them. We like to call our clients family, as they truly are to me. This is why I have such a drive to help them reach and maintain their goals. In my free time, you will find me spending quality time with my wife, Christine, by giving back to the community via various charity work. Other times, us traveling, fly-fishing, cheering on the Broncos and the Arkansas Razorbacks, or playing with our lovable Labrador, Jack.
Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 112058
Compensation/Fee Fee-Based
Office Location
8515 E. Orchard Road,
Greenwood Village,
CO
80111
Phone Number
855-855-8005
We're a financial services company on a mission to empower financial freedom for all. We know that everyone has money questions, and we're here to help get you answers. We work with individuals and all sizes of organizations to offer investment, wealth management, and retirement solutions, along with the free Empower Personal Dashboard™, so everyone can have a clear understanding of where their finances are today and where they're heading. This way, you're able to take control of your financial future and empower what's next.
WHY USE EMPOWER
At Empower, we take pride in helping people with saving, investing, and advice while providing state-of-the-art tools and resources to help them reach their financial goals.
Our mission is to empower financial freedom for all by delivering advice, personalized guidance, and critical support to people throughout their financial lives. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their financial journey.
Real help. Real people.
You'll always have the chance to talk to a real person. They'll listen, ask questions and work with you to understand your needs and provide next steps.
Easy to understand.
We believe your finances should be easy to understand, so we make sure we explain everything in straightforward terms.
A 360 view.
See a complete picture of your accounts in one place with a single login. Plus, access tools designed to help you track, manage and plan your finances.
Empower Advisory Group, LLC. ("EAG") compensates Respond.com for new leads. Respond.com is not an investment client of EAG. EAG is not responsible for and does not control the assessments and qualifications used by Respond.com to vet and match advisory firms with individuals utilizing Respond.com tools and services.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
9635 Maroon Circle,
Suite 405,
Englewood,
CO
80112
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
9351 Grant St.,
Suite 300,
Thornton,
CO
80229
Phone Number
303-252-9777
Private Wealth Advisor, Chief Executive Officer of Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. My wife, Tamia, is a full time mom and is my hero! We have 2 children that keep our lives entertaining and exciting, Kinsley and Cohen. We have 2 pups that used to get a lot more attention before kids came into the picture; Kaiah, an Australian Shepherd and Myko, a Golden Retriever mix. We enjoy hiking and other outdoor activities in the summer as well as some snowboarding in the winter. We love to travel and explore new places when we have the chance.
You are not just another face in the crowd. You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you. I can help you prepare for whatever life brings - both the expected and the unexpected - with personalized advice tailored to you. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Qualifications
Firm CRD# 326819
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
1805 Shea Center Dr.,
Suite 100,
Highlands Ranch,
CO
80129
Phone Number
720-383-6150
As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1120 W. 122nd Avenue,
Suite 300,
Westminster,
CO
80234
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 7347673
Firm CRD# 281223
Office Location
10901 W 120th Ave,
#135,
Broomfield,
CO
80021
Phone Number
303-255-2252
At Peak Financial, we know you want to be a faithful follower of Christ, and something you care about deeply is managing your wealth in ways that follow His teachings. But traditional financial planning doesn't help you make decisions that reflect your Christian faith. The temptations of wealth are very real, and it's easy to lose sight of Jesus along the way. You find yourself trapped in a crossroads, torn between the ways of the world and the ways of the Kingdom of God. We believe every Christian deserves to learn how to manage their wealth in ways that honor God. We know you take your role as a disciple of Jesus seriously. That's why Peak Financial is a place where you can talk about faith and finance at the same time. We are your partners in biblically-based investments and financial planning. Our comprehensive services provide everything you need in one place, and our team of Christian Financial Advisors helps you navigate the world of finance and investments through a scriptural lens. Our goal is to guide you to the true peak of financial health, a place beyond mere financial security where you strive to create a surplus of wealth you can use to serve the Kingdom of God. As experts in Christian wealth management, we understand the unique challenges and opportunities that come with aligning your finances with your faith.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66
Compensation/Fee Fee-Only, Flat Fee
Office Location
4551 13th Street,
Boulder,
CO
80304
Phone Number
720-887-1299
Hi, I'm Matthew Kelley. I'm a New Yorker by birth, and I spent most of my youth hiking the Adirondack mountains and playing lacrosse. My parents pushed me to work at a young age, and I learned that I didn't like working for others. So, at 14, I started my own landscaping business. My grandfather introduced me to the financial markets at this time, and I began to buy stocks with my profits. This led me to seek an internship with one of the nation's first financial planning firms through my college years. After college, I moved to Colorado to compete in snowboarding. I didn't do as well as I envisioned, so I decided that maybe snowboarding was not my competitive calling and began to look for what else interested me. This led me back to financial planning. In 2004, I asked my wife if I could leave my well-paying job and start my own financial planning company while on our honeymoon. She trusted me those many years ago, and I never looked back. Today, we've built an enduring and sustainable practice centered around helping our clients use their money to achieve their life's purpose for career, family, individual pursuits, retirement, and legacy. Life's not a rehearsal, and we keep this at the forefront of our advice. Locally, I serve my community by coaching high school lacrosse and I've been doing this since 1999. I love planting leadership seeds to help our future generations to treat others with love and respect. When I'm not working or enjoying my beautiful family, you will most likely find me doing one of the following: At Gold Medal Waters, we are planners who proudly serve physicians and others with high current income, high earnings potential, or substantial assets. We guide our clients to achieve meaningful outcomes and help them build a better life, both now and in the future. Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy. Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. GMW is a Registered Investment Advisor (RIA) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States. We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Areas Where We Can Help: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving
Advisory Services Provided: Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
About
Gold Medal Waters
Qualifications
Firm CRD# 282580
Series 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
5401 Stone Creek Circle,
Suite 201,
Loveland,
CO
80623
Phone Number
970-669-1225
We believe in planning for the future while living for today. Deferring your dreams until retirement may mean you'll miss a joyful opportunity today. With perseverance and a well-structured financial plan, we help you find the balance between pursuing your dreams today and planning for tomorrow. We believe in an objective opinion. As an independent firm, we focus on your needs, not the needs of investment or insurance companies. We believe in the team approach. When you work with us, you get more than just one financial professional; you get an entire team. We draw upon the expertise and experience of each team member to create a well-rounded plan that's designed just for you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
8610 Explorer Drive,
Suite 120,
Colorado Springs,
CO
80920
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 81 | 82 | $81,139,239,094 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES)
|
|
| 125 | 33 | $8,849,768,102 | A percentage of AUM, Performance Based, Other (ACQUISITION FEE)
|
|
| 35 | 9 | $929,555,881 | A percentage of AUM, Performance Based
|
|
| 3 | 1787 | $926,916,698 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 24 | 22 | $921,969,372 | A percentage of AUM, Performance Based, Other (OVERHEAD EXPENSE PASS-THROUGH)
|
|
| 11 | 744 | $905,278,017 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 22 | 10 | $904,521,458 | A percentage of AUM, Performance Based
|
|
| 39 | 602 | $900,954,951 | A percentage of AUM, Fixed fees
|
|
| 10 | 82 | $879,341,384 | A percentage of AUM, Performance Based
|
|
| 66 | 3 | $827,816,004 | A percentage of AUM, Performance Based
|
|
| 15 | 2478 | $824,658,255 | A percentage of AUM, Hourly charges, Fixed fees
|
|
OPHIR ASSET MANAGEMENT US LLC
BLOCK 162 OFFICE BUILDING, 675 15TH STREET, SUITE 2270, DENVER, CO 80202 |
5 | 2 | $774,982,678 | Other (COST REIMBURSEMENT - OPHIR ASSET MANAGEMENT PTY LIMITED)
|
| 1 | 3 | $96,917,000 | A percentage of AUM, Performance Based
|
|
INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL
215 S. WADSWORTH BLVD., SUITE 540, DENVER, CO 80226 |
4 | 198 | $87,469,806 | A percentage of AUM, Hourly charges, Fixed fees
|
| 3 | 1 | $8,665,855 | Performance Based, Other (% OF CAPITAL COMMITTED)
|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
