Ranking the Best Financial Advisors in Denver, Colorado Springs, and Other Cities in Colorado
When it comes to finances, Colorado is home to many of the best financial advisory and wealth management firms that you’ll find anywhere in the country.
Whether you live in Colorado Springs, Boulder, or another Colorado city, you likely have goals for your future that require preparation and saving. From planning for an active retirement to saving for a dream home, Colorado’s top-rated financial planning firms can help you create and execute a strategy to reach your dreams.
But where do you start with a search for a top financial advisor in Denver or another Colorado town? With so many firms to choose from, the search can be a complex and time-consuming process.
Many people delay their financial planning because the process of finding a financial advisor they can trust is just too much for them to fit in with work and home life. That’s why we help take that initial burden off your shoulders and give you a fully researched list to start from.
AdvisoryHQ reviews hundreds of firms around the country each year, and we’ve identified 11 of the best financial advisors in the state of Colorado to help you create a sound financial plan for your future.
We’ll go through the highlights of each firm, the type of fee structure they work with, and the kinds of services they offer, so that by the time you get finished reading through this list, you’ll be steps away from choosing the perfect Denver, Boulder, or Colorado Springs wealth management firm to help you reach your financial objectives.
We’ve also got some tips to help you choose the best financial advisor for your needs so you can keep these factors in mind as you scan over each firm.
Award Emblem: Best 11 Financial Advisors in Colorado
11 Best Financial Advisors in Colorado | Brief Comparison & Ranking
Top Financial Advisors in Colorado | 2022-2023 Ratings |
| Dodds Wealth Management Group | 5 |
| GHP Investment Advisors | 5 |
| Gold Medal Waters | 5 |
| Innovest Portfolio Solutions | 5 |
| Janiczek® Wealth Management | 5 |
| Legacy Wealth Designers | 5 |
| Moneta Group | 5 |
| Private Capital Management | 5 |
| SHJ Wealth Advisors | 5 |
| Transform Wealth | 5 |
| Wealth Legacy Institute | 5 |
Table: 11 Best Financial Advisors in Colorado | Above list is sorted by rating
See Also: List of Top Financial Advisors and Best Wealth Managers in the US & UK
Important Tips for Selecting the Best Colorado Financial Advisory Firm
When you’re trying to find a good financial advisor in Boulder, Colorado Springs, Denver, or another city, it can be hard at first to find differentiating factors that help you narrow down the list.
At first glance, financial advisors may all seem very similar. However, once you know which questions to ask as you’re looking through their profiles, the pack will start to clear and you’ll get much closer to the firm that’s going to fit best with your financial needs.
Here are a few questions that can help you zero in on your perfect Colorado wealth management firm.
How Are They Paid?
The fee structure, or how a Colorado financial management firm is paid, is very important to how you’ll feel about working with them. There are two main fee structures, “fee-based” and “fee-only.”
A fee-based firm accepts commissions or incentives for recommending or selling certain financial products. This arrangement can have some native conflicts of interest built in. For this reason, many fee-based firms will also be fiduciaries to counterbalance the conflict.
A fiduciary takes on a legal obligation to always act in the best interest of their clients and to be completely transparent.
A fee-only financial advisor in Colorado does not accept any commissions or incentives and are compensated only through client fees. This puts them in a better situation to give completely unbiased advice.
2022-2023 Best Wealth Management Firms in Colorado
What Types of Clients Do They Work With?
Some firms specialize in particular client types, like doctors or technology professionals. Certain Colorado wealth management firms might also have a minimum dollar amount for the clientele they work with, and some exclusive work with ultra-high-net-worth clients.
Seeing if you match the types of clients a firm works with is one of the first ways you can remove or qualify a potential Colorado financial advisor.
What Services Do They Offer?
If you’re looking for tax services along with investment help, you’ll want to make sure the Boulder, Denver, or Colorado Springs firm you’re researching offers that, as not all of them will.
If you’re interested in getting help with financial transitions in life, like after divorce or inheritance, then that’s something you’ll want to ensure is mentioned on a financial advisory firm’s website.
Taking a look at their services can help you decide whether a Colorado financial planning firm is going to meet all of your needs.
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2022-2023 AdvisoryHQ’s Selection Methodology
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Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review—Top Ranking Financial Advisors in Colorado
Below, please find the detailed review of each card on our list of 2022-2023 best financial advisors in Colorado. We have highlighted some of the factors that allowed these Colorado financial advisors to score so high in our selection ranking.
Click on any of the names below to go directly to the review section for that firm
- Dodds Wealth Management Group
- GHP Investment Advisors
- Gold Medal Waters
- Innovest Portfolio Solutions, LLC
- Janiczek® Wealth Management
- Legacy Wealth Designers
- Moneta Group
- Private Capital Management
- SHJ Wealth Advisors
- Transform Wealth
- Wealth Legacy Institute
Click below for previous years’ rankings:
- 2019 Rankings: Top 13 Financial Advisors in Denver, Colorado Springs, & Boulder, CO
- 2018 Ranking: Top 13 Best Financial Advisors in Denver, Colorado Springs, & Boulder, CO
- 2017 Ranking: Top 12 Financial Advisors in Denver
- 2016 Ranking: Top 12 Financial Advisors in Denver
Dodds Wealth Management Group Review
Founded in 1991, Dodds Wealth Management Group is a boutique-style financial advisory firm in Denver and Colorado Springs that takes a personalized, team approach to wealth management.
Although Dodds Wealth is a fee-based firm, we have included them for their fiduciary commitment to clients, their team-based environment, and innovative approaches.
Key Factors That Enabled Dodds Wealth Management Group to Rank Among the Top Financial Advisors in Colorado
Team-based Approach
One unique benefit of working with Dodds Wealth Management Group is that you’re not just working with a single financial advisor. Instead, these Colorado Springs wealth managers take a whole-team approach to working with each client.
Best Colorado Wealth Management Firms
Clients of Dodds Wealth benefit from having multiple perspectives, access to help when they need it, and a robust financial strategy that factors in several expert viewpoints.
Straight-Forward Investment Philosophy
The top-rated Colorado financial managers at Dodds take a thoughtful and thorough approach to long-term investing. These advisors utilize three key tools to ensure the most successful strategies.
Incorporated into every portfolio are:
- Diversification
This Colorado wealth management firm chooses highly-diversified investments that reduce risk while working towards maximizing their clients’ financial returns.
- Low Fee Investments
To reduce client fees, this team of Colorado advisors aims to select low-cost mutual funds, ETFs, and fund managers.
- Tax Aware Investment
Seeking to reduce their clients’ annual taxable income, Dodds Wealth incorporates tax-aware investment strategies along with tax-efficient trading.
Rating Summary
Clients looking for more personalized service and one-on-one attention will appreciate having a whole team at their call when working with this top Colorado wealth management firm. They take the time to ensure every part of the financial planning process is completely customized.
With over 100 years of combined experience and a strong fiduciary commitment to transparency and trust, Dodds Wealth Management solidifies its 5-star rating as one of the best financial advisors in Colorado Springs and Denver to consider working with in 2022-2023.
GHP Investment Advisors Review
Bringing integrity, objectivity, and expertise to every relationship, GHP Investment Advisors is a top-rated Denver, Colorado wealth management firm with an additional office in Israel.
The firm is set up as a fee-only investment advisor in Colorado that upholds a fiduciary standard, so clients can feel secure that all recommendations are completely unbiased.
Key Factors That Enabled GHP Investment Advisors to Rank Among the Top Financial Advisors in Denver, Colorado
Integrated Approach
When it comes to your financial picture, there are a lot of moving parts. For example, in addition to working with a top Denver wealth manager, you may also have an accountant or tax attorney.
GHP coordinates their efforts with other professionals on your team and acts as a personal financial assistant, taking care of tasks like:
- Coordinating with brokerage firms
- Completing asset transfer paperwork
- Advising on tax-efficient charitable contributions
- Analyzing financial documents
- Tracking down lost stock certificates
- Managing recurring transactions
- Proxy voting on your behalf
Best Financial Planning Firms in Boulder, Denver, and Colorado State
Client Assessment Quiz
If you’re wondering whether or not GHP would be a good match for your needs, they make it easy to find out with a Self-Assessment Quiz.
This top-rated Denver financial advisor acknowledges that they may not be the perfect fit for everyone, so taking their online quiz can help you assess the compatibility. It asks questions such as:
- Your occupation
- How much you’re considering investing
- Your most concerning financial issues
Rating Summary
Those who like a little extra help with financial details will enjoy working with GHP, which offers services that go above and beyond the standard Denver financial planning and wealth management services.
With a collaborative approach and a fiduciary commitment to trust and transparency, GHP Investment Advisors, Inc. solidifies its 5-star rating as one of the best Denver, CO financial advisors to partner with this year.
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Gold Medal Waters Review
With a mission of helping clients feel relaxed and secure about their finances, Gold Medal Waters is a top Boulder, Colorado financial advisory firm.
The firm is a fee-only Boulder wealth management firm that works with physicians and other successful individuals to give them the financial security and independence they need to live the lifestyle they dream of.
Key Factors That Enabled Gold Medal Waters to Rank Among the Top Financial Advisors in Boulder, Colorado
Specialty Clients Served
This Boulder-based financial planner works primarily with high-net-worth individuals and their families to reduce the stress of financial management, freeing them up to live and enjoy their lives.
Some examples of specific clientele served by this financial advisor in Colorado include:
- Entrepreneurs
- Business/practice owners
- Practicing physicians
- Optometrists
- Practicing dentists
- Residents & fellows
- CEOs
- Retirees
- Surviving spouses
Fee-Only Financial Advisors in Denver, Colorado
Efficient Checklist Process
The expert financial advisors at Gold Medal Waters have studied how checklists improve outcomes in the medical industry and have applied that same concept to their wealth management process in order to ensure that nothing is missed.
Their step-by-step financial planning process includes:
- Assessing whether or not they’re a good fit for you
- Learning all about you and your financial needs
- Preparing an expert financial plan
- Keeping your strategies on track
- Handling the ongoing management of your investments
Rating Summary
Those who are looking for a more relaxed financial planning experience will appreciate the approach taken by Gold Medal Waters. Their goal is to create a calming and relaxing experience that’s as comfortable as possible for their clients.
With an expertly credentialed advisory team and a philosophy that’s based on the core values of positivity, caring, respect, and commitment, Gold Medal Waters scores 5-stars as one of the best wealth management firms in Colorado to consider partnering with in 2022-2023.
Innovest Portfolio Solutions Review
Committed to being stewards to their clients with innovative strategies, Innovest Portfolio Solutions has been serving a wide variety of clients since 1996. That includes families and family offices, nonprofits, and benefit plans.
This Denver, Colorado financial management firm is fee-only and has received many accolades over the years.
Key Factors That Enabled Innovest Portfolio Solutions to Rank Among the Top Financial Advisors in Colorado
Four Unique Advantages
Clients working with this top Denver, CO wealth management firm will appreciate the team’s commitment to helping them achieve their financial goals.
There are four unique advantages to partnering with this fee-only financial planner in Denver:
- Experienced Professional Team: The founders of this firm really took their time to carefully assemble and maintain a team of professionals with a unique combination of expertise and integrity.
- Fee-Only: When 100% of your revenue comes from client fees, there is no room for commission-based sales. Instead, Innovest is committed to only working in the best interests of their clients, without conflict.
- Forward-Looking: These top Denver financial advisors are focused on what’s ahead, staying several steps ahead of the game in order to ensure that your financial plan is prepared for whatever scenario may come.
- Independent and Objective: True independence means no artificial limitations set by proprietary platforms or investment products. At Innovest, sit on the same side of the table as you.
Best Colorado Financial Advisors for 2022-2023
Bedrock Principles
Innovest adheres to a strong set of bedrock principles that guides everything they do and acts as a foundation to the client-advisor relationship.
Clients working with this top-rated financial advisor in Colorado can expect to benefit from the following principles:
- Unwavering Client Support
- Added Value
- Integrity
- Building Community
- Hiring Great People
- Teamwork
- Constant Improvement
- Treating People Well
- A Proven Process
- Hard Work
- Staying Focused
- Balance
Rating Summary
This Denver wealth management firm believes in research-driven financial services creates custom solutions, and offers sophisticated reporting based upon each client’s unique goals.
With a strong foundation of core values, a fee-only structure, and an innovative spirit, Innovest easily earns a 5-star rating as one of the top financial management firms in Denver, Colorado to consider partnering with in 2022-2023.
Read More: Top Rated Financial Advisors in D.C., Maryland, and Virginia (Tri-State Area)
Janiczek® Wealth Management Review
Using the art and science of investment and wealth mastery, Janiczek® Wealth Management is a top Denver wealth management firm in Colorado that tailors its services exclusively to high-net-worth and ultra-high-net-worth clients.
The firm is a fee-only wealth management firm in Denver, CO that creates customized financial solutions to address each client’s distinct needs and objectives.
Key Factors That Enabled Janiczek® Wealth Management to Rank Among the Top Financial Advisors in Colorado
Specialty with Affluent Clients
Janiczek® Wealth Management specializes in serving a niche client group of high-net-worth (portfolios of $2 to $20 million) and ultra-high-net-worth (portfolios $20 million+) individuals and families.
As such, this team of financial advisors in Colorado has a unique insight into the distinct needs of more affluent clients, including life-changing liquidity events and multi-generational wealth issues and solutions.
This makes them an excellent option for wealthy families and individuals that may have more complex financial service needs.
Colorado’s Top Wealth Management Firms 2022-2023
Two Key Disciplines
These Colorado financial advisors use two key disciplines they created to take their clientele to a whole new level of financial excellence. Each client receives a personalized array of services based upon this duo of disciplines:
- Evidenced Based Investing (EBI): A highly disciplined investment approach that filters through the noise and hype.
- Strength-Based Wealth Management® (SBWM): A comprehensive approach that builds financial agility, flexibility, endurance, and strength.
Rating Summary
With an exclusive reputation and dedication to high- and ultra-high-net-worth clients, Janiczek® stands out among other top Colorado wealth management firms as an excellent option if you’re investing $2 million or more in your portfolio.
With a disciplined and innovative approach to investing as well as a long-term view to guide their clients through a lifetime of financial success, Janiczek® wealth management earns a 5-star rating as a top Colorado financial advisor to consider partnering with in 2022-2023.
Legacy Wealth Designers Review
Legacy Wealth Designers is an independent Colorado financial advisory firm that specializes in serving pre- and current retirees to ensure a comfortable retirement. They have 11 offices throughout the Denver and Boulder metro area.
The firm is a fee-based Denver financial planner. Due to LWD’s strong fiduciary commitment and not charging commissions or sales charges on the products they recommend to clients; we have included them in our 2022-2023 ranking.
Key Factors That Enabled Legacy Wealth Designers to Rank Among the Top Financial Advisors in Colorado
Expert Retirement Planning
Those interested in securing their lifestyle during their retirement years will enjoy the firm’s highly customized approach and focus on retirement planning.
Legacy’s dedication to providing enhanced client service and a collaborative financial management relationship is particularly admirable and helps put new clients at ease.
This Denver wealth management firm provides the following financial planning services for its clients:
- Retirement Planning
- Social Security Maximization
- Wealth Accumulation
- Medicare Planning
- Estate Planning
- Asset Protection Tax Planning
- Long-Term Care
- Insurance Planning
- Annuities & Retirement Income
- IRA & 401k Rollovers
- Income Planning
Best Financial Advisors in Denver, CO
WealthGuard™
Legacy Wealth Designers offers WealthGuard™, which is a simple yet powerful early-warning system that monitors all your investment accounts daily. The tool is designed to allow you to enjoy the upsides of the market while limiting your risk.
Through WealthGuard™, the expert Boulder and Denver financial advisors at Legacy provide their clients with peace of mind. Clients know that their accounts are being securely monitored for any needed changes to ensure their financial plan performs according to expectations.
Rating Summary
Many individuals count retirement planning as their key financial planning concern.
Working with a Colorado financial planning firm, such as Legacy, that specializes in retirement planning means you’ll benefit from the expertise and knowledge of the unique challenges facing pre- and current retirees.
With a customized and welcoming philosophy, an experienced team with over two decades of experience, and a comprehensive approach, Legacy Wealth Designers solidifies their 5-star rating as a top financial planning firm to consider partnering with this year.
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Moneta Group Review
Moneta Group is a 100% partner-owned independently registered investment advisory firm in Denver, CO with additional offices in St. Louis, MO, Worcester, MA, and Mission Woods, KS.
This fee-only financial advisory firm in Denver is also a fiduciary and caters to individuals, families, and organizations across the United States.
Key Factors That Enabled Moneta Group to Rank as One of the Top Financial Advisors in Denver, Colorado
Your Family CEO
Regardless of what stage of life you’re currently in, Moneta will put in the work to make it even better through its Family Office Services.
Moneta’s Family Office Services include:
- Objective Advice: Unbiased advice that’s tailored to your unique goals
- Coaching Education: Continuous education to help you save more for the future
- Philanthropy: Impact the causes you’re passionate about and also minimize your tax liability
- Savings Plan: Optimize your savings
- Life Transition Planning: Helping you prepare for any major life transitions
- Asset Protection: Helping young families guard against risk and helping established families preserve their wealth
- Estate Planning: Helping you plan in advance what will happen to your assets after your death
- Moneta Trust: Serving clients whose estate planning needs could benefit from having a corporate trustee
Moneta Charitable Foundation (MCF)
One of the ways this Denver financial advisory firm stands out is through its philanthropy. Ever since 1999, MCF has been generously giving back to the community and has donated over $4 million to date to more than 300 not-for-profit organizations.
With a goal of empowering people to navigate their own unique life paths, the financial advisors at Moneta put a significant amount of time and effort into helping young adults gain healthy financial habits.
2022-2023 Best Wealth Management Firms in Denver, CO
Rating Summary
Whether it is to benefit its clients or the community, Moneta is truly committed to making a difference in everything they do. In addition, this financial advisor in Denver also offers a plethora of financial education content on its website with the goal of helping others.
By offering diverse wealth management services that cater to individuals, families, and organizations, Moneta has secured a 5-star rating on our 2022-2023 Ranking of Best Financial Advisors in Denver, CO.
Private Capital Management Review
Private Capital Management is a top Denver financial advisory firm that collaborates with hundreds of individuals and families to help them achieve their financial dreams.
In addition to their main office in Denver, PCM also has a secondary office in Dallas, TX.
The firm is set up as an independent fee-only wealth manager that upholds a fiduciary commitment to always act in their clients’ best interests. This Denver wealth management firm has a minimum account size of $500,000, which allows its advisors to give more personalized attention.
Key Factors That Enabled Private Capital Management to Rank Among the Top Financial Advisors in Denver, Colorado
Variety of Financial Planning Services
As a top Denver wealth management firm, Private Capital Management provides a variety of financial planning and investment management services to clients throughout the Denver area.
PCM offers the benefit of an integrated and holistic approach within all facets of a client’s financial life, working together to help them reach their objectives with tax-efficient strategies.
The financial planning services that PCM’s clients can benefit from include the following:
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance and Risk Management
Top Colorado Wealth Management Firms
Client-Centered Approach
Private Capital Management brings a unique perspective to financial planning and wealth management in Colorado that infuses passion and fun into the financial advisory process.
Four key things that set this Denver financial planning firm apart are:
- Client-Centric: PCM commits to exceptional and personalized service.
- Passion & Innovation: The Denver financial advisors at Private Capital Management use the best technology, people, and processes.
- Honesty & Integrity: The firm’s advisors engage with each client from a foundation of respect, humility, and fairness.
- Fun & Philanthropy: These financial managers in Colorado are committed to giving back and having fun in what they do.
Rating Summary
Clients who enjoy attentive service and a personalized process will appreciate the experience of working with Private Capital Management. The team at PCM also brings a collaborative and passionate spirit to their financial planning and wealth management services.
With a commitment to giving back to the community and to serving their clients with integrity and innovation, Private Capital Management easily earns a 5-star rating as one of the best financial management firms to consider partnering with.
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SHJ Wealth Advisors Review
Serving generations of families throughout the U.S. from its Denver-based office, SHJ Wealth Advisors (formerly known as Sharkey, Howes & Javer) is a top financial advisor in Colorado creating personalized financial plans to help its clients achieve their dreams.
The firm is a fee-only, fiduciary Denver financial advisor that strives to simplify its clients’ financial lives while providing expert advice. SHJ employs a team of 9 Certified Financial Planner™ professionals and 5 financial specialists to best serve you.
Key Factors That Enabled SHJ Wealth Advisors to Rank Among the Top Financial Advisors in Colorado
Broad Range of Services
A Colorado financial advisor that offers multiple services makes it easier for their clients to fully integrate all areas of their financial life with many offerings under one roof.
SHJ Wealth Advisors give clients additional value by being able to handle multiple areas of their finances. The firm offers some of the following financial planning services:
- Portfolio Design & Implementation
- Retirement Planning
- College Planning
- Estate Planning
- Tax Planning
- Retirement Distribution Planning
- Assistance with Employer-Sponsored Retirement Plans
Denver, Colorado Top-Rated Financial Advisors
Experienced Team
The team of Denver financial advisors at SHJ has a wide range of industry knowledge and a depth of experience in asset management. Their clients also benefit from a number of industry-recognized certifications held by their team.
Some of the financial credentials held by the team members at SHJ Wealth Advisors includes:
- Certified Financial Planner™ (CFP®)
- Master of Business Administration (MBA)
- Chartered Life Underwriter (CLU)
- Accredited Investment Fiduciary (AIF®)
Rating Summary
SHJ Wealth Advisors has been serving clients since 1990 with straightforward financial planning and investment management guidance. This firm is a good match for anyone looking for goal-based investing and customized planning.
With a wide range of robust financial services, a talented and experienced team, and a fee-only approach, SHJ Wealth Advisors solidifies their 5-star rating as one of the best Denver, Colorado financial advisors to consider working with in 2022-2023.
Transform Wealth Review
Offering quality financial planning services for clients in all stages of life, Transform Wealth believes in being impartial, independent, and client-centric. This top-rated financial advisor in Denver has additional offices in Northglenn and Colorado Springs, CO, as well as in Houston, TX.
The firm is structured as a fee-only independent financial advisor in Denver that focuses on maximizing the quality of their clients’ financial lives.
Key Factors That Enabled Transform Wealth to Rank as One of the Best Financial Advisors in Colorado
Comprehensive Financial Planning
As one of the top Colorado wealth management firms, Transform Wealth uses clear, realistic goals to help create a successful roadmap to the future for its clients.
You won’t find a “cookie-cutter” approach here because this team of financial advisors custom tailors their financial planning to each client’s needs.
To do this, they address five key areas of your financial life by:
- Gaining a clear understanding of your current financial status and areas for improvement.
- Establishing short-term and long-term goals.
- Identifying any potential obstacles that could derail your goals.
- Creating a customized action plan to address both obstacles and goals.
- Ongoing monitoring of benchmarks and adjustments where needed.
Top- Ranked Financial Planning Firms in Denver, CO
Estate & Tax Planning
As a top-rated financial planner in Denver and Colorado Springs, Transform Wealth understands the importance of carrying out an efficient transfer of assets across generations in a way that preserves value.
The team offers estate and tax planning services to help families cut through the noise of confusing rules and tax regulations to manage their estate wealth more effectively.
Rating Summary
Transform Wealth is a great fit for those looking for a broad range of financial services. This Denver financial advisory firm offers retirement and tax planning and risk management, in addition to its standard investment, financial planning, and wealth management offerings.
With a client-centric approach, a fee-only fiduciary structure, and a dedication to helping their clients live more fulfilled lives, Transform Wealth scores a 5-star rating as one of the top Colorado financial advisors to consider working with in 2022-2023.
Wealth Legacy Institute Review
Wealth Legacy Institute helps clients master their money and plan for a comfortable retirement lifestyle. This top-rated Denver-based wealth management firm has a minimum annual fee for client relationships of $10,000.
The firm is set up as a fiduciary with a fee-only structure. They take a tailored approach to helping their clients achieve wealth and financial well-being.
Key Factors That Enabled Wealth Legacy Institute to Rank Among the Top Financial Advisors in Denver, Colorado
Comprehensive Wealth Management
As a top Denver financial advisor, Wealth Legacy Institute believes that working together on a customized, long-term investment plan is at the heart of good wealth management.
2022-2023 Ranking of Best Financial Advisors in Denver, CO
Wealth Legacy Institute excels at taking a long-term view and its team of advisors approaches their wealth management relationships with the following in mind:
- Strategy: They use a research-driven strategy that guides all financial decisions, looking not only at market history but also at market trends before they happen.
- Management: Your investment policy is a dynamic document that should be reviewed regularly. As your life changes, so will your investments, and your dedicated team of Colorado financial planners at Wealth Legacy Institute will provide proactive management to help keep you on course.
- Dimensional Fund Advisors: Wealth Legacy Institute is a proud partner of Dimensional Fund Advisors, a select group of independent, fee-only advisors.
Rating Summary
Those who enjoy learning about the financial process as much as possible will enjoy the educational focus of Wealth Legacy Institute. They place a premium on learning and enjoy sharing their hard-won wisdom with clients to help them make more educated financial decisions.
With a custom-tailored approach, a fee-only structure, and a focus on forming long-term relationships, Wealth Legacy Institute also earns a 5-star rating as one of the best Denver financial advisory firms to consider partnering with.
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Conclusion—2022-2023 Top-Rated Financial Advisors in Denver, Colorado Springs, & Boulder, CO
Whether you’re planning for retirement, are looking for help with an employer-sponsored retirement plan, or have complex needs related to generational wealth, a top-rated financial advisor in Colorado can help take the stress out of financial management.
Once you’ve narrowed down the list of financial management firms from the 11 above to 3 to 5 that you could consider potential partners, you’ll want to have an initial consultation with each one in order to get a better feel for the firm.
For the most successful initial consultation with a top Denver, Colorado Springs, or Boulder, CO financial planning firm, it is a good idea to know beforehand:
- Your sources of income
- Your debts and expenses
- Your future financial goals
- Any additional financial services you might need (insurance, etc.)
The time you spend evaluating the firms upfront will pay off in the long run as you form a long-term relationship with your financial advisor and enjoy the benefits that expert financial advice can bring to your life. Best of luck!
Image sources:
- https://pixabay.com/photos/denver-skyline-colorado-downtown-3737431/
- https://www.doddswealth.com/
- https://ghpia.com/
- https://www.goldmedalwaters.com/
- https://www.innovestinc.com/
- https://legacywealthdesigners.com/
- https://monetagroup.com/foundation/
- https://shjwealthadvisors.com/
- https://transformwealth.com/wealth-management/comprehensive-financial-planning/
- https://www.wealthlegacyinstitute.com/
AdvisoryHQ (AHQ) Disclaimer: Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info. Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.
