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Colorado Capital Management

(39)

Goals
Returns
Questions

“CCM has also opened up opportunities for us to invest in private equity funds that would be difficult for us to access individually, as well as opportunities to invest conscientiously in funds that meet high ESG (environment, social, governance) stan...”

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Insight Financial Planners

(18)

Understanding
Relationship
Patient

“Frustrated from a past of speaking with other financial planners — all of which made me feel bogged down and like I wasn't living up to their standards, I agreed to sit down with Peter at In Sight to take a look at my small business past, as well as ...”

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Boulder Wealth Advisors

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AIO Fee Only Financial Advisors

(9)

Meeting

“I particularly appreciate Bill's knowledge of the LTC business and his advice on how to handle those options in my case.”

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Crestone Capital

(6)

Team

“I have worked with Crestone Capital since 2000 on a variety of fronts and would recommend anyone looking for an investment team and family to get in touch with these folks.”

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Green Thumb Accounting

(2)

“Always on time and does a great job answering questions!”

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The 24 firms listed for Boulder, CO provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Boulder, CO

All 24 firms we list here are in Boulder itself. We have 30 firms in Boulder on file; this page shows the highest-rated 24. 15 of the firms on this page have a rating, from 4.0 to 5.0 across 101 reviews; 13 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are investment management (3), estate planning (2), financial planning (2), retirement planning (2) and tax planning (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 28 years. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 20 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Boulder offer a free first meeting?

2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Oxygen Financial

(2)

“Such enthusiastic, professional and knowledgeable people and I feel so lucky to know them!”

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Joseph E Moore Cpa

(1)

“For several years, Joe has helped me with taxes for my growing small business.”

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Simple Startup

(4)

Team

“If there is an issue you are up against, they are always willing to put thought into how to resolve the problem at hand, and/or connect you with someone that can!”

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Harbor Wealth Management

FAQs

What is a fiduciary?

A fiduciary must by law put the needs of the client first. This is a key differentiator between the brokerage world and the wealth management model. A broker is not obligated to choose the best product or to take your goals and needs into account in decision making. Our entire business model was created 30 years ago after the fiduciary model, we excel at putting the needs of our clients above all else, each day every day.

How will Harbor communicate with me?

We communicate according to your stated preference, generally a combination of in person meetings, phone calls and email. Upon occasion we resort to good old fashioned postal mail.

How often will I receive reports?

Charles Schwab will mail (or email) you a monthly statement and you can view your accounts online anytime via a secure log in. In addition, we will send you a quarterly letter and portfolio performance report. If you choose to do financial planning, you will receive the applicable reports annually.

I have hired an attorney, why would I need your help also?

Our specialty is finance and how each piece of your financial picture fits together. We have decades of combined experience to ensure you are maximizing the efficiency of your investments, savings, spending and financial decisions. We do not provide any legal advice and will work with your attorney to ensure we are helping them understand what is best for you in your divorce.

You can find more answers to some of our most commonly asked questions on the FAQ page of our website.

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The Millstone Evans Group

(1)

“They are responsive, knowledgeable, friendly, and communicative.”

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Webster Investment Advisors

(1)

“Bob and James exhibit a fantastic level of professionalism and competence...”

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Bluebird Advisory

(1)

“Over time we have worked together to solve my purchase anxiety, better understand financial models, and create a plan for a long term success.”

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New West Advisors

(1)

“A must visit”

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Diversified Asset Management

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Ambient Financial Advisors

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Bloom Wealth Advisors

(1)

“With so many competing priorities when it comes to money, before we found Alana, we would find ourselves paralyzed with what to do (save for a down payment, build our portfolio, open a college-savings account for our son, etc).”

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Financial Juggernaut

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Silverpeak Wealth

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Highlander Wealth

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Financial Steward Associates

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Cornerstone Investment Advisors

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Marc Wehr CPA

(2)

“He is always great and helpful”

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Kilterhowling

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Average Cost	$3510
Minimum cost	$1170
Maximum cost	$9945
Avg Per Hour Rates	$351

Best Financial Advisors in Boulder, CO

Colorado Capital Management

Insight Financial Planners

Boulder Wealth Advisors

AIO Fee Only Financial Advisors

Crestone Capital

Green Thumb Accounting

Area overview: Boulder, CO

Oxygen Financial

Joseph E Moore Cpa

Simple Startup

Harbor Wealth Management

The Millstone Evans Group

Webster Investment Advisors

Bluebird Advisory

New West Advisors

Diversified Asset Management

Ambient Financial Advisors

Bloom Wealth Advisors

Financial Juggernaut

Silverpeak Wealth

Highlander Wealth

Financial Steward Associates

Cornerstone Investment Advisors

Marc Wehr CPA

Kilterhowling

Retirement Planning and Investment Management Services in Boulder, CO Cost Estimates

Why these companies made our list

Financial Advisors near Boulder

Popular in Boulder