Jackson Wealth Management
“The frequency and accuracy of communication, portfolio performance, and attention to detail exceed all expectations.”
Best Financial Advisors in Castle Rock, CO
15 firms listed · 8 in Castle Rock · 1 open weekends · 10 rated 4.5+
Data verified October 18, 2026
Castle Rock Investment Company
“I've had the pleasure of working with Castle Rock Investment Company for the past 8 years, and I couldn't be happier with their expertise and personalized guidance.”
Makkai Capital Management
“He assisted me with his vast wealth of knowledge in invesments and I feel very secure in the decision I made.”
McGregor Wealth Management
Fidelis Wealth Advisors
Wayfinder Capital
The 15 firms listed for Castle Rock, 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: Castle Rock, CO
Of the 15 firms we list here, 8 are in Castle Rock itself and 7 come from towns including Englewood (3, 20 mi), Centennial (2, 15 mi) and Parker (1, 10 mi). 11 of the firms on this page have a rating, from 4.1 to 5.0 across 134 reviews; 10 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise responsiveness (100%), professionalism (97%) and quality (77%). 1 is open on Saturdays. 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 8 have ten or more years of experience, the longest 29 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 11 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Castle Rock take financial planning bookings online?
5 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Jackson Creek Investment Advisors
Three Peaks Capital Management
FFG
“He has helped us feel more secure on our path to retirement without making us feel overwhelmed.”
Blue Heron Capital
“I've been working with the Blue Heron team for over 3 years and couldn't be more pleased.”
Mathies Financial Partners
“Professional service been a great help thank you for all your time and help.”
Judy Carlson Financial Group
“Judy consistently presents me with valuable options, no matter the nature of my inquiries.”
Directed Equity
“Their knowledge, dedication, and passion to go above and beyond made my experience in setting up a corporation and retirement plan so smooth!!!”
Eliason Consulting Group
“Their professionalism alone has conferred incalculable benefit on my family.”
Richey May & Co.
Why these companies made our list
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