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Tarantino Wealth Management
“He was very cordial, well informed, and thorough in his comprehensive assessment of our current and future financial picture.”
Best Financial Advisors in Fort Collins, CO
24 firms listed · all 24 in Fort Collins · 1 open 24/7 · 2 open weekends · 22 rated 4.5+
Data verified November 6, 2026
Balanced Financial
“Greg is very knowedgeable about Real estate matters, which is my area of investment.”
Target Alpha Financial
“This is an excellent business for all of your taxes and financial advice.”
Safer Money Solutions
“I have experienced other seminars and felt lost but Kearston was clearly expressed and through our conversation I was able to formulate a plan with her input!!!!”
Core Financial
“We recommend him to all our friends and family.”
Financial Planning Fort Collins
“They are personable, efficient and have excellent knowledge of the financial aspects of retirement and planning for retirement.”
The 24 firms listed for Fort Collins, 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: Fort Collins, CO
All 24 firms we list here are in Fort Collins itself. We have 41 firms in Fort Collins on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 3.3 to 5.0 across 283 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3) and business services (2). 2 show a license on their websites; 2 list staff certifications (CFP) and 6 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 40 years. 1 offers urgent consultations; 1 offers payment plans; 2 offer a free initial consultation and 4 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 19 list a public email and 5 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 Fort Collins 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.
Dunnigan Financial Group
“2 years after our initial discussions and feeling 100% confident in Shawn, I decided Shawn's company was our best fit for myself and family, I then retired at 58.”
Leeward Divorce Financial Planning
“My situation was quite complex but Kim guided me through capturing all aspects of my financial portfolio that led me to have confidence going into the proceedings and aided my attorney with credible financial expertise.”
Help With My Social Security
Intelligent Investing
Hometown Financial Services
“He gave clear, thoughtful answers and even showed me some tools and calculators that helped me see how my contributions would grow over time.”
Old Town Wealth Advisors
“Together we developed an investment plan that I understand and is working great for my long and short term goals”
Dority AND Associates
Mko Financial
“I will defiantly be sending my friends and family his way.”
Horsetooth Financial
Campbell Morrison Wealth Management of Nest Capital
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Integrity Investment Advisors
Wych Tax & Accounting
“Shaw and Associates even in the middle of this crazy pandemic shut down was able to make me safe and secure while effectively processing my taxes in a timely manner!”
Oaktree Financial Planning
“Great insights and help towards building a realistic portfolio!”
Trail Ridge Wealth Management
“I fully recommend them for your financial planning, investing, and trust needs.”
JBA Wealth Management Group
“As an independent financial advisor, JBA is able to provide personal customer service while achieving expected rates of return based on client risk levels.”
Guidepost Financial Planning
“Arlen is very knowledgeable, helpful, trustworthy, and ready to back up and explain things in simple language if I had questions or didn't understand something.”
Retirement & Estate Advisors
“I highly recommend working with REA, integrity is hard to find in this industry, but this place has it.”
Rickards & Co
“I've had the pleasure to work with Pat, Tanya and Jill for the past couple years now and I couldn't be more pleased with their knowledge of the industry and how they communicate so effectively.”
Why these companies made our list
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