View Profile

Inclinevest

(12)

Financial Adviser
Understand
Question

“He helped me set up financial goals that matches my life goals and made sure these financial goals are met by reviewing my investment account and personal financial status with me consistently.”

i

View Profile

Spartan Investment Group

(9)

Communication
Financial
Investments

“A mutual acquaintance gave me Ryan Gibson's name because he had worked with him in the past, thought well of him, and thought Ryan might either be interested in my property or might be able to help me sell it.”

Featured

Please join us in welcoming Kyle O'Sullivan as our new Asset Management Analyst in our Colorado office!nnKyle brings invaluable experience from his time at StorQuest Self Storage, where he collaborated with institutional capital partners such as CBRE, Carlyle Investment Management, and UBS.nnKyle graduated from the University of Wyoming with a Bachelor's degree in Finance. We are excited to have him on the Spartan team and to see him leverage his expertise to drive our success forward.

i

View Profile

Golden Wealth Solutions

(6)

Company

“Good hearted people who truly care about their clients.”

i

View Profile

Trailwise Financial Partners

(1)

“When we first started, we had a good amount of debt, which she helped us create a plan to pay that off quickly.”

i

View Profile

Western Wealth Advisors

“...so advisors don't have to focus their efforts on the logistics and details of running an office, determining legal structure, and conducting back-office and HR tasks on their own. Those tasks can be especially tedious for advisors during the trans...”

i

View Profile

Destiny Capital

(1)

Risk Management, Investment Management, Tax Planning

“I've known Tiffany and Jarrod, and they've always impressed me with their proactive communication, sincere care for their clients, and they always seems to be looking for ways to ratchet-up the level (and quality) of service with which they provides ...”

i

View Profile

Vertexcfo

(2)

Company

“They were able to close the books, improve and accelerate our close process, and handle our annual audit process at the same time, allowing me to focus on my job while they handled the accounting and controller activities.”

i

View Profile

Western Retirement Consultants

Individual Wealth Planning, Fiduciary Training, Retirement Plan Advisors

“We ask great questions to get a deep understanding of you, your goals and dreams. Then we develop unique solutions for your specific needs.”

i

View Profile

Legacy Wealth Designers

“There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax impl...”

i

View Profile

Financial Dynamics

“Our Mission is to provide clients with a clear path toward their financial goals through the use of effective communication, comprehensive Risk Management Strategies, efficient Asset Accumulation Plans and successful Income Security Plans within a de...”

i

View Profile

Dividend Wealth Advisors

“Dividend Wealth Advisors is a boutique wealth management firm with a focus on creating and managing portfolios of stocks with rising dividends. We believe this strategy offers our clients the peace of mind that comes from rising income while still re...”

i

View Profile

Aspen Leaf Wealth Management, PBC

“I've lived in Colorado all my adult life. I started Aspen Leaf Wealth Management, PBC in 2013 after years of working for firms that focused on product sales. I wanted something of my own that was more appealing to clients as well as professionally fu...”

FAQs

How are portfolios screened?

We have a unique sustainability questionnaire you can try for free Here . Your answers are filtered through software that sources data from NGO watchdog groups, government stats, academia, and the SEC on thousands of mutual funds & ETFs to determine how a particular fund scores. We can even provide you real-world examples covering how a fund votes proxies to what shareholder resolutions they initiated.

What if I want a plan but don't have $400,000 to invest with you?

No problem. We ask for a 1st year minimum fee commitment of $4,000. This can be satisfied by investing at least $100,000 and then paying for the plan with money from outside of your investment accounts.

Do I have to invest all my money with you?

No, but you should. You're not diversifying by having other accounts with other advisors or by doing it yourself somewhere else. Diversification comes from a properly constructed global portfolio of noncorrelated asset classes. If you're worried about paying a fee and being disappointed with results, check out our Value Proposition .

What if I don't agree with your advice?

You are free to choose your own adventure. We are not dictators. All we ask is that you have the courage to express your feelings. We'll do our best to listen to your perspective. Often, a solution or alternative recommendation can be found. If for some reason you're truly unhappy, there are no long-term commitments, no investments you'll be stuck with, and you are free to transfer your accounts without any account closure fees.

How do I know you're not full of it?

Ask us for references. Look us up CFP Board's site . Check out our clean records at Brokercheck.com . Call the Colorado Division of Securities and ask about complaints (there are none). Read through our posts on our Learn page for a sense of our expertise. Ask the person who referred you to us more about their experience. Spend as much time as you need chatting with us before you hire us. At the end of the day, we acknowledge that hiring someone to help make intelligent financial decisions and manage a portfolio is a roll of the dice. However, at some point, you have to take a leap of faith. Hiring a financial planner is a big commitment and we don't take your decision lightly.

You can find more info on the FAQ page of our website.

i

View Profile

Ambler Keenan Mitchell Johnson

(50)

Know
Information
Team

“She has been working with my wife and I on estate planning for years and is terrific at communicating with clients about very complex and important legal matters.”

i

View Profile

Redpoint Financial Group | CPA

(50)

Attention
Mind
Tax Preparation

“I have had a handful of well recommended CPA's over the years and Jeff and his team are by far the best, most detail oriented people I have ever dealt with.”

i

View Profile

Colorado Wealth Group

(49)

Investment Management, Insurance Planning, Financial Planning

“They've made adulting a whole lot easier and given us great peace of mind about our financial plans, retirement, future risk mitigation, tax concerns and more.”

i

View Profile

Pine Financial Group

(25)

“I've accomplished many deals thanks to their support, and my portfolio has grown substantially because of their commitment to help their customers grow wealth.”

i

View Profile

20/20 Tax Resolution

(48)

“I'm super grateful that I was able to continue working, being the sole operator of my business, knowing my taxes were in good hands and getting taken care of.”

i

View Profile

Schutte Financial

(21)

Expertise
Communication
Knowing

“My wife, Bethany, and I have always been quite risk-averse, but Dan was able to put those fears at ease and come up with a very diversified investing portfolio.”

i

View Profile

Norcross Consulting Services

(47)

Priced
Credit Bureaus
Company

“He consistently goes the extra mile to make sure he exceeds your expectations and even better, he makes sure you fully understand what's happening at all times so you can prevent similar issues in the future.”

i

View Profile

Lord and Richards

(46)

Meeting
Portfolio
Wealth

“I've seen lots of presentations from financial planners the Lord and Richards presenters left me with the feeling that they were truly interested in me and my family.”

i

View Profile

Elevating Profits

(47)

Business Finance Consulting, Financial Coaching, Bookkeeping

“Amanda and staff have been servicing the accounting and business advice needs of 911 Driving School for a number of years including PPP loan issues that are ongoing.”

i

View Profile

Innovative Financial

(19)

Credit Counseling, Educational Planning, Consultations

“I would highly recommend that you utilize her and her expertise to make sure that you have a great financial plan in place so you will be well prepared for the future!”

i

View Profile

Gws&a - Global Wealth Strategies & Associates

(48)

Portfolio
Intelligent
Life Insurance

“We found all the staff at GWS&A professional, financially astute, quick to respond to questions, and willing to do research if unfamiliar with topics, terms, or companies related to their industry.”

i

View Profile

Smith Phillips CPA

(4)

Business Services, Tax Services, Services For Individuals

“Greg, Delia, and the rest of the people we have been fortunate enough to work with over the years have always taken care of our accounting needs which is pretty spectacular because I keep all my financial records in shoe boxes, on napkins and in an a...”

i

Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Golden, CO

The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the Golden area.

Inclinevest

Spartan Investment Group

Golden Wealth Solutions

Trailwise Financial Partners

Western Wealth Advisors

Destiny Capital

Vertexcfo

Western Retirement Consultants

Legacy Wealth Designers

Financial Dynamics

Dividend Wealth Advisors

Aspen Leaf Wealth Management, PBC

Ambler Keenan Mitchell Johnson

Redpoint Financial Group | CPA

Colorado Wealth Group

Pine Financial Group

20/20 Tax Resolution

Schutte Financial

Norcross Consulting Services

Lord and Richards

Elevating Profits

Innovative Financial

Gws&a - Global Wealth Strategies & Associates

Smith Phillips CPA

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

Why these companies made our list

Wealth Management Advisors near Golden

Popular in Golden