Colorado Financial Advisors
“As I whittled down my candidates to 2-3 and then finally him, it became clear to me that only Steven had kept my particular situation (which is not typical) in mind when talking about my finances.”
Best Financial Advisors in Greenwood Village, CO
24 firms listed · all 24 in Greenwood Village · 1 open 24/7 · 2 open weekends · 18 rated 4.5+
Data verified October 21, 2026
Reynolds Financial Group
“They explained my path very clearly and I feel safe with my financial holdings in their hands.”
Hamsher Wealth Management
“Drew has been a great source of advice for investments that fit my criteria and lifestyle.”
Oak Street Investments
“Our experience has been outstanding In addition to all the advice we had expected, we have been pleasantly surprised by the additional analysis and recommendations Jake has offered.”
Prosperion Financial Advisors
“We had talked with a number of different advisors, but John was the first one to actually listen to what our family's goals were, and help us get there.”
Everest Wealth Advisors
“He knows how to diversify and keep your investments protected even during a volatile economy.”
The 24 firms listed for Greenwood Village, 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: Greenwood Village, CO
All 24 firms we list here are in Greenwood Village itself. We have 42 firms in Greenwood Village on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.1 to 5.0 across 217 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (79%) and quality (70%). 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 investment management (6), estate planning (5), retirement planning (5), tax planning (5) and financial planning (4). 2 list staff certifications (CFP) and 2 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 32 years. 1 offers urgent consultations; 5 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 22 list a public email and 6 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 Greenwood Village offer a free first meeting?
5 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.
Denver Wealth Management
“Incredibly helpful & trustworthy financial advisement firm.”
Four Points Wealth Management
“If you are looking for a team to make your goals come to life, Four Points Wealth Management is the company you want to work with.”
Integra Financial
Heirloom Wealth Management
“I have been working with Heirloom Wealth Management, owned by Mike and Rick, for ongoing wealth management, and my experience has been exceptional.”
Nilsine Partners
“I fully trust them to manage my assets in the best manner possible.”
Nielson Wealth Management
“Genuinely cared what was in my best interest.”
Financially Speaking
Stordahl Capital Management
“They are simply the best and set the standard for financial planning and advisement.”
Living Your Wealth
“I don't wish to manage my investments on a daily basis, and because I have complete trust and faith in David, I don't have to.”
Strategic Wealth Partners
“Knowledgeable, compassionate and they don't judge you for you current financial situation.”
Pi Wealth Management
“Ryan Gunther is pleasant to visit with.”
True Wealth Advisors
Graziano Budny Wealth Management Group
The Hamilton Group
Signal Butte Financial Corp.
“Would definitely recommend Signal Butte Financial for retirement planning.”
Centerpiece Wealth Advisors
Front Range Wealth Management
Hasson Financial
Why these companies made our list
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