Joann Holst Advisers
“Jo-Ann and Colette have all of the necessary tools at their disposal to provide informed investment decisions with a wide variety of options available for making an informed investment.”
Best Financial Advisors in Lakewood, CO
24 firms listed · all 24 in Lakewood · 14 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Complete Spectrum Financial Services
“They meet with you on a regular basis to share with you what products you may want to consider or if you want to stay with what you have.”
Gaia Wealth Management
“I've worked with Julia for over a decade, and only have good things to say about her level of service, support, and leadership.”
Federal Benefits Made Simple, an E.A. Buck Company
“I'm leery about financial advisors but I trust Ann and have been going to her for over 15 years now.”
BAM Advisory Group
“They've been pivotal in helping us to set up accounts, and long term savings accounts for both ourselves, and our children into the future.”
Hinds Financial Group
The 24 firms listed for Lakewood, 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: Lakewood, CO
All 24 firms we list here are in Lakewood itself. We have 25 firms in Lakewood on file; this page shows the highest-rated 24. 14 of the firms on this page have a rating, from 4.8 to 5.0 across 110 reviews. 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1997. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 21 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 firms listed for Lakewood take financial planning bookings online?
6 of the 24 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.
Gibson Capital
“He truly cares about our well being and future, and is passionate about helping all generations, from just starting out to nearing retirement, be successful!”
Bason Asset Management
“Given us the confidence to go and enjoy our lives not worrying about finances, knowing we have him to handle that aspect of our lives.”
Abundant Prosperity Associates
“Thank you Abundant Prosperity Associates for your careful and thoughtful management of my retirement funds.”
Taylor's Accounting
“From the first day I met George he was kind, caring, knowledgeable, and just a great guy.”
Personal Benefit Financial
Green Mountain Planning - Financial Advisor Lakewood
“Nestor takes time to understand your needs and executes your financial plan based on what will work best for you.”
Cooney Associates
Safe Money Denver
“Andrew is so professional and knows this business extremely well.”
Legacy Wealth Partners
“Alec not only cares about his clients as individuals, but also has extensive knowledge on how to tailor their portfolio to their lifestyle and goals.”
High Point Financial Group
SMC Company
Premier Financial Benefits
Traverse Planning
Hebert Advisory Services
Doleman Wealth Management
Premier Wealth Solutions
The Normandy Group
Bespoke Retirement Advisors
Why these companies made our list
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