Best Financial Advisors in Longmont, CO

The highest-rated Financial Planning & Wealth Management companies out of 134 vetted & reviewed in the Longmont area.

Stoneman Legal

Stoneman Legal

(29)
Criminal Defense, Contract Law, Business Law
“When I went to Todd I was terrified of what the experience would be like solely based off of past experiences when talking to “professionals” about my financial situation.”
Licensed, BBB Rating: A+
In Business Since 2015
Accepts All Major Credit Cards
353 Main St, Longmont, CO 80501
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Jeanne M Adams CPA

Jeanne M Adams CPA

(24)
Business Services, Quickbooks Services, Services For Individuals
“He was so impressed with her competence and accuracy that he decided it was definitely worth it to continue to have her do our personal taxes year after year, even after he closed his business.”
Transparent Fees & Pricing
Offers Financing Options
Family Business
In Business Since 2017
10126 Cedar St, Longmont, CO
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Atlas Capital Management

Atlas Capital Management

(4)
  • Investments
  • Fee
“Fight we did for several months and with the help of the Colorado Division of Insurance (as these were actually indexed universal life insurance policies) we ended up getting all of our money back as the company rescinded the policies, we are now goi...”
Accepts All Major Credit Cards
In Business Since 2013
Transparent Fees & Pricing
6175 Misty Way, Longmont, CO
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MY Wealth Planners

MY Wealth Planners

(12)
  • Investments
“Not only has he provided great recommendations to meet our financial goals, but he has also taken my impact investing preferences into account and has incorporated them into our plan.”
CFP Certified
In Business Since 2019
Transparent Fees & Pricing
402 Main St, Longmont, CO
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Funderburk Financial

Funderburk Financial

(1)
“He is very detailed oriented, closely monitors the market and makes sure your investments are sound for the long haul.”
Accepts All Major Credit Cards
In Business Since 2016
Offers Financing Options
2187 Steppe Dr, Longmont, CO
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Kirkland & Company, Cpa's

Kirkland & Company, Cpa's

(1)
“The are competent and friendly and respond quickly to questions.”
Accepts All Major Credit Cards
In Business Since 2003
Transparent Fees & Pricing
630 Kimbark St, Longmont, CO
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Fuerst Financial - Raymond James

Fuerst Financial - Raymond James

Services, Services
“Preserving capital and managing risk are two important objectives for investors, and in today's global economy, they can be more challenging than ever. Over the years, I've had the privilege of helping clients manage the complexities of their wealth ...”
Family Business
In Business Since 1998
11409 Business Park Cir Suite 210-D, Longmont, CO
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Boeckermann, Grafstrom & Mayer

Boeckermann, Grafstrom & Mayer

Audit and Assurance, Investment Advisory and Personal Financial Planning, Technology Services
“Whether you're a busy entrepreneur or busy running your family business, you are constantly facing challenges. We understand because we've been there and we can help with the day-to-day and long-term challenges. Our professionals help organizations a...”
Accepts All Major Credit Cards
In Business Since 1999
Family Business
1714 Duchess Dr, Longmont, CO
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Gold Medal Waters

Gold Medal Waters

“People who consider hiring us have typically heard about things that we refer to as financial "products" such as Investment Management or a Financial Plan. They contact us thinking they need one or more of these things, and truthfully, some may requi...”
Transparent Fees & Pricing
In Business Since 2004
1079 Hover St STE 200, Longmont, CO
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Humbrecht Financial Services

Humbrecht Financial Services

(2)
“I have known Mark for a few years now and the one thing that always comes across is the he listens and he really wants to educate his clients on how to achieve a better retirement.”
Longmont, CO
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Alternatives Financial Services

Alternatives Financial Services

(2)
“Not a collection company, a financial planner”
760 Mountain View Ave, Longmont, CO
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Hattig Financial Company

Hattig Financial Company

“My strong work ethic and determination took root over 30 years ago when my dad and I began breeding, training and showing reining horses. It took strategy, years of dedication and no shortcuts to turn it into a championship program. Together we can l...”
In Business Since 1999
710 Tenacity Dr Suite 101, Longmont, CO
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BG5 Financial

BG5 Financial

Investments, Long Term Care Insurance, Retirement Planning
“His process makes it simple and easy for clients to understand how they can improve their financial situation to give them greatest chance of success in retirement.”
In Business Since 2020
2030 Terry St Suite 103, Longmont, CO
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Colorado Capital Management

Colorado Capital Management

(7)
  • Family
  • Investment
  • Needs
“Not only have they helped us grow our portfolio, but they have also given solid advice on a variety of practical matters related to retirement, finding comprehensive insurance coverage, and putting a will together for our growing family.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2006
Accepts All Major Credit Cards
4430 Arapahoe Ave # 120, Boulder, CO
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Johnson Kightlinger & Co

Johnson Kightlinger & Co

(3)
“Him and his team never made me feel guilty if I got something to them a couple days after they asked for it as I had experienced with others in the past.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1978
Accepts All Major Credit Cards
4999 Pearl E Cir #103, Boulder, CO
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Crestone Capital

Crestone Capital

(7)
  • Team
“I have worked with Crestone Capital since 2000 on a variety of fronts and would recommend anyone looking for an investment team and family to get in touch with these folks.”
Licensed, BBB Rating: A+
In Business Since 2006
1048 Pearl St #450, Boulder, CO
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Boulder Wealth Advisors

Boulder Wealth Advisors

“Boulder Wealth Advisors, LLC ("Boulder Wealth Advisors") and its representatives comply with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Boulder Wealth Advisors maintains clients. Boulde...”
Licensed, BBB Rating: A+
In Business Since 2002
2595 Canyon Blvd STE 220, Boulder, CO
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Insight Financial Planners

Insight Financial Planners

(11)
P.e.a.k Process®: Overview, Insight-Full® Personal Financial Plan, Instep® Corporate Retirement Plan Management
“Frustrated from a past of speaking with other financial planners — all of which made me feel bogged down and like I wasn't living up to their standards, I agreed to sit down with Peter at In Sight to take a look at my small business past, as well as ...”
Free Initial Consultation
In Business Since 2019
4450 Arapahoe Ave, Boulder, CO
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Colorado Reverse Mortgage

Colorado Reverse Mortgage

(23)
  • Understanding
  • Financial
  • Mom
“I was on a limited time frame and Mace was able to fit our first visit into his schedule, during a spring snowstorm that put about 3 feet of snow on the ground in the mountains in the short time he was introducing us to the process.”
Free Initial Consultation
In Business Since 2019
7478 Park Cir, Boulder, CO
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Hinman Financial Planning

Hinman Financial Planning

(1)
“Hinman has been our CFP for over 5 yrs, primarily assisting us with estate and trust planning & navigating our finances through a difficult transition into a well planned financial retirement and estate plan.”
Licensed, BBB Rating: A+
In Business Since 2018
Serving Longmont Area
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Henry Waters & Associates

Henry Waters & Associates

(7)
  • Money
  • Team
“They've educated us on best practices and provided strong insights on our business and personal accounting -- saving us more time and money than we knew was possible with our former CPA.”
Transparent Fees & Pricing
In Business Since 2004
4740 Table Mesa Dr, Boulder, CO
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Varra Financial Associates

Varra Financial Associates

(9)
Young Professionals, Business Owners, Retirees
“My wife and I recently celebrated the arrival of our little girl and wanted advice on how to plan for her education and what life insurance policies we should consider.”
Transparent Fees & Pricing
In Business Since 2009
Serving Longmont Area
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Green Thumb Accounting

Green Thumb Accounting

(2)
“Always on time and does a great job answering questions!”
Transparent Fees & Pricing
In Business Since 2015
645 Manhattan Pl, Boulder, CO
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Simple Startup

Simple Startup

(6)
  • Team
“If there is an issue you are up against, they are always willing to put thought into how to resolve the problem at hand, and/or connect you with someone that can!”
In Business Since 2004
2101 Pearl St, Boulder, CO
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Retirement Planning and Investment Management Services in Longmont, CO Cost Estimates

Minimum cost
$1160
Maximum cost
$9858
National Average
$3479
Avg Per Hour Rates
$348
$2320
$6379
Average price range is based on 360 cost profiles
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Average Cost $3479
Minimum cost $1160
Maximum cost $9858
Avg Per Hour Rates $348

Average range $2320 to $6379 is based on 360 cost profiles.

Why these companies made our list

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