Momentum Financial Planning
“Over the last couple months Sarah has put together a personalized strategy for me and given me clarity on my financial plan.”
Best Financial Advisors in Longmont, CO
15 firms listed · 8 in Longmont · 11 rated 4.5+
Data verified October 18, 2026
MY Wealth Planners
“His expertise and technical competence are second to none around, his guidance has been 100% sound, his follow through 100% complete, and his personal client interface beyond satisfactory.”
Oliver Asset Management
“Frank is a strong communicator and goes at a pace the client is comfortable with.”
Graylark Financial
“The financial knowledge, insight and expertise Brian has is amazing and has been essential to our being where we are financially.”
Funderburk Financial
“He is very detailed oriented, closely monitors the market and makes sure your investments are sound for the long haul.”
Hattig Financial Company
The 15 firms listed for Longmont, 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: Longmont, CO
Of the 15 firms we list here, 8 are in Longmont itself and 7 come from Boulder (5, 13 mi), Firestone (1, 8 mi) and Erie (1, 9 mi). 13 of the firms on this page have a rating, from 4.2 to 5.0 across 153 reviews; 11 are rated 4.5 or higher. 2 list staff certifications (CFP) and 2 have a BBB rating of A or A+. 8 have ten or more years of experience, the longest 30 years. 1 offers remote or virtual consultations and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Longmont take financial planning bookings online?
4 of the 15 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.
Gold Medal Waters
Jim Marty & Associates Llc
Colorado Capital Management
“Steve, Jason, Andy, Erica and the rest of the crew take time to understand us personally and align their investment strategy with our values and goals.”
Jeanne M Adams CPA
“From the moment I engaged her services, Jeanne's professionalism, outstanding communication skills, and educational approach have truly made my introduction to tax matters seamless.”
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Insight Financial Planners
“I appreciate that they did their best to inform me about making good financial decisions without being pushy.”
AIO Fee Only Financial Advisors
“I particularly appreciate Bill's knowledge of the LTC business and his advice on how to handle those options in my case.”
Hinman Financial Planning
“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.”
Oxygen Financial
“Such enthusiastic, professional and knowledgeable people and I feel so lucky to know them!”
Webster Investment Advisors
“Bob and James exhibit a fantastic level of professionalism and competence...”
Why these companies made our list
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