banner-img

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Top Rated Financial Advisors in Colorado

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Colorado is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Colorado with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Colorado near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

badge

Adam J. Strickman

Ethos Financial Partners
CFP®, CRPC®, APMA®
Adam J. Strickman, a financial fiduciary, provides financial services to clients in the Thornton, Colorado area. Adam holds a CFP®, CRPC®, APMA® certification. Adam has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

Darren Meyer

Everest Wealth Advisors
AWMA®, AAMS®, CPFA
Darren Meyer, a financial fiduciary, provides financial services to clients in the Greenwood Village, Colorado area. Darren holds a AWMA®, AAMS®, CPFA certification. Darren has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
badge

Mark Starosciak

Infinium Investment Advisors, LLC
CFP®, CRPC®
Mark Starosciak, a financial fiduciary, provides financial services to clients in the Denver, Colorado area. Mark holds a CFP®, CRPC® certification. Mark has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Investments

badge

Matthew Kelley

Gold Medal Waters
CFP®, AAMS®, AIF®
Matthew Kelley, a financial fiduciary, provides financial services to clients in the Boulder, Colorado area. Matthew holds a CFP®, AAMS®, AIF® certification. Matthew has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity, Schwab, Altruist

badge

Michelle Francis

Life Story Financial
Michelle Francis, a financial fiduciary, provides financial services to clients in the Arvada, Colorado area. Michelle has over 7 years of experience.

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    AssetMark Trust

badge

Andy Lyford

Charlton Investment Services, Inc.
Andy Lyford, a financial fiduciary, provides financial services to clients in the Denver, Colorado area. Andy has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $150,000

    Financial Services Provided:

  • Financial Planning for Individuals
badge

Adam Brunin

Navigation Wealth Management
NSSA®, AIF®
Adam Brunin, a financial fiduciary, provides financial services to clients in the Fort Collins, Colorado area. Adam holds a NSSA®, AIF® certification. Adam has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $25,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    TD Ameritrade Inst.

badge

Asbury Wealth Partners

Asbury Wealth Partners, a financial fiduciary firm, has been a Paladin Registry member since 2008 and provides financial services to clients in the Colorado Springs, Colorado area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    LPL Financial

badge

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Denver, Colorado area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

badge

Quotient Wealth Partners

Quotient Wealth Partners, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Highlands Ranch, Colorado area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Investments

Top vetted financial advisors in Colorado by cities

Frequently Asked Questions

Get Matched With Advisors