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Top Rated Financial Advisors in Denver, 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 Denver, 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 Denver, 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 Denver, 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.

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
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

Personal Capital

Personal Capital, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Denver, Colorado area.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

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
  • View More

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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 the CFP®, CRPC® certifications. 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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

BASIC INFORMATION NEEDED FOR THE INQUIRY

Geoff Keller

Western Retirement Consultants
CPWA®, CIMA®
Geoff Keller, a financial fiduciary, provides financial services to clients in the Greenwood Village, Colorado area. Geoff holds the CPWA®, CIMA® certifications. Geoff has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

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

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Reuben J. Brauer

Callahan Financial Planning Company
CFP®
Reuben J. Brauer, a financial fiduciary, provides financial services to clients in the Centennial, Colorado area. Reuben holds a CFP® certification. Reuben has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

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

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade Institutional, Charles Schwab, TIAA-CREF

BASIC INFORMATION NEEDED FOR THE INQUIRY

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 the CFP®, CRPC®, APMA® certifications. Adam has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

J.D. White

White Hawk Wealth Management
AWMA®, CFP®, CRPC®, AAMS®
J.D. White, a financial fiduciary, provides financial services to clients in the Broomfield, Colorado area. J.D. holds the AWMA®, CFP®, CRPC®, AAMS® certifications. J.D. has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

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

    Asset Requirement: 0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Curt Clegg

AMA Financial Partners
CFP®
Curt Clegg, a financial fiduciary, provides financial services to clients in the Louisville, Colorado area. Curt holds a CFP® certification. Curt has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

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

    Asset Requirement: $25,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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 the NSSA®, AIF® certifications. 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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

BASIC INFORMATION NEEDED FOR THE INQUIRY