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Top Rated Financial Advisors in Fort Collins, 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 Fort Collins, 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 Fort Collins, 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 Fort Collins, 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.

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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.

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Layman Lewis Financial Group

Layman Lewis Financial Group, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Loveland, Colorado area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Financial Services Provided:

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

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Wendy Martinez

Edelman Financial Engines, LLC
CRPC
Wendy Martinez, a financial fiduciary, provides financial services to clients in the Westminster, Colorado area. Wendy holds a CRPC certification. Wendy has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

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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

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Empower

Empower , a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Greenwood Village, Colorado area.

Additional Information:

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Planning for Individuals
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Matt Ganskopp

Edelman Financial Engines, LLC
CRPC
Matt Ganskopp, a financial fiduciary, provides financial services to clients in the Englewood, Colorado area. Matt holds a CRPC certification. Matt has over 5 years of experience.

Additional Information:

Years of Experience:
5 Years

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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

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