Best Financial Advisors in Aurora

A&I Financial Services serves customers' needs in Aurora and its surrounding communities. Its clients include individuals, families, and business owners. The firm offers advanced financial, tax, retirement, estate planning, and wealth and investment management. Its advisors guide clients regarding concentrated stock strategies and give investment recommendations that consider environmental, governance, and social factors. A&I Financial Services is a family-owned company that has helped clients make financial decisions for more than 35 years.

AG Financial Services, Inc., offers financial solutions to the residents and businesses of Aurora. Since 1988, it has been helping individuals and families manage their investments through portfolio evaluation and retirement account analysis. It also offers retirement income planning, risk management, insurance analysis, and estate planning. The firm works with entrepreneurs seeking to learn proper money management techniques. AG Financial Services also helps young clients find income sources for further education or retirement.

Beacon Pointe is an independent wealth advisory firm serving individuals and businesses in Aurora. It provides retirement planning services for individuals and consultations for institutions. Its private wealth management services include asset allocation and customized investment portfolios as well as regular monitoring of investments and making adjustments as needed. The firm has been in the business since 2002 and has 25 offices across the USA. It was added to the list of the 2021 Best-in-State Wealth Advisors by Forbes.

Catalyst Retirement Advisors provides services to individuals, professionals, executives, and business owners in Aurora. The firm works closely with its clients to explore various aspects of their financial situations and prioritize across a full range of retirement goals. Its financial professionals help clients accumulate wealth and structure assets, transition saving strategies into spending strategies, manage risks, and distribute assets. The firm's principal advisor and wealth manager, Ronald C. Lottridge, is also a Certified Financial Planner.

Clear Creek Advisors caters to clients in Aurora and the surrounding areas. The firm provides personalized advice to clients, helping them achieve financial stability. Among its services are tax management, asset location, income planning, legacy planning, and risk management. Its advisors evaluate each client's financial situation and determine the priorities before developing and implementing strategies. Founder and president Erik Krom is an Investment Adviser Representative who has been protecting and growing families' wealth for over 16 years.

Established in 1990, Colorado Financial Advisors is a group of independent agents who have been providing financial planning services to individuals, families, and entrepreneurs in Aurora. The firm assists with budgeting, savings, and growing its clients' wealth through various solutions, including retirement planning, investments, life insurance, and variable annuities. Its Certified Financial Planners also help clients set up their minimum reserves, eliminate debt, minimize taxes, and allocate or manage their money.

Colorado Wealth Group provides financial advising services to clients in the Aurora area. It offers various financial planning services, such as tax and business planning, to help individuals strategize their income, cash flow, retirement, and educational funding. It also handles insurance services to secure the long- and short-term financial needs of clients and their families. The company's founder and CEO, Steven Harp, holds the Accredited Investment Fiduciary, Chartered Financial Consultant, and Certified in Long-Term Care designations.

Crestone Capital is an independent financial advising firm that provides wealth management services to entrepreneurs and business owners across the U.S. The firm offers solutions tailored to its clients' complex financial situations and unique goals. The firm also updates its clients through quarterly meetings, monthly and semi-annual conferences, and private events. Clients have real-time access to their investment portfolios online through Crestone’s client portal. Crestone has over 30 years of experience in the industry and manages $3.6 billion in assets.

An independent financial services firm with locations in Denver and Grand Junction, EdgeRock Wealth Management caters to the investment and insurance needs of individuals, families, and businesses in Aurora. Its advisors create clients' summit plans that cover income, social security, healthcare, and legacy planning with minimized tax liability, maximized savings, and market volatility protection. Striving to build personal relationships while managing people's money, the company engages its clients through events like wine tasting and Topgolf visits.

G&S Capital is a financial service company that helps clients in Aurora and the surrounding areas in the nitty-gritty side of investments and financial planning. The firm provides customized investment advice based on the clients' needs and goals. From there, its financial managers create strategies for the clients' individual stocks, traded funds, or municipal bond ladders. Apart from that, it also helps people with their corporate retirement plans and 401(K). G&S Capital is a member of the National Association of Personal Financial Advisors.

Holliger Financial Consulting is an independent firm serving Aurora and its surrounding communities. It helps individuals and families in customizing an investment strategy to reach their goals through financial planning, wealth management, and insurance planning. Services include financial advisory, risk management, and tax reduction. One of its managing partners, Thomas Holliger, is a Certified Financial Planner who has been working in the industry since 1991. He works with high-net-worth individuals in monitoring an implemented strategy and making necessary adjustments.

Impactfolio is a financial advisory company that serves Aurora and the surrounding communities. The firm focuses on providing financial planning and portfolio management to clients. Its financial planning services include investment planning, cash flow planning, tax planning, insurance review, and retirement planning. Its advisors also help clients in creating a portfolio that best fits their goals. One of the firm's advisors, Rebecca Kennedy, has been a Certified Financial Planner since 2002 and is a member of The National Association of Personal Financial Advisors.

Janiczek Wealth Management specializes in financial planning services. It assists high-net-worth and ultra-high-net-worth individuals in Aurora needing wealth management, asset inflow, investment performance, and estate tax services. It also caters to clients who want to prepare for their retirement and lifestyle and financial transitions. Janiczek Wealth Management has been recognized by Forbes as the Best-In-State Wealth Advisors for two consecutive years. It also supports Make A Wish, an organization focusing on helping children with critical illnesses.

Kuhn Advisors, Inc., has been working with individuals in Aurora since 1993. Its financial planning service helps clients achieve their goals. The company creates an investment portfolio that fits a person's risk tolerance. It helps clients prepare for retirement, recommending solutions to cover their twilight-year expenses. It also helps customers make charitable contributions and create educational funds. Founder Mark Kuhn is a certified public accountant who worked at Duke University for 20 years.

Maia Wealth is an independent fiduciary providing financial advisory services to clients in Aurora and the surrounding areas. It helps business owners, investors, and individuals maintain and secure their wealth by offering various financial planning services. These include estate planning, risk management, tax strategies, educational funds, and retirement planning. It also caters to individuals who need assistance in managing their investments and preserving their capital. In addition, Maia Wealth partners with portfolio managers, accountants, and attorneys.

Moneta is an independent financial advising firm that serves the residents of Aurora and the neighboring communities. It provides a variety of services, including wealth management, retirement planning, and fiduciary estate management. The firm has been around for more than 150 years and has assisted clients throughout various events such as The Great Depression of 1933. Moneta currently has over $27 billion in assets under management (AUM). It has also been nationally recognized by InvestmentNews as one of the "Best Places to Work for Financial Advisers."

Ryan Financial Inc. helps clients in Aurora pursue their financial goals. It utilizes a software system that analyzes market behavior to offer customized financial strategies and guide individuals with their investments. It also offers various financial planning services for insurance, tax, retirement, estate, and lifestyle. The company was founded in 2000 by Robert Ryan, a former chairman of the New Horizons Community Credit Union’s scholarship fund and a member of the Leukemia and Lymphoma Society's board of directors.

Stordahl Capital Management provides clients in Aurora with financial planning services. Its advisors work closely with clients in developing investment management strategies that can help them achieve their goals, whether it is to pay off debts, minimize taxes, or prepare for retirement. They also help individuals manage their finances, create a cash flow plan, and draft wills. The firm's founder, Bill Stordahl, is a Certified Financial Planner. He reorganized the firm in 2017 to focus on guiding clients in planning their financial lives.

Trilogy financial is a firm of financial advisors in Huntington Beach that works with clients in Aurora. The company offers advice in retirement planning, insurance services, wealth and asset management, estate planning and investment strategies, and college and education planning. It gives benefits that include life and disability coverage, comprehensive health insurance, career development, mentorship, and education. Trilogy has been serving clients since 1999 and was recognized by The Orange County Register as having one of the top workplaces in 2019.

Value Financial Advisers, Inc., serves Aurora and the surrounding communities. Established in 1983, it offers portfolio management services to individuals who handle investments. As a fiduciary, it is capable of providing financial planning and wealth management solutions as well. The company's financial advisors are committed to studying the strategies of investors from around the world and incorporating these into their plans. Additionally, they have experience in guiding clients when it comes to retirement planning and estate management.