Laurels

Best Financial Advisors in Aurora
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Aurora Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 88 58 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Able Financial Group

Able Financial Group is a Centennial-based financial advisory firm that focuses on digital marketing. The company has been providing marketing and sales tools to businesses since 2006. The firm's Elevation Services team helps clients build their brands, while their Drip technology helps clients communicate with their customers.

Centennial, CO 80111

Website

Front Range Financial, LLC

Front Range Financial is a financial consulting firm that focuses on retirement planning and estate conservation. The Centennial-based company provides independent advice for retirees regarding retirement income, Social Security planning, and asset protection. Clients also receive investment planning and asset management services. Over time, the firm can help clients reduce their yearly taxes. There are also a number of insurance options and plans available. Front Range Financial was founded by Lex Hackley, a financial consultant with Series 7 and Series 66 securities licenses. He also has a number of insurance certifications and licenses.

Centennial, CO 80122

Website

G&S Capital LLC

G&S Capital is a Denver-based financial management firm that serves clients of all ages. The firm's individual clients typically have portfolios with at least $500,000. Corporate clients have at least $1,000,000 in retirement plan assets. G&S employs a team of fee-only advisors who give financial advice based on detailed analytics. The company creates employee retirement plans for corporate clients. Families and individuals receive customized investment advice based on the client's goals and values. The certified financial planners look at every aspect of a client's finances to create long-term financial plans that benefit their future.

Englewood, CO 80111

Website

Geneos Wealth Management Inc

Geneos Wealth Management is an independent financial advisory firm that was founded in 2002. The Geneos RIA gives clients access to a variety of pricing schedules, clearing options, and money management choices. The Aurora company uses its independent RIA status to help clients with their choice of custodian.

Centennial, CO 80112

Website

Hartmann Financial Advisors

Hartmann Financial Advisors is a proactive financial planning group located in Centennial. Company founder Don Hartmann has over four decades of financial services experience. The company works with business owners and individuals from the Western Slope to the Front Range of Colorado. In addition, the firm serves individuals in 12 more states. The firm's services aim to help clients with every stage of retirement planning through income planning, optimization of employee benefits, investment management, insurance assistance, and estate planning.

Centennial, CO 80112

Website

Infinity Wealth Management, Inc.

Infinity Wealth Management is an RIA firm that was founded in 1998. The company serves small businesses, families, and high net-worth individuals in the Denver area. Each client receives a comprehensive wealth management strategy with a focus on results. The independent company provides full transparency and represents the client's best interests.

Aurora, CO 80014

Website

Kompass Financial Advisors

Kompass Financial Advisors is an Englewood financial advisory firm headed by CFP Josh Taylor. Josh has nearly three decades of investment management and insurance industry experience. The firm provides businesses with employee benefits plans, commercial insurance options, and business owner benefits. For individuals, the firm focuses on financial and investment planning, insurance analysis, and estate planning.

Englewood, CO 80111

Website

Lifetime Financial Strategies

Lifetime Financial Strategies is a Centennial-based financial planning firm run by CFP Angel McCall. In addition to having her CFP certification, Angel is a Certified Divorce Financial Analyst. The company's services include retirement planning, divorce financial analysis, Social Security planning, estate planning, and investments for future generations.

Centennial, CO 80112

Website

Schaefer Financial Management

Schaefer Financial Management is a wealth management firm that provides personalized planning strategies to clients in the Centennial area. The independent company was founded in 1987. Clients can receive comprehensive financial planning or individual consultation services. Also available are portfolio management services. The company gives clients periodic reviews of their plans and adjusts them as needed.

Centennial, CO 80112

Website

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