Best Financial Advisors in Aurora

2022

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A&I Financial Services

• Certified Financial Planner (CFP)

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.

• Certified Financial Planner (CFP)

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

• Private Wealth Advisor
• Retirement Planning

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.

BW Financial Planning

• Certified Financial Planner (CFP)

BW Financial Planning caters to Aurora clients. Owner Betty Wang offers comprehensive financial plans that include reviews of tax planning strategies, employee benefits, stock compensation, funding for college, and legacy planning. She offers investment management services based on her clients’ time horizon, risk tolerance, and financial goals. Wang is a CFP who served as Dodge & Cox vice president. She is a member of the Women of Denver, XY Planning Network, and National Association of Personal Financial Advisors.

Catalyst Retirement Advisors

• Certified Financial Planner (CFP)
• Retirement Planning
• Insurance Products

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.

Christopher Lee Financial LLC

Christopher Lee Financial is a financial management firm that serves the Centennial, Littleton, Highlands Ranch, Parker, and Aurora communities. Company leader Chris Kolker has more than two decades of investment industry experience and has had a CFP certification since 2003. The firm's financial planning services use digital tools to manage client investments and help clients reach their goals. Clients can also receive long-term retirement planning strategies, including life insurance analyses.

Clear Creek Advisors

• Certified Financial Planner (CFP)

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.

Colorado Financial Advisors

• Retirement Planning
• Insurance Products

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

• Certified Financial Planner (CFP)

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.

Core Wealth Management LLC

Core Wealth Management is an Aurora financial planning firm that combines experience in both clinical psychology and finance. The firm's goal is to provide comprehensive wealth management services that focus on long-term financial planning, retirement planning, and investment management. Each client receives an analysis of their specific goals. From there, a plan for financial health is designed and implemented. Investment strategies are implemented and reviewed periodically to make sure the plan is progressing properly. Core Wealth Management was founded nearly two decades ago by Larry Englander.

Crestone Capital, LLC

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.

Dechtman Wealth Management

• Tax Planning

Dechtman Wealth Management is a wealth management firm that handles the needs of individuals, professionals, families, retirees, and business owners in Aurora and the surrounding areas. It offers a wide range of services, including financial planning, tax reduction strategies, investment management, and social security benefits analysis. It also offers estate planning services and Medicare planning. Established in 1984, Dechtman Wealth Management has been featured in multiple publications and shows, including Investopedia, the Nasdaq, U.S. News, and CNBC.

EdgeRock Wealth Management

• Tax Preparation
• Tax Planning

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.

Finity Group, LLC

• Retirement Planning

Finity Group, LLC is a financial advising firm that serves individuals and business owners in Aurora and the surrounding metro areas. "Finity" comes from the combination of the words "Financial Clarity." The group provides a wide range of solutions that help clients clarify and achieve their financial objectives. Some of these services include financial planning, debt management, investing and wealth management, and retirement planning. Clients can also check out the company's website for its large financial education library of videos, resources, and webinars.

G&S Capital

• Certified Financial Planner (CFP)

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.

Global Wealth Strategies & Associates

• Estate Planning
• Certified Financial Planner (CFP)

Global Wealth Strategies & Associates provides services to clients in Aurora and the surrounding communities. The firm offers financial advice in the areas of asset management, risk assessment, and estate planning. Its personalized financial planning services include insurance planning, cash flow management, asset transfer strategies, and business succession and continuation planning. The company's founder, Adam Way, has been engaged in the financial services industry since 2002. Some of the designations he holds are CFP, ChFC, AIF, CL, and CLTC.

GreenStar Advisors

GreenStar Advisors is an Aurora financial advisory firm that aims to give clients wealth-optimized advice. The firm was founded in 2010 by Chad Gordon, a wealth adviser with over two decades of industry experience. Each client receives a customized financial plan that's used as the basis of their investment guidance. The plan helps clients understand their current cash flow and retirement goals, their current net worth, and answers to important questions. It also helps isolate any potential concerns regarding insurance gaps or tax problems. Using the financial plan, the firm divides a client's assets between cash flow money, growth money, income money, and emergency money. Annual reviews of each client's plan are conducted to make sure the goals are being met.

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.

Holliger Financial Consulting

• Certified Financial Planner (CFP)

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

• Estate Planning
• Certified Financial Planner (CFP)

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.

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.

Janiczek Wealth Management

• Certified Financial Planner (CFP)

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.

JW Lerew Company

JW Lerew Company is a financial planning firm run by John Lerew. John has had his CFP certification since 1992. The Aurora-based company creates fee-based financial plans for clients, including budget planning, asset allocation plans, portfolio designs, and insurance reviews. Clients also receive a number of income tax strategies. JW Lerew Company can function as a full-service investment management firm as well.

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.

Kuhn Advisors, Inc.

• Estate Planning

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.

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.

Maia Wealth

• Estate Planning
• Private Wealth Advisor
• Tax Planning

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

• Certified Financial Planner (CFP)

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.

• Certified Financial Planner (CFP)

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.

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.

Staib Financial Planning, LLC

Founded in 2003, Staib Financial Planning, LLC, provides comprehensive fee-only financial planning, retirement planning, and investment management services to help clients in all financial situations achieve their personal financial goals. The company serves clients as a fiduciary and never earns a commission of any kind. Its offices are located in the south Denver, Colorado, metro area, serving clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines, and surrounding communities.

Stordahl Capital Management

• Certified Financial Planner (CFP)
• Retirement Planning

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

• Certified Financial Planner (CFP)

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.

• Certified Financial Planner (CFP)

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.