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Best Financial Advisors in Aurora
2021

We scored 88 Financial Advisors in Aurora, CO and Picked the Top 15

Here are the Picks:

Able Financial Group

Christopher Lee Financial LLC

Core Wealth Management LLC

Dechtman Wealth Management

Front Range Financial, LLC

G&S Capital LLC

Geneos Wealth Management Inc

GreenStar Advisors

Hartmann Financial Advisors

Infinity Wealth Management, Inc.

JW Lerew Company

Kompass Financial Advisors

Lifetime Financial Strategies

Schaefer Financial Management

Staib Financial Planning, LLC

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.

Click to Call

Centennial, CO 80111

Website

(855) 790-2253 Website

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.

Click to Call

Centennial, CO 80122

Website

(720) 925-5221 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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.

Click to Call

Centennial, CO 80111

Website

(720) 524-1116 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Dechtman Wealth Management

Dechtman Wealth Management is a wealth management firm that serves the Denver area. The company has been featured in multiple publications and shows including Investopedia, the Nasdaq, U.S. News, and CNBC. Dechtman Wealth Management was founded in 1984 as an independent advisory service. Clients have access to investment management services along with comprehensive financial planning tools. The firm also helps clients with tax preparation and estate planning. Pre-retirees and retirees can benefit from the company's Social Security analysis tools. The firm is focused on providing transparent fees and objective advice.

Click to Call

7807 E. Peakview Ave
Centennial, CO 80111

Website

(303) 741-9772 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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.

Click to Call

Centennial, CO 80122

Website

(303) 794-4084 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.

Click to Call

Englewood, CO 80111

Website

(303) 773-8000 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.

Click to Call

Centennial, CO 80112

Website

(303) 785-8470 Website

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.

Click to Call

Centennial, CO 80121

Website

(720) 936-1606 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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.

Click to Call

Centennial, CO 80112

Website

(303) 756-8900 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.

Click to Call

Aurora, CO 80014

Website

(303) 337-7082 Website

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.

Click to Call

Aurora, CO 80014

Website

(303) 745-0438 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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.

Click to Call

Englewood, CO 80111

Website

(303) 770-7078 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.

Click to Call

Centennial, CO 80112

Website

(303) 903-7635 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.

Click to Call

Centennial, CO 80112

Website

(303) 770-6700 Website

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.

Click to Call

Lone Tree, CO 80016

Website

(303) 887-9633 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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