Best Financial Advisors in Aurora

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 100 70 27

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

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


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


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