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Best Financial Advisors in Boulder

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Boulder, CO
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Boulder, CO

Why choose this provider?

Need help contacting a Financial Advisor in Boulder? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
4845 Pearl East Circle, Boulder, CO 80301

Why choose this provider?

Fee-Only Fiduciaries AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. Comprehensive We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing. Latest Technology We use the latest software to provide the best experience and planning projections possible for our clients. Virtual or In-Person We have offices in Tucson, Honolulu, Boulder, Boise, El Paso, Palm Springs, Rochester, West Palm Beach, Ventura, Albuquerque, Las Vegas, Charlotte, Portland, St George, Billings, Casper, Phoenix, Los Angeles, Chicago, and Seattle but we work with clients virtually throughout the world and regularly travel to meet non-local clients.

Reputation:

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.
5.0
Facebook
5.0 / 5 (19)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1909 26th St. Suite 1A, Boulder, CO 80302
  • Certified Financial Planner (CFP)

Why choose this provider?

Harbor Wealth Management is a women-owned and operated firm that serves clients in Boulder. For over 33 years, it has been providing financial advisory solutions to individuals, families, and small businesses. The firm's financial advisors are equipped to assist clients with planning and implementing strategies designed to improve their assets and wealth. They help clients curate personalized insurance, retirement, savings, divorce, and investment plans. The firm's founding principal, Elyse Foster, is a member of HSBV's investment committee.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4999 Pearl East Cir Ste 200, Boulder, CO 80301
  • Certified Financial Planner (CFP)

Why choose this provider?

The Millstone Evans Group serves individuals, professionals, entrepreneurs, and top executives in the Boulder metro. It provides financial security solutions through its investment and retirement planning services. The company also deals with wealth management and helps clients create plans tailored to their financial goals and needs. It gives back to the community by supporting various organizations, including Boulder Ensemble Theater Company and Adopt-A-Highway. President Sacha Millstone is a wealth manager who has been in the industry since 1986.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2595 Canyon Blvd Suite 220, Boulder, CO 80302
  • Certified Financial Planner (CFP)

Why choose this provider?

Boulder Wealth Advisors provides financial services to clients in the metro. Its team helps individuals with managing their wealth by planning their budget, cash flow, and debt repayments. The company also helps with computing taxes, along with planning for retirement with a sustainable income even after leaving the workforce. In addition, Boulder Wealth Advisors offers estate planning services like drafting wills. Managing partner Roy Ludwick is a Chartered Financial Consultant with more than 35 years of industry experience.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2919 Valmont Rd. Suite 109, Boulder, CO 80301
  • Certified Financial Planner (CFP)

Why choose this provider?

Ambient Financial Advisors is a company that helps clients in Boulder with their financial goals. It provides comprehensive financial planning solutions to clients that consist of four main elements, namely financial life planning, investment management, financial advice, and financial tools. The company was founded by Jeffrey Hill, who started his career in the financial planning industry in 1984. He specializes in helping foreign nationals and expatriates navigate the process of cross-border financial planning.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
4450 Arapahoe Ave., Suite 100, Boulder, CO 80303
  • Certified Financial Planner (CFP)

Why choose this provider?

NewWest Advisors is a financial planning firm in Boulder. Its financial advisors help clients prepare for retirement, manage estate strategies, get insurance, minimize the impact of taxes, and put together an investment portfolio according to their goals, time horizon, and risk tolerance. They also guide individuals in reviewing and assessing their personal finances and developing an appropriate money management approach. The team has been working with the community in creating wealth management strategies since 1983.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Website
4430 Arapahoe Avenue, Ste 210, Boulder, CO 80303
  • Certified Financial Planner (CFP)

Why choose this provider?

Meridian Wealth Management is an independent firm that provides services to individuals in and around Boulder. With nearly 100 years of combined industry experience, its team of advisors offers financial guidance on a variety of matters, including retirement planning, asset management, and wealth planning. They assist clients in performing in-depth wealth analysis and help them make informed financial decisions. Founding partner David B. Hansen holds various licenses, including Series 7, 24, and 65. He was a member of LPL Financial’s Chairman’s Club.

Website
1525 Spruce St, Boulder, CO 80302
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 1983, The Wealth Conservancy, Inc. is a client-focused firm that provides complete financial planning solutions to individuals in Boulder and the nearby metros. Its services include basic investment, multi-generational planning, wealth management, and coaching. It also assists clients in establishing strategies for asset allocation and cash flow. One of the financial advisors at the firm is Melissa Hoyer. She is a Certified Financial Planner and a Certified Professional Co-Active Coach. She has been providing coaching services since 2014.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
885 Arapahoe Avenue, Boulder, CO 80302
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Opus Financial Solutions LLC is a fiduciary firm that assists retirees, high-net-worth individuals and families, business owners, and executives in Boulder and the surrounding areas with their financial decisions. Its team of financial advisors helps clients define their financial goals that include components such as retirement, investment needs, college planning, insurance needs, estate planning, and tax reduction strategies. The team holds several designations, including Chartered Financial Analyst, Certified Financial Planner, Chartered Financial Consultant, and Chartered Retirement Plans Specialist.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5619 DTC Pkwy Ste 475, Greenwood Village, CO 80111
  • Certified Financial Planner (CFP)

Why choose this provider?

Rocky Mountain Wealth Management offers financial planning to residents of Boulder. The company accepts clients, whether they are saving for retirement or just starting to invest, and helps them work towards their financial goals. Its process involves assessing its clients' needs, organizing their financial data, evaluating their financial status, and then developing a proactive plan. Some of the services it offers are estate and legacy planning and investment portfolio design and management. Cain Kobert, Certified Financial Planner, established the firm in 2006.

Website
1048 Pearl St, Suite 450, Boulder, CO 80302

Why choose this provider?

Crestone Capital LLC is an independent financial advising firm that provides wealth management services to entrepreneurs and business owners in Boulder and across the U.S. The firm offers solutions tailored to people's 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 over $3 billion in assets.

Reputation:

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.
4.3
Google
4.3 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is the Boulder County Personal Finance Program?

    The Boulder County Personal Finance Program serves as a significant resource for residents seeking tailored financial guidance. It facilitates setting achievable financial milestones, creating practical budget plans, and developing effective saving approaches. Additionally, it supports improving credit ratings, devising targeted debt clearance strategies, and cultivating sustained financial understanding, autonomy, and self-assurance. The program caters to households across all income ranges.

  • How can Boulder residents effectively integrate real estate into their long-term investment portfolio without overexposing to risk?

    For residents of Boulder, aligning their real estate investments with strategic asset allocation is paramount. Such a strategy serves as the backbone of sustainable financial growth while tempering asset volatility. Relying excessively on non-income-producing properties may introduce risks. Therefore, working with a firm in Boulder that excels in real estate investment modeling can facilitate the creation of a comprehensive financial plan, aligning real estate's role in achieving individual goals.

  • What are the considerations for Boulder families planning for the financial future of a special needs child?

    For Boulder families planning the financial future of a child with special needs, it's essential to comprehend the impact of various resources. Setting up a special needs trust can ensure necessary provisions without jeopardizing their entitlement to government aid. Additionally, an ABLE account, a tax-friendly savings option, can be a viable alternative or a concurrent solution. Engaging with financial or legal advisors well-versed in these complexities during estate planning is highly recommended.

  • What should a senior resident of Boulder do if they have lost or unclaimed retirement accounts?

    A senior resident of Boulder looking for lost or unclaimed retirement accounts should first reach out to their previous employers. Furthermore, they can take advantage of the National Registry of Unclaimed Retirement Benefits. This resource taps into employer and Labor Department data to help identify potential neglected accounts. Use of the tool requires only a Social Security number, and safeguards are in place to protect this sensitive information.

  • How can parents in Boulder encourage their kids to understand and manage their personal finances effectively?

    Parents in Boulder can facilitate their children's financial learning by allowing them to earn their own money, thus fostering a strong work ethic. This hands-on experience, combined with letting them make their own financial mistakes, equips kids with practical money management skills. Another strategy is involving children in family budget discussions. This approach makes the process more tangible and relatable to children's daily lives.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.