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Best Financial Advisors in Broomfield

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Broomfield, 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
––

Price: Free Consultation

Broomfield, CO

Why choose this provider?

Need help contacting a Financial Advisor in Broomfield? 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
8774 Yates Dr Suite 308, Westminster, CO 80031
  • Certified Financial Planner (CFP)

Why choose this provider?

Financial Framework, LLC serves customers in Broomfield and its surrounding communities. It offers a wide range of personalized financial services for educators and their families, including insurance, annuities, retirement planning, student loan forgiveness, and savings and investments. Kendra Robinette, its financial planner, assists school employees in understanding their financial needs and recognizing their contributions through educator recognition programs. She is a Life Underwriter Training Council Fellow, a Chartered Financial Consultant, and a Retirement Income Certified Professional.

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
1290 Broadway, Suite 1100, Denver, CO 80203
  • Retirement Planning

Why choose this provider?

GHP Investment Advisors, Inc., is a wealth management firm that caters to clients in the Broomfield area. It offers financial planning services, which cover the client's retirement, estate, education, and income tax issues. The company works closely with individuals to create wealth accumulation goals and prepare them for unforeseen events. Its president, Brian Friedman, is a certified financial advisor and business economist. He serves as a board member at the World Trade Center Denver and the planning committee of NABE.

License Verified:

License: 107563

Investment Adviser Public Disclosure Database, SEC

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

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
200 Columbine Street, Suite 800, Denver, CO 80206
  • Certified Financial Planner (CFP)

Why choose this provider?

Cambiar Investors helps people in Broomfield and the surrounding areas achieve their financial goals by providing investment solutions. Its team provides a variety of strategies with varying regional and market capitalization concentrations. The company also hosts quarterly podcasts in which they discuss risks, trends, and portfolio positionings. Its group also publishes news, blogs, and commentaries on the latest developments in the capital markets. Cambiar Investors' team has an average of 22 years of investment experience.

License Verified:

License: 115093

Investment Adviser Public Disclosure Database, SEC

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.
4.8
Google
4.8 / 5 (4)

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
2226 West 29th Ave., Denver, CO 80211
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Grandview Investment Advisors has been serving clients in Broomfield and the surrounding areas since 2006. Its team concentrates on portfolio management and independent analysis on separately managed accounts. Its process involves designing custom solutions that allow investors to have unique objectives and risks. It also monitors the market and examines its consequences for investors' portfolios as expectations change. Its principal, Heather Holtzinger, played a key role in developing Grandview's business initiatives, particularly with the company's expansion and office operations.

License Verified:

License: 139202

Investment Adviser Public Disclosure Database, SEC

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 (3)

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
720 S Colorado Blvd Suite 600, South Tower, Denver, CO 80246
  • Certified Financial Planner (CFP)

Why choose this provider?

SHJ Wealth Advisors has been serving clients in Broomfield and its surrounding areas since 1990. It offers a wide range of services, from financial planning and investment management to employer-sponsored retirement plans. It creates various projections based on the client's objectives and offers financial advice on estate, retirement, college, and tax or retirement distribution planning. It has a team of eight Certified Financial Planner professionals that helps in creating a personal financial plan and customized portfolio.

License Verified:

License: 106050

Investment Adviser Public Disclosure Database, SEC

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 (4)

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
11001 W. 120th Avenue, Suite 400, Broomfield, CO 80021
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Hattig Financial Company, based in Longmont, caters to clients in Broomfield and the surrounding communities. The company helps with tax-efficient and non-qualified trust management, death benefit planning, estate distribution, ROTH conversions, and investment management. It also handles asset titling, charitable giving and donations, tax-efficient strategies, social security maximization, and mutual funds. The company's president, Joshua Hattig, is a CFP who has more than 20 years of wealth management experience. He is also an investment advisor representative through PlanMember Securities Corporation.

License Verified:

License: 2902616

Investment Adviser Public Disclosure Database, SEC

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8181 Arista Pl Suite 100, Broomfield, CO 80021
  • Retirement Planning

Why choose this provider?

Cayden Wealth Management addresses the needs of clients in Broomfield and the surrounding areas. The company caters to clients looking to start saving and investing or those planning to take their finances to the next level. It utilizes Wealth Builder, an automated saving and investment management medium, allowing clients to identify their goals and formalize them on the platform. Its associates work closely with clients to calculate and benchmark their net worth and create and implement long-term investment account allocations.

License Verified:

License: 301535

Investment Adviser Public Disclosure Database, SEC

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

Website
731 Sherman Street, Denver, CO 80203
  • Certified Financial Planner (CFP)

Why choose this provider?

All Season Financial Advisors is a firm that serves Broomfield. Its professionals take a holistic look at clients’ financial situations to determine their risk tolerance, as well as assets, debts, family needs, life goals, and income sources. After assessments, they craft customized plans, recommend investment strategies, and regularly conduct reviews to monitor progress and make updates as life changes. The firm utilizes financial planning software programs like eMoney Advisor and Holistiplan. Principal advisor Sam Jones was the president of the National Association of Active Investment Managers.

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

Why choose this provider?

Opus Financial Solutions LLC serves individuals and families in Broomfield. It offers financial planning advice to a diverse customer base, including retirees, pre-retirees, high-net-worth individuals, executives, and business owners. Its team of advisors uses their financial services industry background to create integrated financial plans based on clients' goals. Principal Lisa Louise Bayer is a Chartered Financial Analyst and Certified Financial Planner, who utilizes her personal experience with divorce to help couples make informed financial decisions.

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?

Since 1984, Ambient Financial Advisors has been serving individuals and families in Broomfield and the neighboring communities. The company is led by the father-and-son team of Jeffrey and Christopher Hill, who are both Certified Financial Planners. They formulate financial plans with provisions for cash flow and debt management, retirement planning, insurance review, and educational funding. In addition, they offer socially responsible and sustainable investments through ESG portfolios. Founder Jeffrey Hill holds a CFP Board Emeritus membership.

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
999 18th Street Suite 1401 North Tower, Denver, CO 80202
  • Private Wealth Advisor

Why choose this provider?

Paragon Capital Management has financial and investment solutions for affluent individuals, business owners, doctors, and senior corporate executives in Broomfield. To develop clients' investment policies, its advisor evaluates their corporate benefit plans, business ventures, and real estate holdings. They manage portfolios through global investment diversification, capital preservation strategies, and alternative asset addition. Co-founder Henry B. Lester is a member of the CFA Society of Colorado. He has been serving as an investment advisor for more than 35 years.

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
26 Garden Center Suite 3B, Broomfield, CO 80020
  • Certified Financial Planner (CFP)

Why choose this provider?

White Hawk Wealth Management serves Broomfield residents who need to build their investment portfolios. Its financial advice takes varied goals into account, including starting a family, amassing education funds, and retirement. This counsel includes tax and legacy planning strategies to minimize a client's tax liabilities and maximize assets for last wills and testaments. Founder J.D. White is a Chartered Retirement Planning Counselor certified by the College for Financial Planning. He has a degree in real estate finance.

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
370 Interlocken Blvd Suite 290, Broomfield, CO 80021
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Epiqwest Culver Wealth Advisors, LLC, caters to individuals, families, and businesses in the Broomfield metro and the surrounding areas. It helps clients manage their wealth by offering financial planning services. These include business succession and tax planning and portfolio and risk management. It also deals with employer-sponsored retirement plans and life insurance products. Trent Culver, a managing partner, has been working in the financial services industry since 1992. He holds the Chartered Financial Consultant designation.

License Verified:

License: 308980

Investment Adviser Public Disclosure Database, SEC

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 (3)

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
5595 South Sycamore Street, Littleton, CO 80120
  • Retirement Planning

Why choose this provider?

CC Coaching & Consulting delivers financial advisory services to clients situated in Broomfield. It caters to small businesses, individuals, and families and teaches customers how to get the appropriate returns on their investments and meet their monetary goals. The firm also takes into consideration the tax ramifications of financial products and the best practices for reducing one's revenue contributions. CC Coaching & Consulting is led by Craig Ciarlelli, who has been in the retirement planning sector since 1978.

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
5720 Zephyr Street, Arvada, CO 80002
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Canty's Financial Strategies, Inc., caters to clients in the Broomfield metro and the surrounding areas. It offers investment management, retirement planning, and estate conservation services. Its team of professionals also handles tax preparation and representation, new business consulting, payroll and monthly accounting, and QuickBooks setup. It also assists clients in real estate law matters. Owner and president Leann Canty is an IRS Enrolled Agent, Certified Financial Planner, and Certified Kingdom Advisor. She also holds a degree in accounting.

License Verified:

License: 4135740

Investment Adviser Public Disclosure Database, SEC

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.
4.7
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)
Yelp
4.0 / 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
Broomfield, CO
  • Estate and Trust Specialist
  • Retirement Planning

Why choose this provider?

Millennial Wealth Management caters to individuals and businesses in the Broomfield metro and the surrounding areas. It helps clients make informed financial decisions by offering wealth management and planning solutions. These services address education funds, large purchases, life insurance, retirement, student loans, and tax. The company also deals with investment management. Grayson Hofferber, the founder, brings over 10 years of experience in the financial services industry. He currently serves as the chairman of the Broomfield Chamber of Commerce.

License Verified:

License: 284746

Investment Adviser Public Disclosure Database, SEC

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 (8)

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
950 S Cherry St #505, Denver, CO 80246
  • Certified Financial Planner (CFP)

Why choose this provider?

Wealth Legacy Institute offers its services to clients in Broomfield and the surrounding areas. The advisory firm provides financial planning, investment, and financial education services. Its team covers financial planning matters such as asset protection, wealth enhancement, tax management, retirement planning, and legacy planning. The firm has been assisting clients with their financial concerns for more than 10 years. It is affiliated with the National Association of Personal Financial Advisors. Kimberly L. Curtis, the CEO of Wealth Legacy Institute, is a Certified Financial Planner.

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 (4)
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.
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.

  • Why do financial advisors recommend that Broomfield residents have emergency funds?

    Having an emergency fund is recommended by financial advisors to Broomfield residents due to life's unexpected challenges. An emergency fund provides a safety net to navigate unforeseen events, such as job loss, medical emergencies, car repairs, home repairs, and family emergencies. It helps people avoid relying on high-interest debt during difficult times, which can relieve stress and offer financial stability.

  • What are the options offered by financial advisors for handling 401(k) funds when leaving a job or retiring in Broomfield?

    When Broomfield residents leave their jobs or retire, financial advisors typically offer two primary options for their 401(k) funds. If permitted, they can leave the assets in their former employer's plan or consider a rollover. A financial advisor can offer guidance in deciding whether to leave the funds in the existing program or roll them into their new employer's plan. They can also assist in exploring other suitable options based on their specific retirement needs, investment preferences, fees, expenses, and tax considerations.

  • How can financial advisors help protect the lifelong support of individuals or families with special needs essential in Broomfield?

    For those with family members or loved ones with special needs in Broomfield, financial advisors can help in developing a plan to safeguard their lifelong support. This process involves assessing the individual's future income and expenses to determine their support needs. By comparing available resources to potential needs, any shortfalls can be identified. Additionally, understanding government benefits that may supplement personal resources is crucial in creating a comprehensive plan for their lifelong care.

  • How does a financial advisor in Broomfield tailor an investment portfolio to suit an individual's needs?

    In Broomfield, a financial advisor customizes an investment portfolio by assessing the individual's risk tolerance and performance expectations and comparing them to past investment outcomes. The next step is educating them on building a successful portfolio regardless of economic conditions. The advisor only implements the plan once the individual feels confident in the design. Frequent meetings may occur to maintain an ongoing relationship, allowing adjustments based on changes in the investor's life, market, and economic conditions.

  • What qualifications do financial advisors in Broomfield need to meet?

    Financial advisors in Broomfield must pass The Series 65 or The Series 66 exam along with The Series 7 exam. Some advisors may pursue specialized certifications with eligibility requirements, such as a minimum level of formal education or a specified number of years of experience in the business and financial services industry. These certifications help advisors demonstrate their expertise and commitment to providing quality financial advice.

  • 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.