Laurels

Best Financial Advisors
in Colorado Springs
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Colorado Springs 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 108 73 21

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.

Transfrom Wealth FEATURED Expertise

Transform Wealth provides a comprehensive range of financial planning and investment advisory services for every stage of life. The firm specializes in delivering individually-tailored solutions to clients and helps them successfully manage their financial lives. As a fee-only firm with offices in Colorado Springs, Transform Wealth was built on the foundation of serving as fiduciaries to their clients in everything they do, and its financial advisory recommendations are solely aimed at serving the best interest of its clients. The firm provides advisory services in the areas of wealth management, investment management, financial planning, and estate and generational planning.

675 Southpointe Court Suite 102
Colorado Springs, CO 80906

Website

Janiczek Wealth Management FEATURED Expertise

Janiczek Wealth Management is a fee-only, fiduciary financial advisory services firm that delivers comprehensive investment and wealth management services exclusively tailored to high net worth and ultra-high net worth investors in Colorado. The firm uses its proprietary tools and technologies such as the Flourish model and the wealth optimization dashboard to provide portfolio management, wealth management, and retirement planning services. Janiczek Wealth Management has been recognized as among the top wealth advisory services by numerous magazines and publications such as Barron, Forbes, and Financial Times.

Colorado Springs, CO 80902

Website

Academy Wealth Management Group

Academy Wealth Management Group is an acclaimed full-service investment firm located in Colorado Springs, Colorado and serving its surrounding communities as well. This company specializes in inspiring and assisting their clients in taking control of their financial lives. Working as coaches, organizers and problem solvers for their clients, their expert advisors are personal wealth managers who simplify, enhance and grow their clients' financial lives.

Colorado Springs, CO 80918

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Ascent Financial Group

Ascent Financial Group is a quality financial planning firm located in the city of Colorado Springs, Colorado and serving its neighboring suburbs as well. Comprehensive financial planning services are offered by this company, pertaining to estate and legacy planning, life and health insurance, risk and asset management and business succession planning, among others. The firm takes pride in their commitment to guiding their clients to take a proactive approach to their financial personal situations.

Colorado Springs, CO 80918

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Brooks Financial Planning

Brooks Financial Planning is a renowned fee-only comprehensive planning services firm serving Colorado Springs, Colorado and its neighboring suburbs. Various services are offered by this company, which include the A La Carte services in social security, estimation of medical costs in retirement, and risk tolerance, among others. The company consistently provides knowledgeable and efficient guidance when it comes to their clients' financial conditions, concerns and goals.

Colorado Springs, CO 80903

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Dodds Wealth Management Group

Dodds Wealth Management Group is a financial firm assisting clients in the Colorado metro area. Founded in 1991, it offers financial consulting services, including planning and investment management. The firm's financial advisors work with individuals to help them develop personalized wealth management strategies to meet their future net worth goals. It also provides tax strategy and estate planning services to avoid probate, reduce estate taxes, and protect beneficiaries and assets.

1155 Kelly Johnson Blvd Ste 130
Colorado Springs, CO 80920

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DP Financial

DP Financial is an independent financial advisor serving Colorado Springs, Colorado and its nearby communities. With the goal of helping people achieve financial freedom, this company provides services such as insurance, financial planning, annuities, how to save money, divorce planning and seminars. The company aims to give clients the financial tools that they need so that they can manage their finances well and plan better for their future.

Colorado Springs, CO 80903

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It's Not Just Money, Inc.

It's Not Just Money, Inc. in Colorado Springs, Colorado is comprised of financial planners and advisors that offer various services such as tax planning, retirement planning, goal setting, investment portfolio review and more. The goal of the company is to make the financial planning process and enjoyable and rewarding experience that provides their clients peace of mind.

Colorado Springs, CO 80920

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Lodestar Financial Planning

Lodestar Financial Planning is a fee-only financial advisory practice serving the city of Colorado Springs, Colorado and its nearby suburbs. Their various services include investment consultation, financial planning, real-time planning sessions and educational workshops. The company is dedicated to providing competent, trustworthy and affordable financial advice to people of all walks of life.

Colorado Springs, CO 80920

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Mathies Financial Partners

Mathies Financial Partners is a renowned invitation-only registered investment advisory firm located in Colorado Springs, Colorado, and serving its neighboring counties. This firm specializes in coaching their exclusive group of clients about the MYFIT program which is a proprietary approach to investing. The firm takes pride in their dedication to increasing the financial literacy of their clients, making them a premier choice in Colorado Springs and beyond.

Colorado Springs, CO 80906

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Peak Investment Advisors, Inc.

Peak Investment Advisors, Inc. is a fee-only registered investment advisory firm serving Colorado Springs, Colorado and its nearby cities. Customized financial plans are organized by this firm, particularly in the areas of education funding, development of investment strategies, retirement planning and more. Their team of advisors aim to serve their clients in an efficient and compassionate way as they strive to help them achieve their financial goals.

Colorado Springs, CO 80919

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Petra Financial Advisors

Petra Financial Advisors is a financial advisory and planning firm located in the city of Colorado Springs, Colorado and serving the communities nearby as well. The firm has a unique and personally tailored process in addressing the financial needs of their clients and that take pride in their commitment to serve with excellence.

Colorado Springs, CO 80903

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Rainsberger Wealth Advisors

Rainsberger Wealth Advisors is a well-known licensed and registered investment advisor firm serving Colorado Springs, Colorado and its surrounding counties. Their services include retirement planning, investment management, business planning and pension consulting. Their advisors aim to consistently provide quality service to affirm their reputation as a locally and nationally-recognized wealth management firm.

Colorado Springs, CO 80905

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Right Course Wealth Management

Right Course Wealth Management is a financial products and services firm located in Colorado Springs, Colorado, and serving its nearby communities. Experts in this firm assist their clients in plan creation/ asset protection, portfolio growth and portfolio preservation and distribution after they have analyzed their financial conditions. Right Course Wealth Management takes pride in their dedication to do what's right for their clients, each time and every time.

Colorado Springs, CO 80921

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Wealth Logic

Wealth Logic is an hourly fee-only financial advisory firm located in the city of Colorado Springs, though it also serves clients nationwide. The three main services offered by this company are investment advisory, personal financial planning and business planning (and their particulars). Wealth Logic’s goal is to perform a one-time plan, assist in implementation, and then be fired so the client doesn’t have to keep paying.

Colorado Springs, CO 80903

Website

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