Expertise.com
2024

Last updated:

Best Financial Advisors in Colorado Springs

Our Recommended Top 17

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

104

Reviewed

69

Curated

17

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Colorado Springs, CO 80902
  • Specialties
  • Retirement Planning
  • Wealth Management
  • Portfolio Management

Why choose this provider?

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.

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

Price: Call for quote

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Colorado Springs, 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

Website
1271 Kelly Johnson Boulevard, Colorado Springs, CO 80920
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

More Than Your Money, Inc. is a financial advisory firm that has been serving clients in Colorado Springs since 1996. It provides investment counseling, retirement planning, estate planning, coaching, and post-divorce financial support and assistance. The firm is committed to understanding clients' current financial situation, planning to achieve their successful retirement, and providing security for their retirement. President Jane Young has been a Certified Financial Planner since 1996. Young has also worked as a manager for a corporation for 14 years.

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
7222 Commerce Center Drive. Ste 175, Colorado Springs, CO 80919
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Peace of Mind Financial Planning Inc. caters to individuals and families in Colorado Springs and the surrounding areas. It provides advice on different components of financial planning, including budgeting, estate and retirement planning, goal setting, insurance analysis, and taxes. Peace of Mind Financial Planning is a member of the Alliance of Comprehensive Planners and the National Association of Personal Financial Advisors. One of the firm's advisors is Linda Y. Leitz, who 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
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
1155 Kelly Johnson Blvd Ste 130, Colorado Springs, CO 80920

Why choose this provider?

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.

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
Colorado Springs, CO 80906

Why choose this provider?

Level 5 Financial is a Colorado Springs, Colorado-based financial planning services company that offers services that include project-based financial planning, investment management, and comprehensive financial planning. As a fee-only financial advisory firm, the company provides their clients with unbiased, independent and comprehensive financial services.

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
Yelp
5.0 / 5 (22)

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
Colorado Springs, CO 80905

Why choose this provider?

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.

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
6645 Delmonico Drive, Colorado Springs, CO 80919
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Financial Planning Strategies - Don Leander, CFP, has been offering financial advice to clients in Colorado Springs for over 30 years. It specializes in creating asset allocation strategies to help clients with their financial goals. It also assists individuals throughout the process of developing estate conservation, tax management, investment management, insurance plans, and retirement strategies. The company is owned and operated by Don Leander, who has been in the financial advising industry for more than 30 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
3210 East Woodmen Road, Colorado Springs, CO 80920
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Swan Wealth Management is an independent financial advisory firm that caters to the needs of professionals, small business owners, and families in Colorado Springs and its neighboring areas. Its team of advisors offers services such as investment and wealth management, counseling, monitoring, and guidance. Established in 2010, the business utilizes several strategies to protect its clients’ accounts, including rebalancing, education, and diversification. The company’s president, Craig Swan, has more than 20 years of experience in the financial industry.

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
2 North Nevada Avenue, Colorado Springs, CO 80903

Why choose this provider?

Petra Financial Advisors is an independent financial planning and investment management firm that serves clients in Colorado Springs. The firm's main goal is to guide its clients in organizing, growing, and protecting their assets and finances. Its financial advisors tailor every plan and strategy according to the varying financial needs and goals of clients. Its chairman, Dave Forbes, is experienced in handling and monitoring investment portfolios. Petra Financial Advisors is a member of the Financial Planning Association.

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
13710 Struthers Road, Colorado Springs, CO 80921
  • Certified Financial Planner (CFP)

Why choose this provider?

The Summit Wealth Group helps the Colorado Springs community through financial literacy and planning. Its financial advisors provide several services including retirement planning, investment management, college planning, risk management, lifestyle coaching, and estate planning. Summit Wealth Group also provides business advisory services, cash flow strategy, and tax planning. In 2019, one of its financial planners, Ross Haycock, was recognized by the Forbes Magazine as one of the best-in-state wealth advisors in Colorado. He is the branch manager of the Colorado Springs branch.

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 (5)
Facebook
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
24 South Weber Street, Colorado Springs, CO 80903
  • Certified Financial Planner (CFP)

Why choose this provider?

Altus Wealth Group is a financial advisory business that caters to clients in Colorado Springs and the surrounding communities. It provides advice on budgeting, debt management, investment, retirement saving, and tax planning. In addition, it offers money management services, helping clients handle their cash flow effectively and make informed decisions on their expenses. Dustin L. Bench, one of the founding members, is a Certified Financial Planner who has been working in the financial industry since 2003.

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
1155 Kelly Johnson Boulevard, Colorado Springs, CO 80920
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Replica Wealth Advisors, Inc. serves individuals, families, and businesses in Colorado Springs with strategies tailored to address specific client needs. Its range of services involves asset maximization and investment management. Its professionals also adopt a personalized approach to income and retirement planning. President Michael Binger is a Chartered Financial Analyst who was featured in Business Week and The Wall Street Journal. Binger also made appearances on Bloomberg TV and CNBC.

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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
13710 Struthers Road, Colorado Springs, CO 80921
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Founded in 1983, Carson Wealth is a financial management company serving clients in Colorado Springs. It offers an array of services, including investment management solutions and Private Client Services, which provide one-on-one support and a proactive approach to wealth management. Financial, retirement, estate, and tax planning are also available. Its founder and CEO, Ron Carson, is a Barron's Advisor Hall of Fame wealth advisor and a Certified Financial Planner. He has been in the financial services industry for 35 years.

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
13570 Meadowgrass Drive, Colorado Springs, CO 80921
  • Certified Financial Planner (CFP)

Why choose this provider?

Accelerated Wealth - Colorado Springs is a financial planning firm that serves clients across the metro. The firm coaches clients on areas like retirement, investment, and business strategy. It likewise guides clients in the process of setting up Delaware Statutory Trusts. The firm also educates individuals on their required minimum distribution strategy to preserve the value of their IRAs and 401Ks. The company's co-founder, Chris Abeyta, is a member of the National Ethics Association and has been featured on FoxBusiness.com.

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
Facebook
5.0 / 5 (14)
Google
4.0 / 5 (7)

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
13540 Meadowgrass Drive, Colorado Springs, CO 80921
  • Private Wealth Advisor
  • Tax Planning

Why choose this provider?

Integrity Wealth Advisors in Colorado Springs provides clients with various wealth management services. These services include financial and tax planning, investment management, and business advisory services. It can also administer various kinds of trusts, ranging from living trusts to irrevocable life insurance trusts. Charitable planning services are available as well. Eric Davis, the company's president and chief investment officer, has over 20 years of experience in the wealth management industry. He previously worked at a Fortune 100 wealth management firm.

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 (16)

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
1048 Pearl St, Suite 450, Boulder, CO 80302

Why choose this provider?

Crestone Capital, LLC, is an independent financial advising firm that serves entrepreneurs and businesses in Colorado Springs and across the U.S. It offers tailored wealth management solutions that help generations of families build diversified portfolios and protect their legacies. Its services include estate and income tax planning, family education, cash flow management, and asset protection. Clients have real-time access to their investment portfolios through Crestone’s online portal and are updated through regular meetings, conferences, and private events. Crestone Capital has been in the industry for over 30 years 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

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 debts should an individual in Colorado Springs pay off first to improve one's finances?

    In Colorado Springs, one option is to pay off the debt that has the lowest outstanding balance first because it is easy to get off the books. Another choice is to clear out all of one's high-interest debts like credit card obligations first to prevent these from spiraling out of control and becoming too big to comply with.

  • During a recession in Colorado Springs, what should an individual do to enforce savings?

    During a recession, an individual in Colorado Springs may establish an automatic savings arrangement. People should set up an automatic deduction program with the local bank that regularly sets aside a portion of one's income to a savings fund. Mental fortitude is needed to keep this separate allocation untouched until a later date.

  • Will a person's insurance premiums be influenced by credit ratings in Colorado Springs?

    While one's credit score could be used as a basis to determine one's insurance premiums in Colorado Springs, it depends on several factors and the kind of policy involved. For an automobile assurance plan, for instance, the make and model of the vehicle matter more. Insurers do check credit scores because there is research showing that those with worse ratings make more claims.

  • What is the importance of getting an investment advisor in Colorado Springs who has fiduciary obligations?

    Fiduciary obligations in Colorado Springs are a duty of trust where a person has to place a client's interests above all else. It prevents investment advisors and planners from using ulterior motives to direct financial advice. It implies the existence of a deep trust where one party promises to grow another's best interests.

  • What should individuals in Colorado Springs who are planning for retirement look into besides investments?

    Besides investments, the residents of Colorado Springs who wish to retire have to look into tax efficiency to make sure that the income and distribution of estates have a minimal revenue hit. Long-term care has to be factored in since disability is a foreseeable uncertainty. Keeping a will current is also useful for making sure that care plans and lists of heirs are not outdated.

  • 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.