Founded in 1988 by Mark Brown and Peter Tedstrom, Brown & Tedstrom Inc. is based in Denver and serves the surrounding areas. They focus on providing each client with professional and highly personalized expertise by a credentialed and experienced team with a disciplined and comprehensive approach to each unique need for strategic investments. Opened when both private family wealth management and comprehensive financial planning were still forming, both founders recognized the need for helping clients pursue financial confidence and long-term independence with personal investments. The company offers services that include investment management, personalized planning processes, comprehensive wealth planning strategies, and more. They are rated as one of the Top 400 Financial Advisors in the nation in 2014 by Financial Times, a Top U.S. Wealth Advisor by Worth magazine, and one of the Top 1200 U.S. Financial Advisors, State by State in 2016.
Denver, CO(303) 863-7231
A Registered Investment Advisor founded in 1986, Cherry Street Partners is a diversified financial services business that holds offices in Colorado, Connecticut, and New York. They specialize in working with affluent individuals and owners of closely held companies. The company focuses on maintaining their values, which are based on personalization, trust, and family, while also giving each client the same attention and service, no matter their portfolio size or situation. Their philosophy is to produce smooth and efficient working financial plans to help each client achieve their business and personal goals. They offer services that include estate planning, business exit strategy planning, retirement planning, executive compensation planning, and investment planning.
Denver, CO(303) 399-9090
Serving the Centennial area with over 30 years of experience, Dechtman Wealth focuses on helping each client by utilizing the values of knowledge, trust, and integrity. They work with a team approach, which allows a collaboration of ideas for investment strategies and helps each financial portfolio. They offer services that include estate planning and philanthropy, family services, cash flow analytics, retirement planning strategies, tax reduction strategies, and investment planning strategies.
Centennial, CO(303) 741-9772
A research-driven organization, Denver Investments® opened on the belief that the key driver of value-added management was fundamental research and it has been their cornerstone since 1958. Based in Denver, they focus on the investment success of each client and aligning their goals with their unique investment approach. The company provides services that include wealth management, institutional asset management, investment strategies, and more.
Denver, CO(303) 312-5000
Operating in the Aurora and Denver metro areas since 1995, Farrah Tax Advisory Group and Retirement Planning is owned by President Dennis M. Farrah, who holds over 30 years of experience in the industry. An individual, small business, they specialize in financial preparation. The company offers services that include wealth management, accounting, estate planning, low-cost tax preparation, retirement planning strategies, financial investment management, free social security educational classes, and more. They are an affiliate of the Freedom Tax Advisors, Inc. network of Tax and Insurance Professionals.
Aurora, CO(303) 306-0105
A non-traditional traditional financial services firm founded in 1983, Gill Capital Partners focuses on exceeding client expectations by listening carefully to each client, their needs and wants, and creating a plan completely personalized and nowhere close to a one-size-fits-all treatment. They work to also focus on a “client first” experience, up front compensation explanations, ongoing communication, a dedicated team relationship, seamless onboarding, and an independent and proprietary investment approach. Based in Denver, the company offers services that include cash and money management, retirement planning, insurance planning, tax planning, estate planning, corporate financial services, institutional services, and more. They are a member of the Financial Planning Association, Independent Community Bankers of Colorado, Colorado Special Districts Association, Denver Metro Chamber of Commerce, and more.
Denver, CO(303) 296-6260
A start-up business founded in 2009, Infinium Investment Advisors was created from two driving forces after the Great Recession: to fix the problems prevalent in the industry, and to build a better way to deliver personal financial services. They focus on serving only clients and giving them the best strategies, services, and financial practices for every unique need and situation at an affordable cost. They work to implement and develop custom growth strategies for each client in their portfolio, professional growth, and personal lives. The company provides services that include
Denver, CO(720) 253-1818
Founded in 1990, Janiczek® Wealth Management exclusively tailors their comprehensive wealth and investment management to ultra-high net worth investors and high net worth investors. The firm understands that each client’s circumstances and goals are different and work to offer specialized plans for sophisticated or more complex financial situations. Their mission is to utilize all their resources and knowledge while remaining a “beacon of light” to benefit the prosperity, wealth mastery, and investment of each client to make their lives significantly better. The company specializes in liquidity events, wealth management, financial planning, peak earnings stage, investment management, retirement planning, and more.
Greenwood Village, CO(303) 721-7000
Serving the Greenwood Village and surrounding areas since 1983, M.J. Smith & Associates focuses on pursuing a rational and well-reasoned approach to each client’s wealth management and investment planning strategies throughout the years. They hold over 90 combined years of investing experience and also work to help manage and carefully mitigate risks for each client. The company offers services that include retirement planning, investment diversification, long-term wealth management plans, tax planning, and more. They are on the 2016 Forbes’ Top 100 Advisors list, and Barron’s Top Advisors list from 2007 to 2017.
Greenwood Village, CO(303) 768-0007
Based in Denver, Northwestern Mutual Wealth Management Company focuses on helping each client gain clarity over their financial future, advocating for their vision, organizing each unique financial situation, and offering solutions for making each vision a reality. Originally founded in 1857, the company employs seasoned professionals with over 70 years of collective experience and resources that allow them to build long-term relationships with each customer based on the values of commitment, knowledge, and integrity. The company provides services that include investment portfolio management, leaving a legacy, protecting family members, tax strategies, financing health care, protecting businesses, advisor coordination, and more.
Denver, CO(303) 512-2123
Based in Englewood and founded in 2003, Renaissance Wealth Management focuses on partnering with each client for life by building trusted and sincere relationships with an informed and disciplined approach to making sure their interests come first. They work to continuously improve each customer’s financial well-being, focus on economic events that will impact portfolios, and communicate regularly without jargon. The company offers services that include creating diversified endowments, optimizing business retirement plans, planning for major life events, and managing wealth.
Englewood, CO(303) 806-0984
Financial advisors serving the Denver and surrounding areas since 1995, Sigman Financial Fitness is owned by Lauren Sigman, who holds over 35 years of experience in the industry. They focus on creating a unique individual financial strategy that is based on the reality of each client’s life circumstances and developing a relationship that will build trust for future events as life unfolds through the years. The company provides services that include investment planning, real estate and mortgage finance, insurance planning, planning for retirement, estate planning, and more. Lauren is a member of the International Academy of Collaborative Professionals, the Colorado Collaborative Law Professionals, Colorado Bar Association in the Family Law Division, Colorado Chapter of the Financial Planning Association, and is a Certified Financial Planner™.
Denver, CO(303) 321-5844
Founded in 2003, Staib Financial Planning, LLC is an independent, fee-only, financial planning firm. The firm is dedicated to providing competent, unbiased, financial advice on an as-needed basis. Their comprehensive financial planning services are easily customizable to meet each clients' specific needs. Staib Financial Planning's service offerings include all or a portion of the following: retirement planning, education planning, investment planning and management, tax planning, estate planning, cash flow management, and other specific areas of clients' financial concerns.
Lone Tree, CO(303) 887-9633
Founded in 2007 by Kristi Sullivan, Sullivan Financial Planning, is based in Denver and serves the surrounding regions with over 16 years of experience. They focus on each client’s unique financial situations and needs to ensure the best advice and recommendations. They work on fee-based services that are meant to ensure customers don’t receive a sales pitch for insurance or investments as well as a lack of conflict of interest from a possible commission. The company provides services that include financial planning for wealth managers, financial wellness classes, and personal financial planning packages. Kristi is a Certified Financial Planner™ and a member of the Woman’s Estate Planning Council, The Alliance of Professional Women, the Financial Planning Association, and the Denver Alumnae of Chi Omega.
Denver, CO(303) 324-0014
A full-service investment management and financial planning firm based in Golden, Sustainable World Financial Advisors was created by Ken Jacobs and Renee Morgan, who are also founding presidents of two other well-recognized and established companies in the Colorado area. Established in 2016, they focus on approaching investing interests with responsible and sustainable methods of qualitative and quantitative analysis. The company provides services that include asset management and allocation, small business and non-profit services, individual planning, financial planning, and more. Ken and Renee are members of the Social Investment Forum and Investment Advisor Representatives of First Affirmative, a financial network the company is not directly associated with.
Golden, CO(303) 278-3886
A local Denver-based financial advisory firm, Thomas Financial Advisors focuses on saving and making money for each client with the best financial decisions. Co-founded by Patrick and Andrew Thomas, they work to make their services an individualized long-term solution at a low-cost without hidden investment fees. The company offers services that include life and disability insurance, education plans, retirement plans, investment management, and more.
Westminster, CO(720) 318-6071
A fiduciary financial advisor firm founded in 2013, Wealth Engineers is based in Denver and serves clients throughout Colorado, California, and the United States. They are a fee-only firm and an independent Registered Investment Advisor that works with customers who prefer an alternative to conflict of interest and high costs. They focus on gaining each client’s trust and putting their interests first at all times; forming a foundation of research, evidence, and data for all their recommendations; and making sure each investor shares a greater return based on their risk. They specialize in services that include financial planning, investing, low-cost portfolio management, risk factor diversification, and more. They are aligned with associations that include Vanguard, Dimensional, Certified Financial Planner, and Chartered® Financial Analyst.
Denver, CO(303) 500-3245
Located in Denver and founded in 2010, Wisdom Wealth Strategies focuses on building a professional and personalized relationship with each client that is based on trust, respect, and a genuine concern for their well-being and their unique needs. The company offers services that include personalized investment approaches, efficient tax strategies, risk management techniques, and more.
Denver, CO(720) 314-8009