Best Financial Advisors in Highlands Ranch

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.

Charter Financial Resources, a full-service investment advisory and financial planning firm founded in 1999, caters to the residents of Highlands Ranch and the surrounding areas. It helps clients save for retirement, protect their legacy, and obtain their financial goals by providing them with a broad range of services, including investment advisory, and financial, estate, tax, and insurance planning. The company also offers tax preparation services. Rick Martin, its associate advisor, is a certified public accountant.

David M. Kaufmann, CPA, offers accounting, tax preparation, and tax planning services to Highlands Ranch residents. He provides tax-related solutions that are crucial in creating effective financial plans. Kaufmann advises on trust or estate, investment income, and divorce tax consequences. He is part of the Denver Tax Software, Inc., whose research gave him the opportunity to improve his knowledge on taxation and financial planning. Kauffman is a member of the American Institute Of CPAs Tax Division and the Colorado Society Of CPAs.

Four Points Wealth Management caters to the financial planning needs of individuals in Highlands Ranch who pursue an active lifestyle. Its advisors help with investment management by customizing investment strategies and solutions. They assist in creating retirement income, planning social security, and dealing with risks. In addition, they advise individuals on how to pay taxes strategically and how to build and leave a legacy. Four Points Wealth Management also guides individuals and families through private wealth management and business succession planning.

Front Range Financial is a full-service financial consulting firm serving clients in Highlands Ranch. The company has financial advisors who help retirees and individuals in financial planning, which includes investment, social security, and retirement planning assistance. It also handles tax reduction planning, asset protection, and wealth management. It provides other services such as estate conservation and insurance planning. The company's founder and director, Lex Hackley, is an investment advisory representative who conducts workshops on various financial subjects.

Jeanne M Adams CPA PC is a full-service accounting firm that serves individuals and businesses in Highlands Ranch and the surrounding areas. Although mainly focused on tax, accounting, and QuickBooks services for businesses, the firm also assists private individuals with personal financial planning, retirement planning, estate planning, and elder care matters. Business owner clients praise Jeanne M. Adams for preparing their financial documents in a timely manner and simplifying complex accounting and tax matters for them.

Jenkins Wealth is a wealth management firm that offers comprehensive services to the Highlands Ranch metro. The company helps clients in protecting their money through services such as wealth management, retirement planning, and guidance on life insurance and long-term care. Its professionals, led by CEO Brad Jenkins, assist clients in growing their money by creating investment management plans and strategies. Jenkins, a Certified Financial Planner, has more than two decades of experience in the insurance industry.

Miller & Associates CPAs, LLC, offers personal finance and tax preparation assistance to clients in Highlands Ranch. It provides financial guidance to help increase its customers' equity position and to reduce their tax liabilities. The agents of the company look into their financial goals and craft plans they can follow and implement. They also teach their clients about tax, financial, estate planning, as well as college savings plans. President Mike Miller, who has been a CPA since 1997, is an American Institute of Certified Public Accountants member.

Morgan Rosel offers financial planning and wealth management services to clients in Highlands Ranch. The firm delivers estate and tax planning, real estate investment consulting, and small business advisory. It provides financial guidance to high net worth families and individuals, recipients of inheritances or pension lump sums, and employees nearing retirement. Managing partner David Morgan is a CFP who worked for large firms on Wall Street for over 20 years.

OneDigital serves clients in Highlands Ranch and the surrounding communities. The company provides financial planning services such as retirement plan consulting and wealth management. It supports individuals and families with cash flow management, savings strategies, and investment allocations and recommendations. It also guides business owners with investment management, vendor analysis and benchmarking, and financial wellness initiatives. Adam Bruckman, the president and chief executive of the company, obtained the CEO Leadership Award from the Institute for HealthCare Consumerism in 2012.

Paller Financial is a company that caters to the needs of clients in Highlands Ranch and the neighboring communities. It handles a wide range of services, including financial planning and analysis, investment management, small business advising, retirement planning, and tax preparation and management. The firm also assists with the sale of real estate properties and businesses. Paller Financial was established in 1992. Its founder, Mark Paller, is a Certified Financial Planner and certified public accountant.

Personal Financial Management is a firm that serves clients in Highlands Ranch. It offers personalized wealth management solutions to individuals, families, and businesses. The firm's financial advisors are equipped to assist clients through the process of understanding and applying strategies to develop and protect their finances and assets. They handle retirement, investment, and tax planning matters. The firm's managing director and head of personal financial management, Joe Duran, is a member of the Consumer and Wealth Management Inclusion and Diversity Council.

Tucker Financial is an investment advisory firm that caters to individuals and families in the Highlands Ranch metro. It provides an array of risk management solutions, which include comprehensive retirement planning and income tax analysis. The company also helps clients process their long-term care benefits and insurance protection plans. Its financial advisors create customized plans suited to customers' needs. Tucker Financial has been in business for two decades. Its president, Darren Petty, is a Retirement Income Certified Professional and a Certified Financial Planner.

Vertex Financial Group is a residential mortgage provider serving Highlands Ranch. Its loan advisors offer advice to help clients determine the best refinancing options based on their unique situations. Among the refinancing choices available are investment property, primary residence, and second home. They also assist clients regarding loans and help them navigate the complex process of buying a home. They also work with various mortgage lenders and offer various packages to help determine the type of loan.

Wealth Strategies is a team of financial advisors that serves the residents of the Highlands Ranch metro. The team offers a wide range of financial services designed for each client's goals and needs. With over 30 years of industry experience, these advisors assist individuals and families with retirement planning and life insurance strategies. They remain active in giving back to the community by supporting various endeavors, such as Project Angel Heart's 2021 Virtual Summer Cereal Drive and Bike for Multiple Sclerosis.