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Best Financial Advisors in Lakewood

2023

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Website
Lakewood, CO
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

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

848-BookPro
Lakewood, CO

Why choose this provider?

Need help contacting a Financial Advisor in Lakewood? 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
1345 South Broadway, Denver, CO 80210
  • Certified Financial Planner (CFP)

Why choose this provider?

Colorado Wealth Group is a wealth management and financial planning firm serving Lakewood and surrounding communities. It offers a wide range of services to individuals, families, and businesses including financial planning, investment management, insurance planning, and business consulting. The process includes an initial consultation, a data-gathering process, and proposal creation for financial planning engagement. The firm's director of financial planning, Jacob Ray, has been working in the financial services industry for more than eight 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.
4.0
Google
4.0 / 5 (60)
Yelp
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
200 Union Boulevard, Lakewood, CO 80228
  • Estate Planning

Why choose this provider?

Fair Advisors is a financial planning firm that serves clients across the Lakewood metro. It works with non-profit organizations and individuals to meet their financial goals. The firm educates clients on financial concerns related to retirement, education, and healthcare. Its managing partner, Carol Fabbri, has over 15 years of experience in the financial industry and is the author of "Personal Investing: The Missing Manual." She is also the founder of the financial literacy organization Fair Advisors Institute.

Website
2535 South Lewis Way, Lakewood, CO 80227
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Financial Security Management, Inc., is a financial services company catering to clients' needs in Lakewood and the surrounding areas. The firm supports individuals and businesses in reaching their long-term financial goals. Its financial advisors guide clients throughout the investing process, from setting their goals to adjusting their financial plans to their needs. The team also offers tax preparation, tax planning, and real estate services. The company started in 1995 as a boutique tax services business. One of its owners, Jeff Larkin, is an Enrolled Agent.

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.
3.7
Google
4.0 / 5 (10)
Yelp
1.0 / 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
165 South Union Boulevard, Lakewood, CO 80228
  • Certified Financial Planner (CFP)

Why choose this provider?

BAM Advisory Group has been providing insurance and retirement planning services to clients in Lakewood for over 20 years. Its financial planning services include estate preservation, retirement income planning, Social Security planning, 401(k) planning, tax mitigation, and tax-free income strategies. The firm also assists with investments, such as mutual funds, variable annuities, traditional IRA, Roth IRA, and bonds. David Afraimi, an investment advisor representative at BAM Advisory Group, started his career in 1999 and has the Certified Financial Fiduciary and Certified Tax Specialist designations.

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
11580 West Virginia Avenue, Lakewood, CO 80226
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Tyler Freeman is a Certified Financial Planner affiliated with Waddell and Reed Financial Advisors. Serving Lakewood, he helps clients plan their finances, which starts with a financial review and then analyzes the data using a personal financial planning website. He then provides recommendations and assists in implementing the plan to achieve their financial goals, whether for wealth accumulation, retirement purposes, and family legacy. Before being a financial advisor, Tyler worked on a volunteer assignment in Bolivia.

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
141 Union Boulevard, Lakewood, CO 80228
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Hinds Financial Group serves the Lakewood metro and neighboring communities. The firm offers a wide array of services, such as estate planning guidance, beneficiary designations reviews, income structuring strategies, investment analysis and management, and retirement income projections. It caters to various clients, including attorneys, business owners, corporate executives, and physicians. Cynthia Hinds, the president, has been in the financial services industry since 1974. She holds several designations, including Chartered Financial Consultant and Chartered Life Underwriter.

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
870 Kipling Street, Lakewood, CO 80215
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Personal Benefit Financial (PBF) is a boutique advisory firm in Lakewood that offers wealth and investment management services. Its financial planners offer coaching and strategies that help individuals and investors obtain their set objectives. Furthermore, they assist in long-term care planning, risk management, the proper allocation of monetary assets, and investment choices. Their other planning procedures are for retirement professionals, students preparing for post-secondary education, and individuals with property or estate concerns. PBF has been assisting individuals and business owners for more than four decades.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3900 South Wadsworth Boulevard, Lakewood, CO 80235
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Irving Planning & Investments, Ltd., registered as an investment advisor, offers financial planning and solutions to residents of Lakewood. It serves business owners and individual investors, particularly those in the middle-income sector. The firm's services include building investment portfolios, financial reviews, tax planning, insurance assistance, charitable giving, and retirement planning. Its president, Michael Irving, has been in the financial services profession since 1981. He started his career assisting public school teachers in planning their retirement.

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 (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
355 South Teller Street, Lakewood, CO 80226
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Bason Asset Management is a financial advisor catering to clients in Lakewood and surrounding communities. It offers investment management services that include investment policy development and review, quarterly performance monitoring, portfolio rebalancing, discretionary asset management, and tax loss harvesting. The company also provides financial planning services, which cover retirement income, inter-generational asset transfers, college savings, integrated tax, and charitable gifts. James Osborne and McKenzie Ebbesen, its owners, are Certified Financial Planners. Bason Asset Management started in late 2012.

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 (1)

Website
141 Union Boulevard, Lakewood, CO 80228
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Summit Wealth Group caters to business owners, individuals, and families in Lakewood and its surrounding communities. It offers a wide range of financial planning services, including investment management, business advisory, college planning, risk management, tax planning, and cash flow analysis. In addition, it handles retirement planning, lifestyle coaching, and estate planning. Summit Wealth Group was established in 2002. Its CEO, Randy Morris, is a Chartered Financial Consultant and Certified Financial Planner. He has also served as the president of the Mississippi chapter of the Financial Planning Association.

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 (3)
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
200 Columbine Street, Denver, CO 80206
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Moneta is an independent registered investment advisor (RIA) that serves the Lakewood metro. It offers services to individuals and families such as asset protection, life transition planning, financial education, and cash flow management. Its Moneta Trust services include corporate trustee duties and trust distribution. The firm also assists businesses in their employee retirement plans with its education programs and fiduciary support services. Moneta placed in the Top 10 nationally in Barron's list of independent RIAs from 2018-2020.

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 (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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
300 Union Boulevard, Lakewood, CO 80228
  • Estate Planning
  • Tax Planning

Why choose this provider?

Doleman Wealth provides financial advisory services to clients in Lakewood and the surrounding areas. It specializes in estate and tax planning services to help individuals secure their properties and assets. It also guides clients in managing their income, debts, and savings to plan their retirement and meet their financial goals. Its owner, Kimberly Doleman, is a former military intelligence linguist interrogator at the U.S Army who has over 20 years of financial and healthcare experience.

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
440 Indiana Street, Golden, CO 80401
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Western Wealth Advisors is a financial planning company serving the needs of individuals in Lakewood. It counsels clients on financial assets such as variable and fixed annuities, mutual funds, individual stocks and bonds, and municipal and corporate bonds. Its services include wealth management, business planning, estate planning, retirement planning, and investment portfolio analysis. Chris Bruhl, a Western Wealth Advisors wealth advisor, is a Certified Financial Planner, a Chartered Life Underwriter, and a Chartered Financial Consultant.

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
1 Denver Federal Center, Lakewood, CO 80225
  • Certified Financial Planner (CFP)

Why choose this provider?

Ann Vanderslice is an independent financial services provider based in Lakewood. It performs federal benefits analysis to assess a client's financial capacity, including contributions, projected future values, and insurance coverages. It also helps with IRA legacy planning, life insurance, long-term care, tax efficiency, and retirement income strategies. Since 2000, president and founder Ann Vanderslice and her team have been helping individuals maximize their retirement plans. Vanderslice is a member of the International Association of Registered Financial Consultants.

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 (24)

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
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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 does 401(k) incur a tax penalty, and what are the circumstances for you to avoid it in Lakewood?

    Tax penalties are imposed in withdrawals of 401(k) before the retirement age to encourage owners to use it for their retirement income. You can avoid it in Lakewood by withdrawing the money if your age is over 59 and a half. Other penalty-free scenarios include becoming permanently disabled, getting laid off from your job, and needing financial support for medical, education, or foreclosure. It is better to consult a financial advisor since IRS has specific rules for each situation.

  • What is a Coverdell Education Savings Account, and how can it help Lakewood families?

    The Coverdell Education Savings Account (ESA) is named after Senator Paul Coverdell, the senator who sponsored the legislation. It aims for people to save for education purposes, which they can use to pay for tuition fees, equipment, and books. Coverdell ESAs can help families have a dedicated account for education savings. Additionally, the money gets tax-free increases and withdrawals, given it will be used for qualified expenses. Owners also have to control to invest it in stocks, mutual funds, and bonds.

  • How will you know if a financial advisor in Lakewood is a fiduciary?

    Financial advisors in Lakewood are fiduciaries if they are Registered Investment Advisors (RIAs). This means that they follow strict rules from SEC, including being fee-only advisors and not accepting commissions. Another indicator that financial advisers are fiduciaries is if they are an Accredited Investment Fiduciary (AIF). It is a professional designation that shows the advisor has met particular standards in order to obtain and retain the credentials.

  • Is investing in a real estate property better than stock investments in Lakewood?

    While both real estate and stock market assets have risks, investing in private real estate in Lakewood is better than relying solely on stock market assets. According to research conducted by Blackstone, portfolios with a 20% allocation to real estate and other alternative investments can perform better than those that focus exclusively on traditional means. However, investors must consider their overall liquidity, time horizon, and risk tolerance before investing in too much real estate, especially if it is not income-generating.

  • How is a thrift savings plan different from a 401(k) plan in Lakewood?

    Thrift savings plans (TSPs) are defined-contribution retirement plans for government employees and uniformed military personnel. This means that federal employees and uniformed service members in Lakewood are eligible for TSPs. They provide similar tax advantages to 401(k) plans but differ in investment options. 401(k) owners have a variety of investing options, whereas TSP has life cycle funds and five individual index funds.

  • 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.

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