Best Financial Advisors in Lakewood

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Ann Vanderslice logo

Ann Vanderslice

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

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.

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BAM Advisory Group logo

BAM Advisory Group

165 South Union Boulevard, Lakewood, CO 80228
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  • Certified Financial Planner (CFP)

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.

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Bason Asset Management logo

Bason Asset Management

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

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.

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Colorado Wealth Group logo

Colorado Wealth Group

1345 South Broadway, Denver, CO 80210
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  • Certified Financial Planner (CFP)

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.

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Doleman Wealth logo

Doleman Wealth

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

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.

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Fair Advisors logo

Fair Advisors

200 Union Boulevard, Lakewood, CO 80228
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  • Estate Planning

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.

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Financial Security Management logo

Financial Security Management

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

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.

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Hinds Financial Group logo

Hinds Financial Group

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

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.

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Irving Planning & Investments, Ltd. logo

Irving Planning & Investments, Ltd.

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

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.

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Moneta logo

Moneta

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

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.

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Northwestern Mutual logo

Northwestern Mutual

825 Simms Street, Lakewood, CO 80401
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  • Estate Planning
  • Retirement Planning

Northwestern Mutual is a wealth management firm that has been serving individuals, families, and businesses in Lakewood and the surrounding areas for more than 160 years. It helps clients take hold of their financial future through long-term financial planning, life insurance, retirement income planning, and estate planning. The firm also provides investment strategies, wealth management, and business risk management services. Financial advisor Jeremy C. Sarby has been representing Northwestern Mutual since 2016.

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Personal Benefit Financial logo

Personal Benefit Financial

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

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.

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Progress Wealth Management logo

Progress Wealth Management

12183 W 57th Ln, Arvada, CO 80002
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  • Estate Planning
  • Financial Planner
  • Tax Mitigation
  • Investing
  • High Net Worth Estate Planning
  • Medicare Specialist
  • Retirement and Estate Planning
  • Finance Planning
  • Investment and Financial Planning
  • Personal Wealth Advisor
  • Financial Planning
  • Pre-Retirement Planning
  • Fiduciary
  • Tax Preparation
  • Retirement Planning
  • Investment Advisory
  • Wealth Management
  • Business Succession Planning
  • Investment Strategies
  • Custom Financial Planning
  • Investment Advisor
  • Equity Compensation Planning
  • Comprehensive Financial Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)
  • Investment Management
  • Tax Planning
  • Business Formation
  • Business Tax Preparation

Progress Wealth Management is an independent financial planning firm that assists individuals in Lakewood. It helps clients plan for their financial futures providing specific recommendations to help them save money on taxes today and in the future. It advises on managing their investments more prudently and avoiding mistakes as they create their financial futures. Founder Blaine Thiederman has spent over ten years in financial planning, is a fiduciary, a CFP, and a non-commissioned professional.

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Summit Wealth Group logo

Summit Wealth Group

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

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.

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Tyler Freeman logo

Tyler Freeman

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

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.

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Western Wealth Advisors logo

Western Wealth Advisors

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

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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