Laurels

Best Financial Advisors in Longmont
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Longmont Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 32 23 11

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Ambient Financial Advisors

  • Finance Planning

Ambient Financial Advisors serves individuals and families in the Longmont area. It uses the program, WealthVision, as a central hub for clients' financial data, allowing the company and clients to set financial goals according to the data and stress test them using hypothetical situations. It also offers investment management, offering socially responsible investments through environmental, social, and governance portfolios. Founder Jeffrey D. Hill holds the Certified Financial Planner designation. He is a member of the Colorado Financial Planning Association.

2919 Valmont rd. Suite 109
Boulder, CO 80301

Website

Eagle Peak Wealth Management

  • Retirement Planning
  • Finance Planning

Eagle Peak Wealth Management has been providing financial advisory solutions to the locals of Longmont for more than 15 years. The firm goes through a comprehensive process with its clients to manage their financial life while creating a long-term plan customized to their needs. Some of the services the firm assists with are retirement planning, risk management, business planning, taxation, wealth accumulation, and estate planning. Tim Menefee, its financial advisor, is an Accredited Asset Management Specialist.

600 Longs Peak Avenue, Suite A
Longmont, CO 80501

Website

Gold Medal Waters

  • Estate Planning

Gold Medal Waters is a financial advisory firm that caters to the residents of Longmont. The firm offers comprehensive or ad hoc financial plans and implementation strategies for medical professionals and high-income individuals. Its professional advisors help develop spending and budgeting policies, Social Security maximization strategies, and investment portfolios. These advisors hold designations such as Certified Financial Planners and Certified Investment Management Analysts. Gold Medal Waters is a member of the National Association of Personal Financial Advisors.

4551 13th Street, Unit C
Boulder, CO 80304

Website

Vivant Financial Services

  • Wealth Management

Vivant Financial Services offers investment guidance and financial planning services to families, retirees, and business owners in Longmont. Its scope of work ranges from helping individuals and businesses use tax-reduction strategies in their financial dealings to assisting senior citizens in incorporating assets like pension and real estate into their retirement plans. Estate planning services are also available. Company president Ryan L. Mason holds the Accredited Asset Management Specialist designation from the College for Financial Planning.

940 Kimbark St
Longmont, CO 80501

Website