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2024

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Best Financial Advisors in Centennial, CO

Our Recommended Top 15

We did the research for you!

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

40Reviewed

30Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

7001 E Belleview Ave Ste 800, Denver, CO 80237
WebsiteLicense: 312325

Expertise.com Rating

Review Sources

Google
4.9 (11)
Yelp
1.0 (3)

Why choose this provider?

EdgeRock is a financial services firm catering to individuals, families, and businesses in the Centennial area. Its team of financial advisors creates personalized retirement plans tailored to each clients' goals and circumstances. Its working process involves designing various strategies for withdrawal and savings positioning and accounting for planned and unplanned expenses. The team also manages customers' investments. EdgeRock supports multiple charities, including Junior Achievement and Habitat for Humanity. Its president, Kyle O'Dell, is a Certified Exit Planning Advisor with over 20 years of experience.

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Centennial, CO
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

385 Inverness Parkway, Suite 130, Englewood, CO 80112

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Established in 2005 by Grier S. Laughlin, Quintus Financial Services serves clients in Centennial and its surrounding areas. It provides a wide array of financial planning and wealth management services, including financial planning, retirement planning and analysis, and 401K services. Chester A. Wallace, one of the firm's managing partners, has 20 years of experience in the financial and wealth management industry. Wallace teaches his clients to focus on asset growth through investment returns and savings designed to withstand market downturns.

  • Certified Financial Planner (CFP)

2305 E. Arapahoe Rd., Suite 235, Centennial, CO 80122

Expertise.com Rating

Review Sources

Google
4.0 (4)

Why choose this provider?

Front Range Financial is a full-service consulting firm that caters to families and individuals in the Centennial metro. It offers comprehensive wealth management solutions, including tax reduction and investment planning and portfolio and asset management. The independent company also offers social security maximization planning and asset protection services. In addition, its financial advisors assist clients in obtaining disability and long-term care insurance policies. Founder and managing director Lex Hackley is a member of the FINRA.

  • Financial Planning
  • Wealth Management

3939 East Arapahoe Road Suite 100, Centennial, CO 80122

Expertise.com Rating

Why choose this provider?

Aspen Wealth Management Inc. provides its services for clients around Centennial. Its advisors help implement comprehensive financial plans, whether it involves estate and tax planning, risk management, investment strategies, or cash flow analysis. They calculate risk tolerance and time horizons in order to create a plan that addresses both a client's short and long-term goals. The firm is affiliated with LPL Financial, which is recognized as one of the country's top leading financial services companies.

  • Finance Planning

5105 DTC Parkway Suite 310, Greenwood Village, CO 80111

Expertise.com Rating

Review Sources

Google
5.0 (65)

Why choose this provider?

Colorado Financial Advisors has been serving clients in Centennial since 1990. It helps with retirement planning, which aims for stable and guaranteed income to cover expenses even after leaving the workforce. The firm also creates financial plans that help people meet their goals and offers asset management services for portfolios that suit an individual's budget and risk tolerance. The company offers life insurance and Medicare Supplements for clients at least 65 years old. One of its financial advisors, Mike Nekoorad, is a Certified Financial Planner.

  • Insurance Products
  • Retirement Planning

5299 DTC Boulevard Suite 1350, Greenwood Village, CO

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Denver Wealth Management, Inc. (DWM) is an independent full-service financial advisory firm that lists Centennial as one of its service areas. The firm provides financial planning services tailored to each client's long-term financial goals and current lifestyle. Using the Summit Investment Process®, a proprietary process in investing, DWM designs investment portfolios based on the fundamentals of the market sector and specific companies. Managing principals Blair Braden, Certified Financial Planner®, and Zachary Bouck, Certified Investment Management Analyst®, co-found DWM in 2012. Zachary Bouck was a 2021 recipient of InvestmentNews' 40 Under 40.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management

7400 E. Orchard Rd., Suite 2500 N, Greenwood Village, CO 80111

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Evergreen Private Wealth provides solutions for the financial concerns of clients in Centennial. It comprises a network of financial advisors who develop a plan that meets clients' distinct long and short-term financial goals. The team offers tailored investment solutions to help clients achieve financial objectives while also taking into account risk tolerance. The professionals also help plan, manage, and stress-test clients' retirement income needs. Co-founder Steven Bowes focuses on serving the wealth management needs of small business owners and high-net-worth individuals.

  • Retirement Planning
  • Financial Planning

6860 S. Yosemite CT. # 2000, Centennial, CO 80112

Expertise.com Rating

Review Sources

Google
4.6 (70)
Facebook
4.6 (9)

Why choose this provider?

Become the Banker is a family-owned financial planning firm serving clients in the Centennial area. It works with clients to develop a financial strategy that will increase their wealth without relying on bonds, stocks, or mutual funds. The firm also serves as a financial school that provides continuing education and pre-licensing education credits for insurance representatives and financial advisors. Joseph Quijano, a financial advisor at Become the Banker, is a Certified Financial Planner with more than 40 years of experience in the industry.

  • Finance Planning

7807 E Peakview Ave #410, Centennial, CO 80111

Expertise.com Rating

Review Sources

Google
5.0 (90)
Yelp
3.6 (8)

Why choose this provider?

Dechtman Wealth Management is a fiduciary financial advising firm that serves retirees, business owners, professionals, and institutions in Centennial and neighboring areas. Its team of financial advisors holds Certified Financial Planners and helps clients reduce taxes, optimize income, and obtain smart investment through its wide range of services. These include financial planning, investment management, tax planning, estate planning, Medicare planning, and social security planning. The firm has been featured on CNBC, NBC News, and Forbes.

  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

6896 South Cook Way, Centennial, CO 80122

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Christopher Lee Financial, LLC, is a financial management firm serving the community of Centennial and the surrounding areas. It offers a variety of financial planning services, including investment analysis, tax planning, cash flow analysis, and wealth transfer and legacy planning. It also specializes in retirement planning and rollover assistance. Its founder, Chris Kolker, has been a licensed securities representative for more than two decades. He is a former high school social studies teacher.

  • Retirement Planning
  • Investment Management
  • Financial Planning

8400 E. Prentice Avenue Suite 1125, Greenwood Village, CO 80111

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Prosperion Financial Advisors serve clients in Centennial and its surrounding areas. It provides a comprehensive lineup of financial services and wealth management programs, including retirement planning, investment management, estate planning, and tax planning services. The company is divided into five distinct teams, each with its own wealth and financial management expertise and processes. This enables each team member to provide tailored solutions for each client while collaborating with other advisors to obtain relevant financial advice and other useful strategies. 

  • Certified Financial Planner (CFP)

8400 E. Prentice Ave, Suite 1360, Greenwood Village, CO 80111

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Tandem Financial provides its services to the locals of Centennial and the surrounding areas. This full-service financial advisory firm helps clients organize, manage, and grow their money no matter the stage of life or situation. It deals with cash flow planning, financial independence, estate planning, insurance analysis, student loans, and tax planning. Michael Franklin and Ryan Erickson co-founded the firm in 2015. It currently has over 75 years of combined experience in the financial services industry.

  • Certified Financial Planner (CFP)

4600 S Ulster St #1200, Denver, CO 80237

Expertise.com Rating

Why choose this provider?

Capstone Partners is a wealth management firm that serves clients in Centennial. It focuses on helping individuals, families, and businesses plan and implement financial strategies designed to improve and protect their assets. The firm's financial advisors guide clients through the rigorous process of curating retirement, philanthropy, and investment plans. Additionally, they help choose insurance policies that are suitable to clients' objectives and finances. The firm's website features articles on financial literacy.

  • Certified Financial Planner (CFP)

6400 S Fiddlers Green Cir #250, Greenwood Village, CO 80111

Expertise.com Rating

Review Sources

Facebook
5.0 (13)
Google
5.0 (11)

Why choose this provider?

Four Points Wealth Management is a firm that serves clients in Centennial. It offers tailored financial solutions to individuals, families, and businesses. The firm's financial advisor and owner, Taylor Leary, is equipped to assist clients through the process of planning and implementing strategies designed to elevate clients' assets, investments, and wealth. He also provides legacy planning, retirement preparation, risk management, and tax planning services. Leary has been in the financial advisory industry for over 12 years.

  • Tax Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
EdgeRock Wealth Management
7001 E Belleview Ave Ste 800, Denver, CO 80237Call for Quote
SmartAdvisor by SmartAsset
Centennial, COFree Consultation
Quintus Financial Services
385 Inverness Parkway, Suite 130, Englewood, CO 80112
Front Range Financial
2305 E. Arapahoe Rd., Suite 235, Centennial, CO 80122
Aspen Wealth Management Inc
3939 East Arapahoe Road Suite 100, Centennial, CO 80122
Colorado Financial Advisors
5105 DTC Parkway Suite 310, Greenwood Village, CO 80111
Denver Wealth Management Inc
5299 DTC Boulevard Suite 1350, Greenwood Village, CO
Evergreen Private Wealth
7400 E. Orchard Rd., Suite 2500 N, Greenwood Village, CO 80111
Become the Banker
6860 S. Yosemite CT. # 2000, Centennial, CO 80112
Dechtman Wealth Management
7807 E Peakview Ave #410, Centennial, CO 80111
Christopher Lee Financial, LLC
6896 South Cook Way, Centennial, CO 80122
Prosperion Financial Advisors
8400 E. Prentice Avenue Suite 1125, Greenwood Village, CO 80111
Tandem Financial
8400 E. Prentice Ave, Suite 1360, Greenwood Village, CO 80111
Capstone Partners
4600 S Ulster St #1200, Denver, CO 80237
Four Points Wealth Management
6400 S Fiddlers Green Cir #250, Greenwood Village, CO 80111

FAQs

  • 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.

  • What happens if you inherit your spouse’s Individual Retirement Account in Centennial?

    If your spouse has passed away, you may inherit his or her Individual Retirement Account (IRA) in Centennial. You may choose to combine your spouse’s IRA into your own IRA, which requires less paperwork and only one distribution schedule. You may also choose to keep your spouse’s IRA and your IRA separately. However, this will require two separate distribution schedules, and the distributions are income taxable to you.

  • What is the required distribution age in Centennial?

    The required distribution age in Centennial is 73. This is also known as the required beginning date (RBD) for individuals to make distributions. However, the required distribution age changes from time to time. Having a certified financial advisor can help individuals develop a financial plan that works for them and their current situation.

  • How much is the penalty tax for an inherited Individual Retirement Account in Centennial?

    There is no penalty tax for an inherited Individual Retirement Account (IRA) in Centennial. This means that any surviving spouse under the age of 59 ½ who has inherited a decedent’s IRA may choose to make distributions from an inherited IRA without the 10% penalty tax and income taxes owed by the decedent.

  • What makes you qualified for a tax-free and penalty-free withdrawal of earnings from a Roth IRA in Centennial?

    To qualify for a tax-free and penalty-free withdrawal of your earnings from your Roth IRA in Centennial, you must be at least 59 ½ years old and must have been making contributions to your Roth IRA for at least five years. You can also withdraw earnings without owing any taxes and penalties from an inherited Roth IRA.

  • Where can you get your retirement income in Centennial?

    Your retirement income in Centennial may come from a variety of sources. These include Social Security, your workplace retirement savings plan, your individual retirement account, your personal retirement savings and investments, and your defined benefit plan like the 401(k), 403(b), and 457 plans. You may also get your retirement income from continued employment or business after retirement.

  • 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.