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2024

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Best Financial Advisors in Denver, CO

Our Recommended Top 17

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 Denver Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

154Reviewed

99Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Denver, CO
WebsiteLicense: 169576

Expertise.com Rating

Review Sources

Google
4.1 (9)

Why choose this provider?

Venturi Private Wealth is a management firm committed to delivering unbiased advice to Denver residents. For over eight years, it has been providing wealth management solutions to help people achieve their financial goals. The team caters to CEOs, corporate executives, business owners, founders, and ultra-high-net-worth families seeking financial planning services. It assists clients in monitoring their progress, establishing priorities, and analyzing cash flow needs. In 2023, the firm received the Best-in-State Wealth Advisor Award from Forbes.

  • Equity Compensation Planning
  • Trust and Estate Planning
  • Private Foundation Management
  • Alternative Investments
  • Private Wealth Advisor
  • Charitable Giving Strategies
  • Investment Management
  • Tax Planning
  • Business Exit Planning

Denver, CO 80237

Expertise.com Rating

Why choose this provider?

Founded in 1990, Janiczek Wealth Management exclusively tailors their comprehensive wealth and investment management to ultra-high net worth investors and high net worth investors. The firm understands that each client’s circumstances and goals are different and work to offer specialized plans for sophisticated or more complex financial situations. Their mission is to utilize all their resources and knowledge while remaining a “beacon of light” to benefit the prosperity, wealth mastery, and investment of each client to make their lives significantly better. The company specializes in liquidity events, wealth management, financial planning, peak earnings stage, investment management, retirement planning, and more.

  • Specialties
  • Retirement Planning
  • Wealth Management
  • Portfolio Management
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Denver, 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
  • Retirement Planning
  • Investment Management
  • Financial Planning

44 Cook Street, Denver, CO 80206

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

IMPACTfolio® is a full-service financial advisory firm that serves clients in Denver and nationwide. The company incorporates triple bottom line investing, in which they seek environmental, social, and financial returns for all advisor-managed assets. IMPACTfolio® provides holistic financial planning and investment management services for a flat annual retainer fee instead of charging a percentage fee on assets under management. As fee-only fiduciaries, they believe this fee structure helps best reduce conflicts of interest in serving their clients. IMPACTfolio® advisors have been featured on Forbes, CNBC, U.S. News and 9News.

  • Certified Financial Planner (CFP)

Denver, CO 80209

Expertise.com Rating

Review Sources

Yelp
5.0 (2)

Why choose this provider?

Founded in 2007 by Kristi Sullivan, Sullivan Financial Planning, is based in Denver and serves the surrounding regions with over 16 years of experience. They focus on each client’s unique financial situations and needs to ensure the best advice and recommendations. They work on fee-based services that are meant to ensure customers don’t receive a sales pitch for insurance or investments as well as a lack of conflict of interest from a possible commission. The company provides services that include financial planning for wealth managers, financial wellness classes, and personal financial planning packages. Kristi is a Certified Financial Planner™ and a member of the Woman’s Estate Planning Council, The Alliance of Professional Women, the Financial Planning Association, and the Denver Alumnae of Chi Omega.

Denver, CO 80246

Why choose this provider?

Located in Denver and founded in 2010, Wisdom Wealth Strategies focuses on building a professional and personalized relationship with each client that is based on trust, respect, and a genuine concern for their well-being and their unique needs. The company offers services that include personalized investment approaches, efficient tax strategies, risk management techniques, and more.

385 Inverness Pkwy Ste 105, Englewood, CO 80112

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Dodds Wealth Management Group is a financial planning firm serving clients throughout the Denver metro area. Founded in 1991, it provides personalized financial services, including planning, investment management, tax strategy, and estate planning. The firm's team of financial advisors has over 28 years' experience helping individuals grow and protect their wealth through savings and investments. It offers clear, understandable advice and creates clients' a realistic, workable financial plan customized to them.

7807 East Peakview Avenue, Centennial, CO 80111

Expertise.com Rating

Review Sources

Yelp
4.0 (6)

Why choose this provider?

Dechtman Wealth Management is an independent financial advisory firm that serves the residents of Denver and its surrounding areas. It offers a wide range of services such as investment management, which includes portfolio management, rebalancing, and asset allocation. Other available options include financial planning, estate planning, and Medicare planning. In addition, the family-owned business’s team of professionals provides tax reduction strategies and Social Security benefits analysis. Dechtman Wealth Management has over 30 years of industry experience.

  • Certified Financial Planner (CFP)

1290 Broadway, Denver, CO 80203

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

GHP Investment Advisors, Inc., caters to clients in Denver and the surrounding communities. It helps individuals achieve their financial goals by offering a wide range of services, including education, estate, income tax, and retirement planning. Additionally, it provides insurance reviews and investment management services, such as asset valuation analysis, cash flow and income statements examination, and economic risks evaluation. Brian J. Friedman, a co-founder, holds various designations, including Certified Business Economist and Chartered Financial Analyst.

  • Certified Financial Planner (CFP)

101 University Boulevard, Denver, CO 80206

Expertise.com Rating

Review Sources

Google
4.0 (13)

Why choose this provider?

Trilogy Financial is a national financial advising firm. Its Denver office provides services such as wealth management, retirement planning, and insurance options. It can also assist clients in preparing education and college plans, educating them about prepaid tuition plans and available scholarship options. Moreover, its staff aids them in applying various investment and estate planning strategies. Mike Broker, chief strategy officer of the Denver location, authored Fit Financial Approach, a book about how to improve health and wealth.

  • Certified Financial Planner (CFP)

1345 South Broadway, Denver, CO 80210

Expertise.com Rating

Review Sources

Google
5.0 (83)
Yelp
5.0 (1)

Why choose this provider?

Colorado Wealth Group is a financial advisory firm that offers its services in Denver and the neighboring areas. The company analyzes every financial situation and develops strategies to help meet specific goals. Its consultants assist with risk mitigation, tax reduction strategies, cash flow optimization, and retirement income planning. It also provides insurance planning, investment management, and business consulting. Colorado Wealth Groups' founder, Steven Harp, is a certified financial planner, chartered financial consultant, and chartered life underwriter.

  • Certified Financial Planner (CFP)

4600 South Ulster Street, Denver, CO 80237

Expertise.com Rating

Review Sources

Google
5.0 (32)

Why choose this provider?

Transitions Wealth Management, LLC, is a financial advisory firm that has been catering to clients in Denver and the surrounding communities since 1999. It offers a wide range of services, including asset allocation analysis, investment cost basis research and reporting, retirement plans analysis and education, savings strategies, and Social Security planning. It also provides financial aid application assistance. Bruce Bendell, the founder, is a Personal Financial Specialist who has been working in the financial services industry since 1990.

  • Certified Financial Planner (CFP)

1401 17th Street, Denver, CO 80202

Expertise.com Rating

Review Sources

Google
5.0 (25)

Why choose this provider?

Maia Wealth is a consulting and advisory firm that aids individuals from Denver and other nearby locations. The independent company offers financial planning for accredited investors, business owners, and individuals with multigenerational wealth. Its team of certified financial planners provides assistance with philanthropy, tax planning, estate planning, risk management, and investment management. The business works with accountants, wealth managers, and attorneys to address possible issues that may arise. Maia Wealth is a Registered Investment Advisor (RIA).

  • Estate Planning
  • Tax Planning

8333 Ralston Road, Arvada, CO 80002

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

Aspen Wealth Strategies is an investment advisory firm serving clients in Denver. It offers asset management solutions, including asset allocation, diversification, risk analysis, and trust services. Clients can also utilize its Riskalyze app, a financial planning and investment probability software. Retirement, estate, and tax planning services are also available. The firm's founder, Andy McClaflin, is an Accredited Asset Management Specialist and a Chartered Retirement Planning Counselor. He has been in the financial services industry since 2002.

  • Certified Financial Planner (CFP)

Attorney Information

Attorney NameBar StatusExperience
Andy Mcclaflin - Founder & ChairmanActive15 yrs

700 17th Street, Denver, CO 80202

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

Beacon Pointe is an independent registered investment advisory firm that caters to clients in Denver. Its private wealth management services include determining the appropriate asset allocation and designing customized investment portfolios and monitoring investments on an ongoing basis and making adjustments as necessary. It also provides retirement planning services and consultations for institutions. The firm has been in the business since 2002, and it has 25 offices across the USA. It has been added to the list of the 2021 Best-in-State Wealth Advisors by Forbes.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Denver, CO
WebsiteLicense: 313718

Why choose this provider?

Blackbird Finance is an advisory firm that caters to the people of Denver and the surrounding areas. Its consultants support clients in developing sound financial practices and help them have a better understanding of the fundamentals of their personal finances. They also provide their clients with financial planning techniques to manage their income and investments to prepare them for retirement. Nathan Mueller, the company's founder, is an MBA degree holder who works as a financial planner, life coach, and independent registered investment advisor.

257 Fillmore St, Suite 200, Denver, CO 80206

Expertise.com Rating

Review Sources

Google
4.3 (11)

Why choose this provider?

Crestone Capital is an independent financial advising firm. It provides its various services to individuals and business owners in Denver and nearby areas, helping clients secure their legacies and build diversified long-term portfolios through its investment strategy and management solutions. The agency also takes on matters involving family education, asset protection, cash flow management, liquidity planning, consolidated performance reporting, and balance sheet aggregation. Crestone Capital has been in the industry for more than three decades.

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Venturi Private Wealth
Denver, COVisit Website
Janiczek Wealth Management
Denver, CO 80237Call us to learn more.
SmartAdvisor by SmartAsset
Denver, COFree Consultation
Impactfolio
44 Cook Street, Denver, CO 80206
Sullivan Financial Planning, LLC
Denver, CO 80209
Wisdom Wealth Strategies
Denver, CO 80246
Dodds Wealth Management Group
385 Inverness Pkwy Ste 105, Englewood, CO 80112
Dechtman Wealth Management
7807 East Peakview Avenue, Centennial, CO 80111
GHP Investment Advisors, Inc.
1290 Broadway, Denver, CO 80203
Trilogy Financial
101 University Boulevard, Denver, CO 80206
Colorado Wealth Group
1345 South Broadway, Denver, CO 80210
Transitions Wealth Management, LLC
4600 South Ulster Street, Denver, CO 80237
Maia Wealth
1401 17th Street, Denver, CO 80202
Aspen Wealth Strategies
8333 Ralston Road, Arvada, CO 80002
Beacon Pointe
700 17th Street, Denver, CO 80202
Blackbird Finance
Denver, CO
Crestone Capital, LLC
257 Fillmore St, Suite 200, Denver, CO 80206

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.

  • How much money should you have to consider hiring a financial advisor in Denver?

    Usually, having around $50,000 to $500,000 can be an adequate amount to start considering the services of a financial advisor in Denver. Most of the time, the amount of money that can be approved and the amount you must have before you start having investment payoffs would be the basis of your decision. Some financial advisors require a minimum amount threshold. Wealth managers typically need as least $100,000 while Certified Financial Planners can help you if you have less than $25,000.

  • Why are custodial Roth IRAs an ideal investment for children in Denver?

    Custodial Roth IRAs benefit children in Denver because they can invest money tax-free through the years. These can also be withdrawn at any time without incurring penalties. No age limit is required, but an adult must open and manage the account until the child legally becomes an adult. Do note that opening an account may take as fast as 15 minutes.

  • How can a fiduciary financial advisor in Denver help you?

    A fiduciary financial advisor in Denver is legally required to act in good faith and serve the client's best interests. They have to do this if they may not earn more when making a recommendation. They are also obligated by law to disclose investment information and any conflicts of interest.

  • What are some considerations involved when a Denver individual's finances are being planned?

    First, a comprehensive analysis of the individual's financial situation in Denver will be conducted. Next, the financial needs and goals will be assessed to create an action plan designed to improve the individual's financial situation within the next five years. A long-term plan will also be put together, which can include saving for retirement, investing, and putting away money for the children's college education. Matters such as tax reduction, estate planning, asset protection, insurance, and disability would also need to be considered.

  • How can you get updated about the latest financial scams in Denver?

    Send an email to the Denver District Attorney’s Office at amc@denverda.org. The office provides alerts on the latest financial scams. The Colorado Attorney General’s Office also issues publications on fraud. There are different types of financial scams and these may involve insurance, investment, and real estate. If you suspect fraud, get in touch with this office: Office of the Attorney General Consumer Protection Section Colorado Department of Law Ralph L. Carr Judicial Building 1300 Broadway, 7th Floor Denver, CO 80203

  • 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.