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Best Financial Advisors in Fort Collins, CO

Our Recommended Top 18

We did the research for you!

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

49Reviewed

36Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Fort Collins, 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
  • Retirement Planning
  • Financial Planning

Fort Collins, CO

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Fort Collins? 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.

375 East Horsetooth Road, Fort Collins, CO 80525

Expertise.com Rating

Why choose this provider?

Financial Planning Fort Collins provides services to clients around the area. It specializes in investment management services to help clients improve their portfolios according to their financial needs and goals. With over 30 years of combined experience in the finance field, its team offers tax strategy services to assists individuals in preparing for their income tax. Financial Planning Fort Collins was founded by Jason Speciner, who has been in the financial industry since 2004.

  • Certified Financial Planner (CFP)
  • Tax Preparation

1136 East Stuart Street, Fort Collins, CO 80525

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Why choose this provider?

Focus Financial Strategies LLC is a team of wealth advisors that caters to individual and business clients in Fort Collins. It offers financial planning, estate planning, asset protection, charitable planning, and wealth management solutions. The company also provides disability and extended care needs. Its founder, William Hastings, has garnered experience in marketing, development, planned charitable giving, and estate planning through his 13 years of service in non-profit organizations. Focus Financial Strategies has been lending its expertise for over 25 years.

  • Insurance Products
  • Business Formation

215 West Oak Street Suite 720, Fort Collins, CO 80521

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Why choose this provider?

Dunnigan Financial Group is a wealth management firm that serves Fort Collins. It advises clients in the areas of financial planning, investment management, retirement planning, and estate planning. Its professionals also assist clients in developing customized plans to secure their investments, personal affairs, and finances. President and CEO Shawn W. Dunnigan holds an MBA with a concentration in financial institutions and markets. He is also a Certified Financial Planner with over three decades of experience.

  • Estate Planning
  • Retirement Planning

155 East Boardwalk Drive, Fort Collins, CO 80525

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

OakTree Financial Planning is a firm in Fort Collins that offers fee-only services for engineers. The company creates and manages investment portfolios that consider the clients' IRA, 403(b) and 401(k) plans, and taxable and investment accounts. The firm also assists its clients in areas related to insurance, taxes, and estate planning. OakTree Financial Planning is a member of the National Association of Personal Financial Advisors. It has worked with clients from Amazon, Google, Hewlett-Packard, and Schneider Electric.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

4703 East Boardwalk Drive, Fort Collins, CO 80525

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Retirement & Estate Advisors, Inc., provides services to clients in Fort Collins. It helps individuals and business owners pursue their short-term and long-term goals by offering financial, retirement, estate, charitable gifts, and health insurance planning services. It also caters to clients needing guidance in pension and profit sharing, college savings, and special needs plans. Its president and owner, Jeffery Fanning, is a licensed Investment Advisor Representative in Georgia, South Dakota, Idaho, Florida, and Wyoming.

  • Certified Financial Planner (CFP)

3711 John F Kennedy Parkway, Fort Collins, CO 80525

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Why choose this provider?

Impact Financial Strategies helps individuals, businesses, and not-for-profits in Fort Collins manage their finances. It offers business, retirement, and financial planning services to assist clients in control their wealth. It also handles charitable giving, trusts, and estate services to guide clients in the distribution of their legacy to their heirs or loved ones. One of its team members, Deborah Lacey, is a certified public accountant with over a decade of experience in the finance industry.

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

401 West Mountain Avenue, Fort Collins, CO 80521

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Why choose this provider?

Goldman Sachs Personal Financial Management has a team of financial advisors that serves Fort Collins. They help with the coordination and planning of family foundations, trusts, estates, and wealth transfers. They also advise clients on investment management, budgeting, retirement planning, as well as tax and accounting matters. One of the team's financial advisors, Quinn McElwee, has been in the financial services industry since 2000. Quinn is a Certified Financial Planner and previously worked for Merrill Lynch.

  • Certified Financial Planner (CFP)

1136 East Stuart Street, Fort Collins, CO 80525

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Established in 1984, JBA Wealth Management Group in Fort Collins provides clients with a selection of financial planning solutions. The company can guide clients in making financial plans that consider factors such as insurance and education. Its staff can also educate clients on available investment options that align with their financial goals. Melissa Dixon, one of the company's financial advisors, holds the certified financial planner designation. She has been working in the financial services industry for over a decade.

  • Certified Financial Planner (CFP)
  • Retirement Planning

2020 Caribou Drive, Fort Collins, CO 80525

Expertise.com Rating

Review Sources

Google
5.0 (1)
Facebook
5.0 (1)

Why choose this provider?

Trail Ridge Wealth Management is a financial advisory firm that serves the residents of Fort Collins and the surrounding areas. It helps clients attain their personal goals through financial planning, investment management, and tax and estate planning services. President and CEO Jeffrey B. Kadavy has been working in the financial services field for more than 15 years. He is a member of the Northern Colorado Estate Planning Council and the Professional Advisors Council of the Community First Foundation.

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

3665 John F Kennedy Parkway, Fort Collins, CO 80525

Expertise.com Rating

Review Sources

Facebook
4.2 (901)
Google
4.3 (6)
Yelp
1.0 (1)

Why choose this provider?

Founded in 1859, Northwestern Mutual is a mutual investment company providing customized financial solutions to Fort Collins residents. Its services include financial planning, long-term care planning, retirement planning, wealth management, and college saving plans. Its team of financial advisors and representatives creates strategic combinations of investment and insurance aligned with clients' financial goals. As of 2021, Northwestern Mutual ranks 90 on the Fortune 500 list. In addition, it was named one of the world's most admired companies by Fortune Magazine.

  • Retirement Planning
  • Insurance Products

760 Whalers Way, Fort Collins, CO 80525

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Why choose this provider?

The Planning and Investment Center, Inc., is a firm that serves clients in Fort Collins. It offers written financial plans for estates, taxes, and retirement. The company also provides investment products such as exchange-traded funds, stocks, bonds, annuities, and mutual funds. In addition, its team of professionals handles managed accounts, insurance planning and implementation, risk determination, and existing investment analysis. Stephen Everett, the company president has more than 35 years of financial planning experience. He is a member of the Financial Services Institute.

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

4025 Automation Way, Fort Collins, CO 80525-3446

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Wealth Management Associates Colorado caters to clients in Fort Collins who want to manage their wealth and finances. It offers several financial planning services to help individuals and business owners plan for their retirement, investments, insurance, estates, and lifestyle. It also develops business succession plans focusing on tax consequences, retirement projections, and business valuation and reconstruction. Its investment advisor representative, Jody J. Roth, is a graduate of Sociology and Justice degree and has been working in the finance industry since 1999.

  • Certified Financial Planner (CFP)

409 Mason Court, Fort Collins, CO 80524

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Wealth Management Group, LLC, is an independent financial advisory firm that services clients in the Fort Collins metro and surrounding areas. Its team of advisors helps clients manage their wealth through financial planning, education planning, retirement planning, and estate planning. In addition, the firm offers financial guidance regarding tax minimization and insurance analysis. Wealth Management Group, LLC, provides personalized advice and strategies suitable to each client's specific goals and needs. The firm's president, Brian Niemann, regularly volunteers to civic and charitable organizations.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Tax Planning

515 South Howes Street, Fort Collins, CO 80521

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Why choose this provider?

Mountain Wealth Financial Planners was established in Fort Collins in 2005. It offers financial planning services that involve goals and data gathering, analysis and evaluation, plan implementation, and monitoring. It uses a wealth management system called eMoney advisor, where clients can manage their assets, estate and retirement plans, cash flow models, and private documents. Founder Mitch O'Hare has been in the financial services industry since 2002. He is a Certified Financial Planner and a member of the Financial Planning Association.

  • Certified Financial Planner (CFP)

2601 South Lemay Avenue, Fort Collins, CO 80525

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Guidepost Financial Planning offers a wide range of wealth management services for individuals and families in Fort Collins and the surrounding areas. Its team of advisors provides recommendations on areas related to tax planning, investments, insurance, estate planning, retirement, and budgeting. Additionally, the company offers brief financial checkups for project-based planning. Guidepost Financial Planning is a NAPFA member. It gives back to the community by participating in various volunteer work for local non-profits and social groups.

  • Certified Financial Planner (CFP)

224 Canyon Avenue, Fort Collins, CO 80521

Expertise.com Rating

Review Sources

Yelp
4.2 (54)
Facebook
4.8 (32)
Google
5.0 (2)

Why choose this provider?

Chapel & Collins is an independent firm that has been serving clients in Fort Collins since 2006. It offers comprehensive financial planning services, including retirement, tax, education, and estate planning. It also develops customized investment plans based on goals, assets, and risks analysis; liquidity needs; tax implications; and time frame. Moreover, it recommends plan modifications based on economic and financial market shifts. The firm's founding partner, Dennis Collins, has been a financial advisor since 1996. He is also a Certified Financial Planner.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Fort Collins, COFree Consultation
Financial Planning Fort Collins
375 East Horsetooth Road, Fort Collins, CO 80525
Focus Financial Strategies LLC
1136 East Stuart Street, Fort Collins, CO 80525
Dunnigan Financial Group
215 West Oak Street Suite 720, Fort Collins, CO 80521
OakTree Financial Planning
155 East Boardwalk Drive, Fort Collins, CO 80525
Retirement & Estate Advisors, Inc.
4703 East Boardwalk Drive, Fort Collins, CO 80525
Impact Financial Strategies
3711 John F Kennedy Parkway, Fort Collins, CO 80525
Goldman Sachs Personal Financial Management
401 West Mountain Avenue, Fort Collins, CO 80521
JBA Wealth Management Group
1136 East Stuart Street, Fort Collins, CO 80525
Trail Ridge Wealth Management
2020 Caribou Drive, Fort Collins, CO 80525
Northwestern Mutual
3665 John F Kennedy Parkway, Fort Collins, CO 80525
The Planning and Investment Center, Inc.
760 Whalers Way, Fort Collins, CO 80525
Wealth Management Associates Colorado
4025 Automation Way, Fort Collins, CO 80525-3446
Wealth Management Group, LLC
409 Mason Court, Fort Collins, CO 80524
Mountain Wealth Financial Planners
515 South Howes Street, Fort Collins, CO 80521
Guidepost Financial Planning
2601 South Lemay Avenue, Fort Collins, CO 80525
Chapel & Collins
224 Canyon Avenue, Fort Collins, CO 80521

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.

  • Why is it crucial for people to hire a CFP in Fort Collins?

    Hiring a CFP in Fort Collins provides reassurance to clients that their financial advisors do not have:

    • Revoked financial licenses in areas such as securities representation, broker/dealer activities, insurance, or investment advising;
    • Personal or business bankruptcies;
    • Felony convictions for financially-based crimes like theft, embezzlement, or tax fraud;
    • Felony convictions for murder or rape;
    • Recent convictions for violent crimes;
    • Felony convictions for non-violent crimes, including perjury, within the past five years.
  • How can Fort Collins residents locate a fee-only financial advisor?

    Fort Collins residents who are in search of a fee-only financial advisor have the option to conduct their own research to find the right professional. Online resources such as the National Association of Personal Financial Advisors website can be a valuable tool for this purpose. The NAPFA website provides a comprehensive platform where individuals can explore and assess important information about financial advisors, such as their location, services provided, and fee structure.

  • How can someone ensure that they are hiring a legitimate financial professional in Fort Collins?

    When considering hiring financial professionals in Fort Collins who identify themselves as "advisors," it is important to ensure they adhere to certain standards to protect your best interests. One way to do this is by requesting that they sign a "fiduciary oath," which signifies their commitment to acting as a fiduciary, meaning they are legally obligated to prioritize your interests above their own. It is also advisable to seek advisors who charge fees that are less than 1% of your assets under management to promote transparency and help ensure that the advisor's compensation is reasonable.

  • What are the benefits of working with a fee-only financial advisor in Fort Collins?

    Fee-only financial advisors in Fort Collins operate on a distinct compensation model that sets them apart from advisors who receive commissions or sell investment products. These advisors are solely reimbursed by their clients and do not earn any commissions from product sales or referrals. They adhere to a legal obligation to prioritize their clients' best interests above their own. In addition, these professionals maintain independence from brokerage firms, banks, and insurance companies, ensuring that their advice remains unbiased and free from conflicts of interest.

  • What questions should a potential client in Fort Collins ask a financial advisor?

    There are a variety of questions helpful in defining someone's planning relationship with a financial advisor in Fort Collins. These include:

    • What are your qualifications?
    • Do you always act in a fiduciary capacity?
    • Which services do you offer?
    • Which kind of financial planning do you engage in?
    • What kind(s) of clientele do you generally deal with?
    • How frequently do you interact with your clients?
    • How do you bill for your services?
    • Have you ever been subject to a regulator's disciplinary process or breached the law while practicing?
  • 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.