Best Financial Advisors in Longmont, CO

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.

Funderburk Financial is an independent firm in Longmont that provides insurance needs assessments, develops estate planning and business succession strategies, helps manage investments, and assists with college funding. It also creates plans for retirement incomes and Social Security benefits. Through its network of banking, insurance, investment, law, and tax experts, the firm formulates solutions to aid individuals in pursuing their financial objectives. Founder Billy Funderburk holds an MBA and a CFP designation. He is a member of the Financial Planning Association.

My Wealth Planners is a financial advisory firm that caters to clients in Longmont. It offers wealth and investment management advice, business benefits consulting, and divorce financial analysis from Certified Financial Planners and Accredited Investment Fiduciaries. The firm has model-driven portfolios for clients based on their financial goals, risk tolerances, and time horizons. Daniel Yerger, president, has received several recognitions in financial planning, such as the Building Bridges Award by Longmont Area Chamber of Commerce in 2020 and the Ambassador of the Year Award in 2018.

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.

Boulder Wealth Advisors caters to individuals, families, and businesses in Longmont and the neighboring communities. It helps clients preserve their wealth and achieve their financial goals by assisting them in managing their investments, reducing their taxes, coordinating their estate plans, and planning their retirement. Its team of professionals analyzes customers' specific situations and objectives and creates a financial plan that suits their needs. Gary Shirman, one of the managing partners of the company, has earned the ChFC designation.

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.

Lifetime Investment Planning, Inc., is an independent financial services and consulting firm that serves Longmont. It educates clients on the products available for them and provides customized wealth planning solutions to help them achieve their financial goals. It handles college, estate, retirement, and legacy planning. It also guides customers on various investment vehicles, such as bonds, mutual funds, and stocks. In addition, the company deals with disability income, life, and long-term care insurance.