We Have Listed The Top 10 Financial Advisors In Colorado Springs To Help You Choose The Best Professional For Your Needs.
Address: 13570 Meadowgrass Drive, #100 Colorado Springs, Colorado 80921
Phone: 719-581-5444
Website: https://acceleratedwealth.com/
We find great purpose in working for something bigger than ourselves. It is a great thrill collaborating with our communities in our giving. There’s an old saying that “the journey of 1,000 miles begins with a single step.” Often statistics like these can be overwhelming and even paralyzing to the point of inaction. However, we believe we have a responsibility to take a step to contribute where we can to end these problems. We can’t rely on governments, or someone else to do it for us. As members of our business communities, we feel a responsibility to put our resources to task. Besides partnering with local, national, and international ministries and foundations to attack these issues, we’ve also created our own non-profit organization that exists solely to contribute to the global reduction of homelessness, the orphan epidemic, and child trafficking. Our efforts may only be the first steps on the journey. However, we believe that if we can make the first steps, inspire our clients to make the first steps, and inspire other community businesses and leaders to make the first steps, perhaps together we can make significant progress on this 1,000-mile journey.
Address: 1755 Telstar Dr #300, Colorado Springs, CO 80920
Phone: 719-301-1565
Website: https://smithbrueradvisors.com/
The Smith Bruer Advisors Colorado Springs team is committed to helping our clients achieve their financial planning goals through comprehensive, clear and unbiased financial advice. When we are away from the office, you will find our team enjoying Colorado’s outdoors. Whether it’s hiking the foothills of Pikes Peak or exploring the Rockies, we enjoy the natural beauty of Southern Colorado. Colorado Springs’ thriving and diverse economy and family-friendly environment are a natural fit for Smith Bruer Advisors to empower our clients as fee-only, fiduciary financial advisors. Our Colorado Springs office is conveniently located off Voyager Parkway and Research Parkway. Our investment management approach is led by a comprehensive financial planning process. You receive a custom financial plan that is easy to understand and implement. It’s your money and we believe that it’s our responsibility to provide you with a sense of empowerment, purpose, and clarity. As fee-only, fiduciary financial advisors we put your interests first, at all times. We take our fiduciary responsibility seriously to help you plan in an environment that aims to avoid conflicts of interest so that you are empowered to make decisions.
Address: 13710 Struthers Road Suite 115 Colorado Springs, CO 80921
Phone: 719-633-4033
Website: https://www.summitwealthgroup.com/p/colorado-springs
Summit Wealth Group opened its first branch office in 2002, establishing its headquarters in Colorado Springs, Colo. And, Summit Wealth Group’s original vision and mission to provide our clients with elevated financial planning and tax services remains the same to this day. We are committed to offering clients an expansive array of customized financial strategies, personalized client experience, and consequently freedom to more fully pursue their passions and interests. Ross Haycock, CFP®, AIF®, CKA®, Vice President, specializes in retirement and retirement income planning, focusing on pre-retirees, retirees, and those in major life transitions. He is passionate about helping individuals, families, and business owners successfully transition from full-time work to the "work optional" phase of their journey. Senior Advisor and Wealth Accumulation Specialist, Nathan Archuleta, CFP®, AIF®, takes great joy in fulfilling clients' financial needs and helping families achieve long-term financial fitness. Nathan focuses on teaching and coaching clients in all life stages so that they have the tools and knowledge to take control of their financial future and pave their path to financial freedom. While located in Colorado Springs, the Summit Wealth Group Colorado Springs branch has clients throughout the whole country and regularly meet with them either in-person if located near the Colorado Springs or Denver offices, or virtually if located outside of the surrounding areas. Our purpose is to help you pursue a path towards better, more secure future. We'd love to see how we can work with you to help you reach your individual or business goals.
Address: 1271 Kelly Johnson Blvd. Suite 210 Colorado Springs, CO 80920
Phone: 719-722-2135
Website: https://morethanyourmoney.com/
Our fee-only compensation structure enables you to pay for advice tailored to your specific needs, not for the sale of products. We provide services; we do not sell products. You will know up front what services you will receive and how much they will cost. There are no hidden charges. Because we earn no commissions or referral fees, the only thing gained from our recommendations is your satisfaction. Our integrated approach looks at the many facets of your financial picture and integrates those elements into a cohesive plan. The best structured financial plans take into account your goals, tax considerations, estate planning issues, and insurance coverage. In taking an integrated approach, all aspects of your life are considered when formulating recommendations. A financial plan is not a one time, final document. The ongoing integrated approach allows us to assist you in adjusting your financial plans and strategies to fit your changing financial situation. It is, and should be, a continuing process. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest. Federal and state law requires that Registered Investment Advisors are held to a Fiduciary Standard. This law requires that an advisor act solely in the best interest of the client, even if that interest is in conflict with the advisor's financial interest. Investment Advisors must disclose any conflict, or potential conflict, to the client prior to and throughout a business engagement. Investment Advisors must adopt a Code of Ethics and fully disclose how they are compensated. More Than Your Money, Inc. strongly believes that ongoing service is key for most clients. Everyone's needs change as their lives progress. It’s unreasonable to assume that your initial plan will be appropriate for your entire life. A lifelong client relationship helps us guide you through the financial transitions in life. No plan can anticipate every contingency in life and that's why a continuing relationship is vital to your financial well being. It is our job to get to know and understand you to help achieve the goals that are especially important to you. This fosters lifelong relationships built on trust and your personal financial goals.
Address: 1155 Kelly Johnson Blvd, Suite 130 Colorado Springs, CO 80920
Phone: 719-260-9200
Website: https://www.doddswealth.com/colorado-springs-fiduciary-financial-planners
The term fiduciary financial planner refers to a person or organization that is both legally and ethically bound to act in the best interest of the client. As investment advisor representatives (IARs) the fiduciary duty is present whenever our advisors are providing financial advice. Dodds Wealth Management Group is a privately owned financial planning firm in Colorado Springs that is dedicated to helping each of our clients pursue their financial goals by delivering fiduciary advice. The experienced specialists on our tight-knit financial team strive to consistently deliver highly personalized wealth management strategies while always adhering to all-important fiduciary standard. Every fiduciary financial advisor at Dodds Wealth is a veteran investment professional who exercises considerable care with respect to helping each client build their financial future. We hold ourselves to the CFP Board’s Revised Code of Ethics which specify that we have the following fiduciary duties to our clients: Duty of Loyalty – Must respond to the Client with loyalty and devotion. Must act to benefit the Client and must place the Client’s needs above all others. Under a conflict of interest, must continue to act in the best interest of the Client without regard to the interests of others. Duty of Care – Must act with the care, skill, prudence, and diligence of a prudent professional, accounting for Client’s goals, risk tolerance, objectives, financial and personal circumstances. Duty to Follow Client Instructions – Must comply with the terms of the Engagement and all reasonable and lawful Client requests. Must advise the Client if the professional believes any action or transaction the Client wants to take would not be in the Client’s best interest. Clients of a fiduciary financial planner should expect their advisor to act with total transparency and disclose any conflicts of interest.
Address: 7222 Commerce Center Drive Suite 175 Colorado Springs, Colorado 80919
Phone: 719-836-8181
We work with people who are good at what they do and respect professional expertise. You don’t need to be an expert on finances. We’ll meet you where you are. We’ll build a collaborative partnership that empowers your relationship with money. Peace of Mind Financial Planning, Inc. believes that financial planning should be accessible to everyone. Most people will be able to meet their goals if they make good financial decisions throughout their lives, and many people find that expert advice helps them to make those good decisions. It’s not just about making money, it’s about achieving the life you want. Our mission is to help you feel in control of your money and make informed decisions that will allow you to meet your goals. Do you know if you will have enough money to retire when you want? Are you putting money in good investments that fit your lifestyle? What happens to your money if you’re suddenly deceased or incapacitated? Are you living to make money, or are you making money to live? Peace of Mind Financial Planning, Inc. helps people from the time they begin their careers until their biggest financial concern is having their money go to the people and the causes they care about when they pass on. We help our clients be excited about achieving their financial goals and we minimize their worries so they can sleep better at night.
Address: 13710 Struthers Road, Suite 220 Colorado Springs, CO 80921
Phone: 719-270-4709
Website: https://www.carsonwealth.com/locations/colorado-springs-co-struthers-road/
Looking for a financial advisor in Colorado Springs or the surrounding area? Beth V. Walker, Managing Principal and Wealth Advisor, specializes in family financial planning – from paying for college to cash flow planning, legacy planning, next-generation wealth transfers and more. For more than two decades, Beth has focused her financial advice on helping the people of Colorado Springs find the money they are losing unknowingly or unnecessarily. She takes a family-first approach, even creating a specialized college planning program that is committed to making paying for college a reality for all families. You can learn more about the college planning program through the Center for College Solutions. Our Colorado Springs office is here to provide a financial advisor to help you integrate all the critical aspects of your financial life– investment, legal, tax and protection strategies for all phases of your family’s life. In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
Address: 90 South Cascade Ave. Floor 06 Colorado Springs, CO 80903
Phone: 719-630-6000
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Address: P.O. Box 62937 Colorado Springs, CO 80962
Phone: 719-590-4110
Website: https://www.purposeplanning.com/
Welcome! I’m Jennifer K. Hicks, a Certified Financial Planner™ in Colorado Springs, Colorado. With over 2 decades of experience and clients in over 20 states, my team and I have a passion for helping clients with unique financial needs. Specifically, we love working with two groups of people that we feel are under-served: women and active duty or retired military officers. That is why Purpose Planning does not offer just a handful of investment products. We create a customized experience for each and every client based on their specific needs. Our services include retirement planning, military retirement/benefit coordination, professional money management, income distribution plans, and insurance products. We want to help you Achieve Your Purpose! We believe that women are one of the most under-served groups when it comes to long-term financial planning services. Generally speaking, women have a different career progression than their male counterparts. They also often have different priorities and fears. As women, we understand how your life experiences shape the way you make decisions. One of our greatest joys is empowering women to take control of their finances and their futures.Active duty and retired military personnel have a unique set of benefits that are not found in the mainstream workforce. Making sure you understand these benefits and maximize them is vitally important to achieving your financial goals. We have the utmost respect for our service men and women and are honored to serve them by offering our expertise in military benefit coordination.
We're two fighter pilots turned entrepreneurial financial advisors. Our experiences with the shortcomings of the financial services industry motivated us to turn our education and passion into a financial consulting firm that would put clients first, help remove financial uncertainty from their lives, and allow them to pursue their purpose in life. We’ve seen how financial plans become meaningless when they only focus on numbers outside the context of your life — a life that’s probably dynamic and constantly changing. We’ve also seen how entrepreneurs and business executives are underserved when it comes to crafting a smart financial plan for business startups and unique compensation arrangements. And we’ve certainly seen how expensive investment fees eat away at portfolio returns, inhibiting business growth. So we decided to change that. Our values: Integrity and Transparency – Integrity first. Doing what’s right remains central to who we are and how we work at Targeted Wealth Solutions. As financial advisors, we believe in candor and honest communication in all things wealth management and financial planning. Uncompromising Service – Service is in our DNA. We believe that clients deserve our utmost care and attention to help develop financial plans and solutions to their unique situations. The Fiduciary Standard – Suitability isn’t enough. We are bound to a higher standard of excellence that requires us to put our clients’ interests above our own. Disciplined Research – Managing risk demands rigorous analysis across the portfolio. We focus on removing the noise from financial investment strategies to ensure that client objectives are being met. Focused Execution – We work for our clients. Our wealth management methods are deliberate and designed to implement solutions in a coherent manner to meet our clients’ unique needs. Giving Back – Our duty of service extends beyond our financial consulting firm. We give our time and talents to help those around us in their journey toward entrepreneurial success.