Find a Financial Planner in Boulder County, CO

 

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We did the hard work of finding trustworthy partners in Boulder County, CO.

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We Only Work With The Best Boulder County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Boulder County, CO


  • Financial Advisor Close to Boulder County, CO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Boulder County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Boulder County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Boulder County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
17.4% of Boulder County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Boulder County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Boulder County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Boulder County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Boulder County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Colorado has unique laws defining which actions trigger a taxable event and has the 25th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Boulder County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Boulder County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Boulder County, CO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Boulder County, CO

We evaluated over 13,000 RIA firms to bring you the best of the best Boulder County financial advisors.
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How Retirement-Friendly is Boulder County, CO?

  • Population: 322,510
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $497,700
  • Average Monthly Housing Cost: $1,552
  • Average Household Income: $115,966
  • Colorado Total Tax Burden: 8.31% (25th Lowest in U.S.)
  • Colorado Property Tax: 2.76% (23rd Lowest in U.S.)
  • Colorado Individual Income Tax: 2.26% (22nd Lowest in U.S.)
  • Colorado Sales and Excise Tax: 3.29% (24th Lowest in U.S.)


The Top Financial Advisor Firms in Boulder County, CO


MINOT CAPITAL, LP

Website

(720) 465-9200

Historic Bowman House
2229 Broadway St
Boulder, CO 80302

SEC#: 801-73774
Years in Business: 9 years

GREY MOUNTAIN PARTNERS

Website

(303) 449-5692

1470 Walnut Street
Suite 400
Boulder, CO 80302

SEC#: 801-74359
Years in Business: 9 years

R3 RETURNS, LLC

Website

(303) 444-0283

2336 Pearl Street

Boulder, CO 80302

SEC#: 801-106569
Years in Business: 5 years

CONSILIUM, LLC

Website

(303) 956-7074

918 Dearborn Place

Boulder, CO 80303

SEC#: 801-117808
Years in Business: 1 years

THE MILLSTONE EVANS GROUP, LLC

Website

(720) 728-2801

4999 Pearl East Circle
Suite 200
Boulder, CO 80301

SEC#: 801-119896
Years in Business: 0 years

SCHOOLCRAFT CAPITAL LLC

Website

(303) 625-6868

820 Pearl Street Suite F

Boulder, CO 80302

SEC#: 801-110952
Years in Business: 3 years

MERIDIAN WEALTH MANAGEMENT LLC

Website

(720) 274-X101

4430 Arapahoe Ave
Suite 210
Boulder, CO 80303

SEC#: 801-76586
Years in Business: 9 years

LUDWICK & SHIRMAN

Website

(303) 444-1161

3050 Broadway
Suite 202
Boulder, CO 80304

SEC#: 801-79267
Years in Business: 7 years

WEALTHGATE FAMILY OFFICE LLC

Website

(303) 968-1737

5025 Pearl Parkway

Boulder, CO 80301

SEC#: 801-118396
Years in Business: 1 years

THE WEALTH CONSERVANCY, INC.

Website

(303) 444-1919

1525 Spruce Street
Suite 300
Boulder, CO 80302

SEC#: 801-19008
Years in Business: 38 years