Find a Financial Planner in Broomfield, CO

 

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We Only Work With The Best Broomfield 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 Broomfield, CO


  • Financial Advisor Close to Broomfield, 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 Broomfield Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Broomfield area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Broomfield, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
16.3% of Broomfield's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Broomfield area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Broomfield area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Broomfield area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Broomfield area often offer tax planning services to their clients. 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 in the Broomfield area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Broomfield 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 Broomfield, 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 Broomfield, CO

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

  • Population: 67,886
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $423,900
  • Average Monthly Housing Cost: $1,666
  • Average Household Income: $124,778
  • 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 Broomfield, CO


EPIQWEST CULVER WEALTH ADVISORS LLC

Website

(303) 442-3670

360 Interlocken Blvd.,
Suite 104
Broomfield, CO 80021

SEC#: 801-118720
Years in Business: 1 years

LIGHTHOUSE FINANCIAL LLC

Website

(303) 444-1818

370 Interlocken Blvd.
Suite 525
Broomfield, CO 80021

SEC#: 801-57055
Years in Business: 21 years

CULVER INVESTMENT COMPANY, LLC

Website

(303) 442-3670

360 Interlocken Blvd.
Suite 104
Broomfield, CO 80021

SEC#: 801-110175
Years in Business: 4 years

HD WEALTH STRATEGIES, LLC

Website

(720) 287-0918

12303 Airport Way
Suite 145
Broomfield, CO 80021

SEC#: 801-119622
Years in Business: 0 years