Find a Financial Planner in Colorado Springs, CO

 

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We did the hard work of finding trustworthy partners in Colorado Springs, CO.

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We Only Work With The Best Colorado Springs 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 Colorado Springs, CO

  • Financial Advisor Close to Colorado Springs, 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 Colorado Springs Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Colorado Springs area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in Colorado Springs offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
16.5% of Colorado Springs'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 Colorado Springs area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Colorado Springs area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Colorado Springs area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Colorado Springs area who determine what breaks are available to you to minimize your tax payments. 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 Colorado Springs 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Colorado Springs area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Colorado Springs, 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 Colorado Springs, CO

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

  • Population: 464,871
  • % of Population 62 Years and Over: 16.5%
  • Average Home Value: $272,800
  • Average Monthly Housing Cost: $1,213
  • Average Household Income: $84,708
  • 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 Colorado Springs, CO


RS ASSET MANAGEMENT, LLC

Website

(719) 219-8444

660 Southpointe Court
Suite 312
Colorado Springs, CO 80906

SEC#: 801-79114
Years in Business: 7 years

BONFIRE FINANCIAL, LLC

Website

(719) 394-3900

2 North Nevada
Suite 1170
Colorado Springs, CO 80903

SEC#: 801-119543
Years in Business: 0 years

ACCELERATED WEALTH ADVISORS LLC

Website

(719) 466-5631

13570 Meadowgrass Dr.
Ste. 100
Colorado Springs, CO 80921

SEC#: 801-108636
Years in Business: 4 years

INTERVEST INTERNATIONAL, INC.

Website

(719) 592-9299

1980 Dominion Way, Suite 202

Colorado Springs, CO 80918

SEC#: 801-66615
Years in Business: 15 years

CASCADE INVESTMENT GROUP, INC.

Website

(719) 632-0818

90 S. Cascade Avenue, Suite 1250

Colorado Springs, CO 80903

SEC#: 801-53819
Years in Business: 24 years

SEAMOUNT FINANCIAL GROUP INC

Website

(719) 471-1171

90 So Cascade Avenue
Suite 1140
Colorado Springs, CO 80903

SEC#: 801-56412
Years in Business: 22 years

PETRA FINANCIAL ADVISORS INC

Website

(719) 636-9000

2 North Nevada Ave Suite 1300

Colorado Springs, CO 80903

SEC#: 801-39169
Years in Business: 29 years

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Website

(719) 478-7036

5475 Mark Dabling Boulevard
Suite 108
Colorado Springs, CO 80918

SEC#: 801-56587
Years in Business: 21 years

RAINSBERGER WEALTH ADVISORS

Website

(719) 328-1944

980 Pico Point

Colorado Springs, CO 80905

SEC#: 801-38096
Years in Business: 30 years

ALTUS WEALTH GROUP, LLC

Website

(719) 900-1295

24 S. Weber St. Suite 205

Colorado Springs, CO 80903

SEC#: 801-110511
Years in Business: 4 years