Find a Financial Advisor in Golden, CO

 

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

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We Only Work With The Best Golden 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Golden, CO


  • Financial Advisor Close to Golden, 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

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

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

  • Population: 20,693
  • % of Population 62 Years and Over: 14.8%
  • Average Home Value: $543,300
  • Average Monthly Housing Cost: $1,385
  • Average Household Income: $101,018
  • 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 Golden, CO

 

DESTINY CAPITAL CORPORATION

Website

(303) 277-9977

13922 Denver West Parkway
Suite 150
Golden, CO 80401

SEC#: 801-33822
Years in Business: 32 years

WESTERN WEALTH MANAGEMENT LLC

Website

(303) 393-2344

440 Indiana St., Suite 100

Golden, CO 80401

SEC#: 801-107762
Years in Business: 5 years

WADDELL & REED, INC.

Website

(303) 278-4747

350 Indiana St
Ste 700
Golden, CO 80401

SEC#: 801-16720
Years in Business: 39 years

ROYAL FUND MANAGEMENT, LLC

Website

(303) 919-1020

264 Colorow Rd

Golden, CO 80401

SEC#: 801-77918
Years in Business: 8 years

AEGIS WEALTH MANAGEMENT, INC.

Website

(303) 520-8219

13715 W 26th Ave.

Golden, CO 80401

SEC#: 801-117179
Years in Business: 2 years

ROYAL FUND MANAGEMENT, LLC

Website

(303) 919-1020

264 Colorow Rd

Golden, CO 80401

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(303) 919-1020

264 Colorow Rd

Golden, CO 80401

SEC#: 801-77918
Years in Business: 8 years

INTELLICENTS INVESTMENT SOLUTIONS INC

Website

(720) 677-5704

1111 Washington Avenue
Suite 115
Golden, CO 80401

SEC#: 801-51382
Years in Business: 25 years

ROYAL FUND MANAGEMENT, LLC

Website

(303) 919-1020

264 Colorow Rd

Golden, CO 80401

SEC#: 801-77918
Years in Business: 8 years

 


Golden, CO Financial Advisor FAQs

Financial advisors typically get paid by charging a fee or commission to their client for assets that they manage.
If you are early in your career, you'll need to be careful about the types of services offered by advisers. Generally speaking, if they don't handle IRAs or Roth IRAs, or really any type of portfolio-based account at all, avoid them for now. Find someone who charges per hour instead of the common fee structure which is percentage based.
Your first concern should be that your advisor either is a fiduciary or agrees to act as a fiduciary for you. It is possible for advisors who are not legally obligated to act as fiduciaries (yet) to provide excellent service because they genuinely care about their clients.
If you have a complicated financial situation or if you need expertise in insurance, estate planning, or investments, then yes.