Find a Financial Advisor in Grand Junction, CO

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Grand Junction 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 Grand Junction, CO


  • Financial Advisor Close to Grand Junction, 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 Grand Junction, 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 Grand Junction, CO

We evaluated over 13,000 RIA firms to bring you the best of the best Grand Junction financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Grand Junction, CO?

  • Population: 62,062
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $234,800
  • Average Monthly Housing Cost: $985
  • Average Household Income: $70,501
  • 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 Grand Junction, CO

 

ROSECAP INVESTMENT ADVISORS, LLC

Website

(970) 773-5300

200 Grand Ave
Suite 205
Grand Junction, CO 81501

SEC#: 801-118154
Years in Business: 1 years

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(970) 986-4503

2793 Skyline Court
Suite D
Grand Junction, CO 81506

SEC#: 801-76973
Years in Business: 9 years

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(970) 986-4503

2793 Skyline Court
Suite D
Grand Junction, CO 81506

SEC#: 801-76973
Years in Business: 9 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(970) 241-0700

145 Grand Ave.
Ste. D
Grand Junction, CO 81501

SEC#: 801-68953
Years in Business: 13 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(970) 241-0700

145 Grand Ave.
Ste. D
Grand Junction, CO 81501

SEC#: 801-68953
Years in Business: 13 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(970) 241-0700

145 Grand Ave.
Ste. D
Grand Junction, CO 81501

SEC#: 801-68953
Years in Business: 13 years

FIRSTPURPOSE WEALTH LLC

Website

(866) 367-3939

2470 Patterson
Ste. 6, #14
Grand Junction, CO 81505

SEC#: 801-68547
Years in Business: 13 years

WESTERN INTERNATIONAL SECURITIES, INC.

Website

(970) 241-0700

145 Grand Ave.
Ste. D
Grand Junction, CO 81501

SEC#: 801-68953
Years in Business: 13 years

WEALTHSOURCE PARTNERS, LLC

Website

(970) 263-5126

687 Long Rifle Road

Grand Junction, CO 81507

SEC#: 801-107199
Years in Business: 5 years

 


Grand Junction, CO Financial Advisor FAQs

Depends on your finances, but in general having a financial advisor is great for two reasons: one it gives you an unbiased opinion and often times they get you better rates than what your bank offers. Two, someone who knows their way around finances may be able to spot things you don't.
A financial advisor assists with matters relating to money. These matters often include investing, managing a person's finances in order to reach their goals, and the various safeguards involved in these processes.
Choosing a financial advisor is a process that takes some time and effort. Ask pointed questions about cost, past performance, the services they offer, portfolio transparency and accountability.
You might go is to someone who has helped you with other aspects of your life. For example, if you have an attorney or real estate agent to help get the deal done - these people may also be professional advisors to help ease the tension during difficult financial times or you may know of an accountant who files your taxes each year, and these people could also be qualified as suitable for giving advice on taxation accounting.