Find a Financial Planner in Greenwood Village, CO

 

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We Only Work With The Best Greenwood Village 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 Greenwood Village, CO


  • Financial Advisor Close to Greenwood Village, 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 Greenwood Village 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 Greenwood Village area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Greenwood Village 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.
20.1% of Greenwood Village'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 Greenwood Village area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Greenwood Village area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Greenwood Village area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Greenwood Village 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 is a service offered by many financial advisors, planners, and other professionals in the Greenwood Village area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Greenwood Village area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 15,738
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $915,000
  • Average Monthly Housing Cost: $1,944
  • Average Household Income: $212,715
  • 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 Greenwood Village, CO


BLUE SKY ASSET MANAGEMENT, LLC

Website

(303) 552-0945

6400 S. Fiddlers Green Circle
Suite 350
Greenwood Village, CO 80111

SEC#: 801-78019
Years in Business: 8 years

FI401K ADVISORS

Website

(303) 495-5890

6041 South Syracuse Way
Ste 200
Greenwood Village, CO 80111

SEC#: 801-107736
Years in Business: 5 years

HEIRLOOM WEALTH MANAGEMENT LLC

Website

(720) 328-2877

8400 E Prentice Avenue
Suite 1115
Greenwood Village, CO 80111

SEC#: 801-112707
Years in Business: 3 years

ALPHA CAPITAL FAMILY OFFICE, LLC

Website

(303) 900-1911

5750 S. Ulster Circle East

Greenwood Village, CO 80111

SEC#: 801-118157
Years in Business: 1 years

WYNKOOP LLC

Website

(303) 459-7208

5460 S Quebec St
Suite 110
Greenwood Village, CO 80111

SEC#: 801-113339
Years in Business: 3 years

PROVIDENCE CAPITAL PARTNERS INC.

Website

(303) 261-8015

5299 Dtc Blvd, Suite 1350
Suite 1350
Greenwood Village, CO 80111

SEC#: 801-114166
Years in Business: 2 years

STORDAHL CAPITAL MANAGEMENT, INC.

Website

(303) 770-0602

8400 East Crescent Parkway
Suite 420
Greenwood Village, CO 80111

SEC#: 801-110611
Years in Business: 4 years

ADVISED ASSETS GROUP, LLC

Website

(844) 302-2448

8515 East Orchard rd 4T2

Greenwood Village, CO 80111

SEC#: 801-58105
Years in Business: 20 years

FORTA FINANCIAL GROUP, INC.

Website

(303) 694-1600

5445 Dtc Pkwy
Suite 1100
Greenwood Village, CO 80111

SEC#: 801-113100
Years in Business: 3 years

AVEO CAPITAL PARTNERS, LLC

Website

(303) 552-0945

6400 S. Fiddlers Green Circle
Suite 350
Greenwood Village, CO 80111

SEC#: 801-72359
Years in Business: 10 years