Find a Financial Advisor in Highlands Ranch, CO

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

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We Only Work With The Best Highlands Ranch 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 Highlands Ranch, CO


  • Financial Advisor Close to Highlands Ranch, 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 Highlands Ranch, 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 Highlands Ranch, CO

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

  • Population: 105,631
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $466,900
  • Average Monthly Housing Cost: $1,964
  • Average Household Income: $150,799
  • 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 Highlands Ranch, CO

 

KOZAK & ASSOCIATES, INC.

Website

(303) 847-4045

1745 Shea Center Drive
Suite 345
Highlands Ranch, CO 80129

SEC#: 801-113934
Years in Business: 3 years

JHP WEALTH MANAGEMENT, LLC

Website

(720) 580-0597

1745 Shea Center Drive
Suite 400
Highlands Ranch, CO 80129

SEC#: 801-119280
Years in Business: 1 years

MORGANROSEL WEALTH MANAGEMENT, LLC

Website

(303) 647-3801

1805 Shea Center Dr, Suite 420

Highlands Ranch, CO 80129

SEC#: 801-112145
Years in Business: 4 years

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Website

(303) 893-1214

640 Plaza Drive Ste 160

Highlands Ranch, CO 80129

SEC#: 801-55966
Years in Business: 23 years

FOUNDERS FINANCIAL SECURITIES, LLC

Website

(303) 325-6514

9803 Clifton Court

Highlands Ranch, CO 80126

SEC#: 801-66892
Years in Business: 15 years

AE WEALTH MANAGEMENT, LLC

Website

(720) 214-6801

1745 Shea Center Drive
Suite 340
Highlands Ranch, CO 80129

SEC#: 801-107319
Years in Business: 6 years

AE WEALTH MANAGEMENT, LLC

Website

(720) 214-6801

1745 Shea Center Drive
Suite 340
Highlands Ranch, CO 80129

SEC#: 801-107319
Years in Business: 6 years

AE WEALTH MANAGEMENT, LLC

Website

(720) 214-6801

1745 Shea Center Drive
Suite 340
Highlands Ranch, CO 80129

SEC#: 801-107319
Years in Business: 6 years

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Website

(303) 972-7786

1805 Shea Center Drive
Suite 175
Highlands Ranch, CO 80129

SEC#: 801-64376
Years in Business: 16 years

 


Highlands Ranch, CO Financial Advisor FAQs

Highlands Ranch is a community located in Douglas County, Colorado. It is situated south of Denver and has a population of over 100,000 people. The Douglas County School District is the top employer in Highlands Ranch, with over 10,000 employees. Highlands Ranch is also home to several major corporations, including DISH Network, Lockheed Martin, and HP. Highlands Ranch is known for its award-winning schools, expansive open spaces and miles of trails, and its active and vibrant community life. The community's main attraction is the Highlands Ranch Town Center, which features a variety of shops and restaurants. We've got a team of financial advisors covering Highlands Ranch, CO, an unincorporated community, and a census-designated place in Douglas County. In the 2010 United States census, Highlands Ranch, CO was home to a population of 96,713 making it the most populous unincorporated community in Colorado. Check out the list of financial advisors close to Highlands Ranch, CO we've scouted below.

A financial advisor assists clients by providing advice in various areas including retirement planning, tax savings strategies, estate planning, risk management and insurance. In other words, they will sort out your finances to minimize your exposure to risks in the future.

Look at how long they have been in business, what they specialize in, and if they are affiliated with any institutions like the Better Business Bureau.

Yes. Certain situations offer more risks, and if this is the case in your life you absolutely should take advantage of a financial advisor's expertise. A financial advisor can be useful in these areas: tax laws, finances, retirement planning, insurance advice, etc.

Ask for referrals from previous clients that they can provide. With proper scrutiny, this will help you determine whether a particular financial advisor has high levels of client satisfaction.