Find a Financial Planner in La Plata County, CO

 

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We Only Work With The Best La Plata County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 La Plata County, CO

  • Financial Advisor Close to La Plata County, 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 La Plata County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the La Plata County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in La Plata County can include managing client retirement accounts, investments, tax plans, and more.
21.4% of La Plata County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the La Plata County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the La Plata County area, qualified financial professionals--like financial advisors--offer estate planning services.
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 La Plata County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the La Plata County area is generally long-term and performed with the help of a qualified planner. 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 in the La Plata County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the La Plata County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in La Plata County, 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 La Plata County, CO

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

  • Population: 55,617
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $400,900
  • Average Monthly Housing Cost: $1,203
  • Average Household Income: $94,761
  • 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 La Plata County, CO


SWAN WEALTH ADVISORS, LLC

Website

(970) 382-8901

1099 Main Ave.
Suite 206
Durango, CO 81301

SEC#: 801-112612
Years in Business: 3 years

INTEGRATED FINANCIAL PLANNING, P.C.

Website

(970) 259-6739

1800 East 3rd Avenue, Suite 103

Durango, CO 81301

SEC#: 801-116804
Years in Business: 2 years

MCALVANY WEALTH MANAGEMENT, LLC

Website

(866) 211-8970

166 Turner Dr
Suite 201
Durango, CO 81303

SEC#: 801-71124
Years in Business: 11 years

SWAN CAPITAL MANAGEMENT, LLC

Website

(970) 382-8901

1099 Main Ave.
Suite 206
Durango, CO 81301

SEC#: 801-76701
Years in Business: 9 years

FAMILY FINANCIAL SOLUTIONS GROUP, LLC

Website

(970) 259-1040

270 East College Drive
Suite 100
Durango, CO 81301

SEC#: 801-80223
Years in Business: 6 years

SWAN GLOBAL INVESTMENTS, LLC

Website

(970) 382-8901

1099 Main Ave
Suite 206
Durango, CO 81301

SEC#: 801-70881
Years in Business: 11 years