Find a Financial Planner in Lakewood, CO

 

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

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We Only Work With The Best Lakewood 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 Lakewood, CO


  • Financial Advisor Close to Lakewood, 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 Lakewood Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Lakewood area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in Lakewood 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.
20.0% of Lakewood'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 Lakewood area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Lakewood area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Lakewood area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Lakewood area who determine what breaks are available to you to minimize your tax payments. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Lakewood area, 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 is a good way to make high-interest debts more manageable. Advisors in the Lakewood 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 Lakewood, 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 Lakewood, CO

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

  • Population: 155,146
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $363,200
  • Average Monthly Housing Cost: $1,355
  • Average Household Income: $88,244
  • 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 Lakewood, CO


AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES)

Website

(303) 991-6409

200 Union Blvd
Ste 200
Lakewood, CO 80228

SEC#: 801-112504
Years in Business: 3 years

HINDS FINANCIAL GROUP INC

Website

(303) 985-9889

141 Union Blvd.
Suite 350
Lakewood, CO 80228

SEC#: 801-62684
Years in Business: 17 years

BASON ASSET MANAGEMENT

Website

(720) 446-8555

355 S. Teller St.
Suite 200
Lakewood, CO 80226

SEC#: 801-107297
Years in Business: 5 years

FINANCIAL SECURITY MANAGEMENT, INC

Website

(303) 988-1411

2535 S Lewis Way
Suite 201
Lakewood, CO 80227

SEC#: 801-81072
Years in Business: 6 years

EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC

Website

(303) 825-3550

355 South Teller Street
Suite 200
Lakewood, CO 80226

SEC#: 801-114173
Years in Business: 2 years