Find a Financial Advisor 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 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 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

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: 18 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: 3 years

ADVISORNET FINANCIAL, INC.

Website

(303) 653-9201

225 Union Blvd
Ste 150
Lakewood, CO 80228

SEC#: 801-77035
Years in Business: 9 years

AVEO CAPITAL PARTNERS, LLC

Website

(720) 552-8190

225 Union Blvd.
Suite 310
Lakewood, CO 80228

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

ROYAL FUND MANAGEMENT, LLC

Website

(303) 231-1008

355 South Teller Street
Suite 200
Lakewood, CO 80226

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(303) 231-1008

355 South Teller Street
Suite 200
Lakewood, CO 80226

SEC#: 801-77918
Years in Business: 8 years

 


Lakewood, CO Financial Advisor FAQs

It's hard to give a good answer to this question because each financial advisor has their own unique approach and strategy. But there are some questions that typically get asked, such as: What is the advisor's investing philosophy? or How much does the advisor charge for advice and management compared to other advisors in the industry? If you're considering asking any of these questions, it's best to do your research first.
Financial advisors help people plan and invest their money. Primarily, they use a set of standardized financial measures to track wealth and project retirement needs. They also discuss risk and provide guidance on asset allocation, insurance protection and tax-planning strategies.
Financial advisors are a valuable resource to have when it comes to managing your investments. Advisors typically will focus on helping you achieve long-term goals. In order for that to happen, however, they should be able to give you valuable advice and help you maintain an effective strategic plan.
The first step is to know what you are looking for. Look at their education, training, registration with the proper governing bodies, and any published studies they have had or worked on. Ask them for samples of similar families they have helped in the past.