Fiduciary Financial Advisors in Lakewood, CO

 

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We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Financial Advisor in Lakewood, CO Help You?

A personal advisor is a professional that can help you assess your overall financial health and address problem areas with a plan for the future. 

Many people go to advisors for general advice and planning on things like spending, saving, investing, and more. 

However many advisors offer more active management in specific areas, including:

  • Retirement planning
  • Preparing for a life transition like marriage or children
  • Investing
  • Paying off debts
  • Increasing your credit score

The most traditional type of advisor is an in-person advisor. 

They can offer the greatest level of control and personalization, but they can also become expensive over time. 

Other options include online and robo-advisors, which are slightly less powerful but much cheaper. 

It’s a good idea to shop around to try and find an ideal fit before spending any money.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Lakewood, CO

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 7400 E. Orchard Road, Suite 150, Greenwood Village, CO 80111


Top Financial Advisors Serving Lakewood, CO

Lakewood is the fifth most populous city. It is part of the larger Denver-Aurora-Broomfield metropolitan area. An interesting bit of trivia is that the area was incorporated in 1969 as Jefferson City, however a vote was quickly held to change the name to Lakewood due to “overwhelming dislike” of the name Jefferson City.

Lakewood has a semi-arid climate with cool and snowy winters and hot and dry summers. The city is surrounded by the Southern Rocky Mountains and the Green Mountains to the east.

If you live near enough to Lakewood, a Lakewood advisor can still help you. 

Financial advisors in the city also serve in these locations:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Lakewood, CO

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.