Find a Financial Planner in Littleton, CO

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Littleton 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 Littleton, CO


  • Financial Advisor Close to Littleton, 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 Littleton Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Littleton 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 planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Littleton, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
21.5% of Littleton'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 Littleton area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Littleton area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Littleton area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Littleton 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Littleton 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 Littleton 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 Littleton, 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 Littleton, CO

We evaluated over 13,000 RIA firms to bring you the best of the best Littleton financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Littleton, CO?

  • Population: 47,989
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $413,100
  • Average Monthly Housing Cost: $1,360
  • Average Household Income: $106,318
  • 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 Littleton, CO


BRANZAN INVESTMENT ADVISORS, INC.

Website

(303) 292-9224

10288 W Chatfield Ave, Ste 300

Littleton, CO 80127

SEC#: 801-66261
Years in Business: 15 years

WHIPPLEWOOD ADVISORS, LLC

Website

(303) 989-7600

11852 Shaffer Drive
Building B
Littleton, CO 80127

SEC#: 801-119590
Years in Business: 0 years

MARSHALL INVESTMENT MANAGEMENT, LLC

Website

(303) 991-6415

10822 W. Toller Drive
Suite 195
Littleton, CO 80127

SEC#: 801-117304
Years in Business: 1 years

WAMBOLT & ASSOCIATES, LLC

Website

(720) 962-6700

13976 W. Bowles Avenue
Ste. 200
Littleton, CO 80127

SEC#: 801-71476
Years in Business: 10 years

TLG ADVISORS, INC.

Website

(303) 797-9080

26 West Dry Creek Circle
Suite 800
Littleton, CO 80120

SEC#: 801-60458
Years in Business: 19 years

SPRINKLE FINANCIAL CONSULTANTS LLC

Website

(303) 297-2185

1520 West Canal Court, Suite 220

Littleton, CO 80120

SEC#: 801-48276
Years in Business: 26 years

TUCKER ASSET MANAGEMENT LLC

Website

(303) 734-1234

1520 West Canal Court
Suite 100
Littleton, CO 80120

SEC#: 801-107110
Years in Business: 5 years