Find a Financial Advisor in Lone Tree, CO

 

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

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We Only Work With The Best Lone Tree 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 Lone Tree, CO


  • Financial Advisor Close to Lone Tree, 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 Lone Tree, 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 Lone Tree, CO

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

  • Population: 12,923
  • % of Population 62 Years and Over: 16.5%
  • Average Home Value: $625,500
  • Average Monthly Housing Cost: $1,869
  • Average Household Income: $173,191
  • 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 Lone Tree, CO

 

SHINE WEALTH PARTNERS

Website

(303) 740-8600

9892 Rosemont Ave. Suite #100

Lone Tree, CO 80124

SEC#: 801-50526
Years in Business: 25 years

GALLACHER CAPITAL MANAGEMENT, LLC

Website

(303) 708-1640

10465 Park Meadows Dr
#107
Lone Tree, CO 80124

SEC#: 801-68279
Years in Business: 14 years

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Website

(720) 418-2900

9825 Schwab Way

Lone Tree, CO 80124

SEC#: 801-35905
Years in Business: 31 years

CHARLES SCHWAB & CO., INC.

Website

(800) 435-4000

9875 Schwab Way

Lone Tree, CO 80124

SEC#: 801-29938
Years in Business: 34 years

CHARLES SCHWAB & CO., INC.

Website

(800) 435-4000

9825 Schwab Way

Lone Tree, CO 80124

SEC#: 801-29938
Years in Business: 34 years

CHARLES SCHWAB & CO., INC.

Website

(720) 895-3400

9899 Schwab Way
Suite 100
Lone Tree, CO 80124

SEC#: 801-29938
Years in Business: 34 years

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Website

(800) 435-4000

9875 Schwab Way

Lone Tree, CO 80124

SEC#: 801-72795
Years in Business: 9 years

CHARLES SCHWAB & CO., INC.

Website

(800) 435-4000

9875 Schwab Way

Lone Tree, CO 80124

SEC#: 801-29938
Years in Business: 34 years

CHARLES SCHWAB & CO., INC.

Website

(800) 435-4000

9825 Schwab Way

Lone Tree, CO 80124

SEC#: 801-29938
Years in Business: 34 years

 


Lone Tree, CO Financial Advisor FAQs

Financial advisors help empower people to reach their financial goals by providing guidance on how to make wise decisions with money.
It's important to examine the background and credentials of any advisor you engage. You should ask them about any previous employment, checking their work history and references. Ask your advisor for a list of Mutual Funds they recommend with accompanying explanations, and ascertain if they can recommend strategies that would fit your target retirement date and risk tolerance
Yes, it is advised to talk with a financial advisor because most people do not have the knowledge to make wise investment decisions. This is because for many of us, finance isn't part of our day-to-day life and we may not know how different investments work or the potential risks.
Investors who are on a budget but still want expert advice should consider the Fidelity Investment Advisor program, which charges a flat fee of $240 for a year's worth of unlimited meetings and individualized guidance.