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Grant G
CFP®, CFA®
Denver, CO
Noble Wealth Partners
I grew up in Steamboat Springs, Colorado, also known as Ski Town, U.S.A.®, a town that has produced 98 Olympians in 80 years. Even though I was not an Olympian, I did learn there is more than one trail to get down a mountain, and for every skier/snowboarder, some trails are more suitable than others. Applying the concept to wealth management, there are many paths an individual/family can take to accomplish their financial objectives. I co-founded Noble Wealth Partners with the vision that every client has unique needs and values. I believe each client deserves a financial plan and investment recommendations tailored to their financial goals and objectives. I would welcome the opportunity to partner with you and take your wealth management experience to the next level. I believe advisors committed to serving their clients should take the time to master their profession. For that reason, I bring 12 years of experience from various roles within the financial industry. I have earned the right to use the Chartered Financial Analyst (CFA) designation ("CFA is the gold standard of the investment profession." Financial Times, 06/14/2020), and I am a Certified Financial Planner® (CFP). Currently, I am on the Investment Advisory Committee for Colorado State University (my term ends in 2024) and an active member of the CFA Society of Colorado. To explore and deliberate on cutting-edge wealth strategies, I co-founded the Irish Coffee Club, a think tank of four investment professionals, all holding the CFA designation and the CFP® certification. Outside of the office, Grant loves to spend time with his beautiful wife and two boys. In college, Grant was a member of the Club Tennis Team and the Head Coach of the CSU Snowboard Team. To this day, he still enjoys competitive tennis and snowboarding. Please do not hesitate to contact me. I would be happy to chat with you and see if my firm is the right fit for your planning needs.
Betsy M
Series 65
Superior, CO
Reflection Asset Management
Betsy Moszeter is a financial advisor at Reflection Asset Management with two years of industry experience. She holds the Series 65 designation and previously worked at Green Alpha Advisors LLC for ten years, followed by a brief tenure at Newday Funds, Inc. Reflection Asset Management provides discretionary portfolio management and consulting primarily to individual investors and serves as the adviser to two registered investment companies, including the Democratic Large Cap Core ETF and the Sphere 500 Climate Fund. The firm’s investment approach focuses on ESG and thematic U.S. equity strategies using a proprietary quantitative framework that evaluates social and environmental data across multiple pillars to construct optimized portfolios.
Phillip S
Series 65
Broomfield, CO
Palisade Wealth Management
Phillip Sharp is an Investment Advisor Representative at Palisade Wealth Management with one year of industry experience. Prior to transitioning into financial advising, he held roles at Google and Glance Networks. Outside of his advisory work, he is the creator and sole proprietor of scripturefix.com, an e-commerce business. Palisade Wealth Management provides customized, discretionary investment management primarily for individual and high-net-worth clients, focusing on publicly traded equities and fixed-income securities. The firm constructs portfolios with a medium- to long-term orientation tailored to clients’ specific financial situations and uses quantitative portfolio-optimization models.
Paul R
Series 65
Englewood, CO
Advanced Investments
Paul Rosell is a financial advisor at Advanced Investments in Englewood, CO, holding a Series 65 designation with four years of industry experience. His prior work includes roles at AllHealth Network and Nyansa Learning Corporation. Advanced Investments serves individual clients, small businesses, and retirement plans by providing fee-based financial planning, discretionary portfolio management, education planning, and advice on income and estate tax matters. The firm combines fundamental and technical analysis with strategies such as buy-and-hold and dollar-cost averaging, offering clients access to third-party aggregation and reporting tools for performance monitoring.
Jeremy S
CFP®, Series 63
Louisville, CO
Toro West Capital Advisors
Jeremy Shevlin is a CFP® with 21 years of industry experience, currently serving as an advisor at Toro West Capital Advisors. His prior roles include positions at Aveo Capital Partners, Cresset Asset Management, Crestone Asset Management LLC, and Crestone Securities LLC. He is a general partner of Chaingate Capital LLC, a private fund advisor. Toro West Capital Advisors is an SEC-registered wealth management and family office adviser serving ultra-high net worth individuals, family offices, trusts, estates, and other entities. The firm provides tailored investment and wealth-planning services, combining passive and active strategies with an emphasis on fundamental analysis, external manager selection, ESG customization, and access to private partnerships and illiquid investments.
John T
CFP®
Denver, CO
West End Wealth Management, LLC
John Trujillo II is a CFP® professional with 10 years of industry experience, currently working at West End Wealth Management, LLC since 2015. He serves on the Board of Directors and Foundation at Arapahoe Community College as president and is the owner of Trujillo Pottery, LLC, where he creates and sells pottery. He is also a member of the Investment Committee for the Women's Foundation of Colorado. West End Wealth Management serves high-net-worth individuals, families, trusts, estates, and institutions, managing approximately $170 million across 53 clients. The firm combines fundamental, cyclical, and technical analysis with Modern Portfolio Theory to build customized portfolios, primarily using mutual funds, ETFs, and individual securities.
Thomas S
Series 63, Series 65
Denver, CO
Sonoran Capital Management, LLC
Thomas Schubert is a financial advisor at Sonoran Capital Management, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Sonoran Capital Management since 2010. Sonoran Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, family LLCs, trusts, and retirement accounts, focusing on equity-based strategies supported by fixed income and derivatives for hedging. The firm employs a top-down global macro investment process supplemented by a proprietary model and manages portfolios according to firm strategies rather than individualized security selections.
Holly P
CFP®, Series 65
Denver, CO
J.F. Williams Co., Inc.
Holly Pickens is a CFP® and holds a Series 65 license, currently serving as a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado with two years of industry experience. Prior to joining J.F. Williams, she held various roles including positions at Northwestern Mutual and Essential Investment Partners. Outside of finance, she is involved with Rock Cheer Company. J.F. Williams Co., Inc. provides fee-only financial planning and investment management services to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses tailored investment policy statements and broadly diversified mutual funds and ETFs, managing client assets on a non-discretionary basis with centralized custody through Schwab Institutional.
David B
Series 65
Greenwood Village, CO
Bolhan Wealth
David Bolenbaugh is a financial advisor at Bolhan Wealth with a Series 65 designation and one year of experience in advisory services. He has been involved with BolHan CPAs Inc since 2013. Bolhan Wealth provides financial planning and portfolio management for individuals and business entities, offering services such as investment planning, retirement and insurance planning, and coordination of tax concerns. The firm employs a mix of investment methods and coordinates advisory work with its affiliated CPA practice.
Matthew T
Series 63, Series 66
Denver, CO
Wright Private Asset Management LLC
Matthew Tepoorten is a financial advisor with Wright Private Asset Management LLC in Denver, CO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab from 1999 to 2025. Outside of his advisory role, he owns and operates a newsletter and video blog focused on hiking, climbing, running, and gear, unrelated to financial services, and serves as an unpaid board member of the nonprofit Step Denver. Wright Private Asset Management LLC is a registered investment adviser that provides discretionary investment management to individuals, corporations, trusts, estates, charitable organizations, and employee benefit plans. The firm employs a proprietary corporate fundamental database and formal research outputs to guide portfolio management across equity and fixed-income strategies.
Benjamin K
CFA®, Series 63
Denver, CO
Brightward Financial LLC
Benjamin Kirby is a CFA® charterholder with 15 years of industry experience. He is currently with Brightward Financial LLC, where he has worked since 2026. His prior roles include positions at The Millstone Evans Group, LLC and Thornburg Investment Management. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension/employee-benefit plan consulting to a range of clients, including individuals and corporations. The firm employs a multi-asset investment approach based on proprietary models and formal committee governance.
Jenifer S
ChFC®, Series 66
Greenwood Village, CO
Bright Advisors
Jenifer Sapel is a financial advisor at Bright Advisors with 22 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior experience includes roles at WCG Wealth Advisors, Guardian Life Insurance, Park Avenue Securities, Mass Mutual Investors Services, and MetLife. In addition to her advisory work, she facilitates workshops and educational presentations through The Practice at Bright. Bright Advisors provides investment management, financial planning, and consulting services to individual, corporate, and institutional clients. The firm employs a client-centered approach with customized strategies, including discretionary portfolio management and outsourced chief investment officer engagements.
Grayson H
Series 66
Broomfield, CO
Millennial Wealth Management, LLC
Grayson Hofferber is a financial advisor at Millennial Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Millennial Wealth Management since 2016. Outside of his advisory role, he owns a bookkeeping business, Millennial Bookkeeping, which he is in the process of transitioning to a new owner. Millennial Wealth Management provides portfolio management and financial planning services to individual clients, including both high-net-worth and non-HNW households, as well as employer retirement plans. The firm emphasizes a passive, low-cost investment approach using diversified portfolios of index funds and ETFs, and provides discretionary management through third-party money managers.
Nichole G
CFP®
Denver, CO
Regista Financial Strategies, LLC
Nichole Graham is a CFP® professional with one year of industry experience, currently serving at Regista Financial Strategies, LLC. She has prior experience with firms specializing in divorce financial planning and has worked as a financial analyst providing divorce financial planning services on an hourly contract basis. Graham’s background includes roles at Wellspring Divorce Advisors, Fonte Financial Advisors, and Ameriprise Financial. Regista Financial Strategies is a fee-only registered investment adviser serving individuals, employer retirement plans, and corporate clients with discretionary portfolio management and comprehensive financial planning. The firm uses a tailored asset-allocation framework combining passive and active strategies, with a notable focus on specialized financial planning, including divorce financial planning.
Nicholas R
CFP®, Series 63, Series 66
Denver, CO
Protocol Wealth, LLC
Nicholas Rygiel is a financial advisor with Protocol Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses, with 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Blend Financial, Ironclad Financial, and Enclave Digital Wealth. He is also an investor in L1.co, a technology platform offering non-custodial wealth management tools, which is used by his affiliated firms for client advisory services. Protocol Wealth advises individuals, businesses, and decentralized organizations on both traditional and digital-asset portfolios, providing portfolio management, financial planning, and digital-asset consulting. The firm employs strategies that combine traditional and crypto holdings and uses features such as multi-party computation wallets and smart-contract vaults, with a billing model that includes fixed retainers and asset-based fees.
Jesse B
Series 63, Series 65
Denver, CO
X Advisors, LLC
Jesse Bristow is a financial advisor at X Advisors, LLC in Denver, CO, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and Advisor Group. Outside of his advisory work, he coaches youth baseball through the Slammers Baseball development program. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers tailored portfolios using a mix of individual securities, ETFs, mutual funds, and alternative investments, supported by ongoing monitoring and rebalancing.
Kelly K
Series 66
Denver, CO
Perla Wealth LLC
Kelly Kyler is a financial advisor at Perla Wealth LLC with 15 years of industry experience and a Series 66 credential. Prior to joining Perla Wealth in 2026, Kyler worked at Arx Advisors, Daniel Day, David Loven, Northwestern Mutual Wealth Management Company, Glen Babcock, and Northwestern Mutual Investment Services LLC. Kyler also serves as Chief Compliance Officer and Chief Operating Officer at ARX ADVISORS, providing investment advice and managing the firm. Perla Wealth LLC is a two-advisor investment management firm that offers discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning document services. The firm utilizes proprietary investment models combining fundamental, technical, quantitative, and economic analysis, tailoring solutions to clients’ specific needs while leveraging technology platforms including Wealth.com.
Johnny G
Series 65
Westminster, CO
APO Financial Services, LLC
Johnny Goodhue is a financial advisor at APO Financial Services, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at APO Financial Services since 2019, with prior experience at Horter Investment Management LLC and Asset Protect One Inc. Outside of his advisory role, Goodhue serves as president of Asset Protect One, Inc., an insurance and annuity sales business. APO Financial Services, LLC serves individual, business, and pension clients, providing discretionary portfolio management, financial planning, and retirement-account advice. The firm customizes portfolios using fundamental, technical, and cyclical analysis and manages most accounts on a discretionary basis.
Matthew F
Series 63, Series 65
Denver, CO
Ventana Private Wealth LLC
Matthew Friel is a financial advisor at Ventana Private Wealth LLC in Denver, CO, holding Series 63 and Series 65 licenses. He has one year of experience in financial advising and previously worked in various roles at companies including H.M. Brown Automotive and Amazon. Ventana Private Wealth LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm focuses on risk-based portfolio construction using Modern Portfolio Theory and offers personalized service to a small client base, typically managing accounts on a discretionary basis with regular reviews.
John G
CFP®, CFA®, Series 63
Golden, CO
Gilpin Wealth Management LLC
John Glasman is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Gilpin Wealth Management LLC since 2021 and previously worked at Peak Asset Management LLC for 15 years. In addition to his advisory role, he is a CPA who prepares tax returns for a limited number of family members and clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, employing customized portfolios that combine asset allocation, tactical adjustments, and both fundamental and technical analysis.
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Finding advisors...
3,765 advisors near
80002
within the area shown on the map
Out of 400,000+ nationwide