We know you're busy, so we'll keep this brief! Like everyone else on this site, we're a fee-only Registered Investment Advisor! Fee-only means that our compensation comes directly from you, the client, and never from mutual fund companies, referral fees or insurance companies. While we're based in Denver, as an SEC-registered investment advisor, we serve clients from NY to California. We specialize in working with healthcare and technology professionals with equity compensation, delivering comprehensive wealth management services, including tax planning. Most of our clients pay a flat fee, with a low AUM fee for assets over $2MM. We'd love the opportunity to hear from you and see how we can help. Jump over to our site and book your introductory meeting. Thanks!

James Wheeler II is the principal of James Wheeler & Co. Advisors in Centennial, CO, holding Series 63 and Series 66 licenses with 34 years of industry experience. His career includes extensive experience managing his own firm since the mid-1990s as well as roles at First Discount Brokerage, Inc. and Select Quote, where he is also an insurance agent specializing in Medicare supplement sales. James Wheeler & Co. Advisors provides discretionary investment supervisory services and financial advice to individuals and business entities, using client-specific investment policy statements and a mix of stocks, bonds, ETFs, and mutual funds. The firm typically serves a small client base and incorporates fundamental, technical, and cyclical analysis in portfolio management, with accounts reviewed quarterly and objectives reassessed annually.

William Palmer is a CFP® professional with 17 years of experience in financial advising. He has led William Palmer Associates, LLC since its founding in 2012. The firm provides discretionary investment management and financial planning services to individual and institutional clients, including pension and profit-sharing plans, trusts, and small businesses. William Palmer Associates applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified passive funds and tailored asset allocations supported by written investment policies and Monte Carlo analysis. The firm combines retail wealth management with employee benefit and pension consulting services, integrating third-party model portfolios and sub-advisors, which is uncommon among similarly sized independent advisory practices.

Christopher Bahnsen is a financial advisor with Montgomery Financial Planning LLC in Arvada, CO. He holds a Series 65 designation and has recent financial planning credentials from the College for Financial Planning. His prior work experience includes roles at Anthem, Hitachi Digital Services, and Apple & Arrow Sales. Montgomery Financial Planning, LLC provides fee-only financial planning services to individuals and families, offering tiered engagements from basic plans to complex pre-retirement and business succession coordination. The firm emphasizes diversified, long-term investment approaches and operates with flat-fee and hourly billing structures rather than asset-based fees.

Glenn Edwards is a financial advisor at Alpine Financial Advisers, LLC in Golden, Colorado, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Alpine Financial Advisers since 2007, operating as the sole advisor at the firm. Alpine Financial Advisers serves individual clients by providing comprehensive financial planning and discretionary portfolio management focused on retirement, education, and estate goals. The firm uses a documented six-step planning process supported by a licensed, internet-accessible platform, applying Modern Portfolio Theory combined with tactical asset allocation across diversified global asset classes.

Daniel Schutte is the sole advisor at Schutte Financial LLC, an independent firm based in Denver, CO. He holds a Series 66 designation and has nine years of industry experience. His prior roles include multiple positions at Visa, Inc. and currently at Juniper Networks, Inc. outside of his advisory work. Additionally, he has been involved with the Civil Air Patrol and The Salvation Army for over a decade. Schutte Financial serves individual and institutional clients, offering portfolio management primarily through third-party advisory platforms, along with financial planning and pension consulting. The firm also operates private hedge funds employing market‑timing and active strategies, combining a solo advisory practice with in-house fund management.

Lisa McCann is the founder and sole advisor at Seva Wealth Management in Centennial, CO. She holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to establishing Seva Wealth Management, she worked at Northwestern Mutual and has held roles including CEO of Vi-Bhakti Ventures and Assistant CFO of the Colorado Satsang Society, a nonprofit organization. Seva Wealth Management provides discretionary asset management and advisory services focused on retirement plan sponsors, offering ERISA 3(21) fiduciary advice alongside financial planning and consulting. The firm employs diversified portfolios consistent with modern portfolio theory and utilizes third-party managers to implement client strategies.

Jahndavid Teschler is a financial advisor at The Western Wealth Group, Inc. in Greenwood Village, CO, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 1999, alongside his role at Western Wealth Group since 2009. The Western Wealth Group, Inc. offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $107 million across about 60 client relationships, employing a primarily long-term investment approach based on fundamental analysis with portfolios composed largely of mutual funds, ETFs, individual stocks, bonds, and occasional alternative investments.

Brandon Fischer is a CFP® professional based in Aurora, Colorado, with experience across accounting and financial services since 2014. He is the principal of STRIDE Tax and Wealth Advisors, LLC, where he has worked since 2025, and also owns BMF Tax and Financial, LLC, an accounting and tax services firm. STRIDE Tax and Wealth Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses with financial planning and discretionary investment management, emphasizing asset allocation based on Modern Portfolio Theory and primarily passive investment strategies.

Craig Jacobson is the sole advisor at Roads Capital LLC, an independent investment advisory firm based in Denver, CO. He holds the CFA® designation and Series 63 license and has 15 years of industry experience. Jacobson founded Roads Capital in 2010 and has maintained his role there since. Roads Capital provides discretionary portfolio management to individual clients through separately managed accounts, focusing on tailored portfolio construction with publicly traded securities. The firm's investment approach emphasizes value-based, fundamental analysis and typically employs relatively concentrated equity positions within client guidelines.

James Mcknight is a CFA® charterholder with 16 years of experience in the financial advisory industry. He is the principal of Polaris Wealth Partners, an independent firm he joined in 2024 after 18 years at Rio Asset Management LLC. Polaris Wealth Partners is a fee-only investment adviser serving high-net-worth individuals, pension and profit-sharing plan sponsors, and charitable organizations. The firm focuses on asset-allocation-driven portfolios combining passive and active strategies, and provides retirement plan consulting alongside bespoke wealth management.

I transitioned into financial planning from the tech world, where I also held a mix of equity grants. Like many of my clients today, I was excited to own part of the companies I helped build. But that excitement quickly turned to confusion when it came time to actually develop a strategic plan. I understood that things like the Alternative Minimum Tax existed, but what I really needed was a holistic strategy — something that connected my equity decisions with my broader financial goals. My own experience is what inspired me to found Presidio Advisors. Today, I help Millennials and tech professionals gain clarity and confidence around their equity compensation and path toward financial independence. Building deep, long-term relationships with my clients is what is what gets me up in the morning. I’m based in Denver, CO and serve clients virtually across the U.S.

Vincent Jansen is a financial advisor at Artificial Alpha Investments in Denver, CO, holding a Series 65 designation with five years of industry experience. His background includes roles at Visit California and NanoAl, as well as a four-year tenure at Northwestern University. Artificial Alpha Investments is an independent firm that provides discretionary portfolio management and standalone hourly financial consulting, primarily serving individuals as well as small businesses, trusts, and estates. The firm employs a quantitative investment approach focused on proprietary trading models for large-cap equities and offers detailed performance reporting, model backtesting, and comprehensive retirement and withdrawal strategy analyses.

I help people nearing retirement and living in retirement make sense of the financial decisions that all start to come together at once. Investments are part of that, but so are taxes, retirement income, Social Security, Medicare, insurance, and the trade-offs that come with each decision. I work with clients who want advice that is thoughtful, coordinated, and grounded in the realities of retirement rather than generic rules of thumb. My firm uses a flat-fee fiduciary model because I want the relationship to be transparent and aligned from the start. I provide ongoing financial planning and investment management, with a strong focus on tax efficiency and practical decision-making. Much of the value comes from helping clients think through things like withdrawal strategies, Roth conversions, Social Security timing, Medicare-related tax issues, and how to fit all of that into a sustainable long-term plan. Tax preparation is also available for a separate fee through my separate tax firm under common ownership, which can help create a more coordinated planning process where appropriate. As a person, I tend to bring a calm, straightforward style to my work. I am not interested in making things sound more complicated than they need to be. I want clients to feel informed, organized, and confident that their plan is being looked after with care and attention.

Lefteri Melonakis is a CFP® with 26 years of industry experience and is the sole advisor at Melonakis Financial, an independent firm based in Thornton, CO. He has been operating under Melonakis Financial since 2011. Melonakis Financial provides personal financial planning and investment management to individuals, families, small businesses, and non-profit entities, focusing on retirement planning, education funding, estate planning, charitable objectives, and business succession. The firm employs a fiduciary approach, emphasizing fundamental security analysis, strategic asset allocation, and tailored recommendations to align with each client's specific circumstances.

Suzue Sato is a financial advisor at MoneyCafe Advisors, LLC in Denver, CO, holding a Series 65 designation with 16 years of industry experience. She has been with MoneyCafe Advisors since 2009. MoneyCafe Advisors serves individual and small-business clients, including high-net-worth households, offering comprehensive financial planning, investment management, and project-based consulting. The firm emphasizes fundamental analysis and longer-term holdings, providing mostly non-discretionary management and coordinating closely with clients and other professionals.

Nicholas Donaldson is a financial advisor at Investment Fiduciary Planners, LLC in Denver, CO, with 20 years of industry experience. He holds the Series 66 designation and has worked at GVC Capital LLC and Cape Securities, Inc. He is also an independent insurance agent and mortgage loan officer outside of his advisory role. Investment Fiduciary Planners provides customized portfolio management and financial planning services to individuals, high-net-worth clients, non-profits, and small businesses. The firm uses a structured investment approach combining fundamental analysis, modern portfolio theory, and technical analysis, with a focus on both discretionary and non-discretionary asset management.

Qiang Raleigh is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Red Meadow Advisors, LLC, an independent advisory firm based in Littleton, CO. Prior to founding the firm, he has institutional operations experience, including building an in-house international trading desk. Red Meadow Advisors serves individual clients, trusts, estates, and business entities, focusing on discretionary portfolio management alongside financial planning and business consulting. The firm employs an index-driven core portfolio using mutual funds and ETFs combined with a sector-rotation overlay based on fundamental research and economic analysis, maintaining a long-only, discretionary approach with frequent client engagement.

Lucy Barnett is the sole advisor at Barnett Investment Counsel, LLC in Denver, Colorado. She holds 27 years of industry experience and has been with Barnett Investment Counsel since 1995. Barnett Investment Counsel provides discretionary portfolio management and hourly investment advice to individuals, trusts, retirement accounts, pension and profit-sharing plans, and small businesses. The firm emphasizes individualized portfolios focused on high-quality companies, sector positioning, asset allocation, and risk management, with a notable focus on pension/profit-sharing plans and business clients.

Thomas Little is a CFP® and holds a Series 66 license with seven years of industry experience. He is the principal of Yeti Wealth Management Group, LLC, an independent firm in Highlands Ranch, CO. Prior to founding Yeti Wealth Management Group, he worked at multiple firms, including LPL Financial and McKinlay Smallwood Financial Partners. Yeti Wealth Management Group provides advisory services to individuals, trusts, corporations, and retirement and profit-sharing plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach guided by written investment policy statements and serves as an ERISA fiduciary for select retirement plans.