Top financial advisors in Aurora, CO
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing your finances in Aurora, CO, you might face unique challenges like balancing flat income tax with your investment and retirement plans. A common mistake is overlooking how this flat tax structure affects your overall tax strategy, which can lead to unexpected tax bills or missed savings opportunities.
- Flat tax implications. Ask how they adjust your financial plan to fit Colorado's flat income tax, not a progressive system.
- Retirement timing. Confirm how they plan withdrawals to minimize tax impact over your retirement years.
- Investment location. Inquire about their approach to placing assets in taxable versus tax-advantaged accounts.
- Local market knowledge. See if they consider Aurora's economic factors when advising on real estate or business investments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David M
Series 66
Aurora, CO
Merrill
David Martinez in Aurora, CO, specializes in tax-loss harvesting and active portfolio management, which can help navigate Colorado's flat income tax system effectively. Working at Merrill, a large firm with centralized investment oversight, he serves mid-career professionals and HENRY clients, offering managed strategies with a 1.10% AUM fee, distinguishing him through access to broad financial resources and tax-efficient services.
Experience: 5 years
Avg account: $860,085
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David B
Series 66
Denver, CO
Edward Jones
David Bartfeld offers expertise in retirement income strategy and wealth management, well-suited for navigating Aurora's flat income tax and retirement planning challenges. With 22 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment solutions and a fiduciary standard, differentiating him from advisors at smaller firms or with less comprehensive resources.
Experience: 22 years
Avg account: $246,728
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John R
Series 66
Aurora, CO
Key Investment Services LLC
John Ranieri III in Aurora, CO, offers expertise in ESG investing, tax-loss harvesting, and both passive and active portfolio management, which can help navigate Colorado's flat income tax environment. Affiliated with Key Investment Services LLC, a large firm providing model-driven wrap-fee advisory programs, he serves a diverse client base including trusts and small businesses, differentiating him from advisors focused solely on individual clients.
Experience: 1 year
Avg account: $254,267
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Darren W
Series 63, Series 65
Parker, CO
J.P. Morgan Securities
Darren Woon's experience with J.P. Morgan Securities in Aurora, CO, equips him to address local financial challenges, including tax strategies under Colorado's flat income tax. His background with large institutional advisory services and a 0.30% annual AUM fee distinguishes him from others by blending wealth management expertise with access to extensive investment resources and customized reporting.
Experience: 5 years
Avg account: $318,381
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Tonya H
Series 63, Series 65
Aurora, CO
OSAIC Institutions, INC.
Tonya Harper's 31 years of experience and expertise in annuities and tax-loss harvesting equip her to address Aurora's flat income tax challenges effectively. Operating within OSAIC Institutions, a large firm offering flat-fee and negotiable AUM fees, she serves diverse clients including executives and business owners, providing customized financial planning and access to alternative investments.
Experience: 31 years
Avg account: $308,738
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