Ways to browse Independent advisors serving Aurora, CO

Pick a specialty to browse more Independent advisors serving Aurora, CO.

Browse by specialty

Find advisors serving Aurora, CO who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	772
Wealth management	542
Options & derivatives strategies	502
Private / alternative investments	481
Executive	464
Retirement plans for business owners (SEP, solo 401k)	446
Active portfolio management	300
Retirement income strategy	279
College savings (529s, UTMA, etc.)	247
Tax-loss harvesting	239
ESG / Sustainable investing	234
Retired	225
Cash flow / budgeting	198
General retirement planning	196
Concentrated stock management	177
Charitable giving & philanthropy	172
Business exit / sale strategy	168
Passive / index investing	166
General tax planning	136
Real estate investing	124
Annuities	104
General estate planning guidance	99
Income planning	97
Business ownership considerations	58
Equity compensation tax strategy	50
Long-term care insurance	44
Retirement withdrawal strategies	36
Tax strategies for small businesses	36
Business succession planning	35
HENRY (High Earners, Not Rich Yet)	33
Approaching retirement	31
Debt management	31
Mid-Career Professionals	29
Doctor or Medical Professional	22
Young Professionals	22
Social Security optimization	20
Life insurance needs analysis	18
Medicare planning	18
Self-Employed	18
Values-based investing	18
Multi-generational wealth transfer	16
Charitable giving tax strategies	13
Equity Recipients (RS/RSU, SOP, ESPP)	12
Family Business	12
Liquidity event planning	11
Roth conversion strategy	11
Women Professionals	11
Financial Professional	10
Established Professionals	9
Religious/faith focused	9
Technology Professional	8
Divorce financial planning	7
Factor investing / smart beta	7
Military & Veterans	7
Attorney	6
Dual Income Family	5
Professional Athlete	5
Business sale tax planning	4
Young Families	4
Divorced	3
Intergenerational Families	3

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