Top financial advisors in Boulder, 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.
You might seek a financial advisor in Boulder, CO when facing complex decisions like managing investments, planning for retirement, or navigating tax implications in a state with a flat income tax. A common mistake is overlooking how local tax rules and your unique financial goals interact, leading to less effective strategies.
- Local tax insight. Confirm how they incorporate Colorado's flat income tax into your overall plan, not just general tax advice.
- Experience with diverse portfolios. Ask how they tailor investment approaches to your risk tolerance and life stage.
- Retirement readiness. Inquire about their approach to timing withdrawals and managing income streams to fit your retirement goals.
- Fee structure clarity. Understand whether their flat-fee model aligns with your financial situation and service expectations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Peter R
Series 63, Series 66
Boulder, CO
Secure Asset Management, L.L.C.
Peter Ruh offers expertise in income planning and options strategies, well-suited for managing investments and retirement income in Boulder, CO. With 24 years of experience and an independent approach at Secure Asset Management, he serves both high-net-worth and non-high-net-worth clients, using personalized plans and third-party managers, with fees up to 2% annually, providing a flexible and seasoned option among local advisors.
Experience: 24 years
Avg account: $302,612
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Michael M
Series 63, Series 65
Loveland, CO
Key Investment Services LLC
Michael Meyer in Boulder, CO, brings 10 years of experience and expertise in ESG investing, tax-loss harvesting, and both passive and active portfolio management, which suits clients navigating Colorado's flat income tax. Affiliated with a large firm offering wrap-fee advisory programs and model-driven investment options, he serves individuals, trusts, and corporations with a 1.40% annual advisory fee, differentiating him through access to bank-developed investment models and dedicated oversight committees.
Experience: 11 years
Avg account: $254,267
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Paul D
Series 65
Boulder, CO
MAI Capital Management, LLC
Paul Dipalma in Boulder, CO offers expertise in private and alternative investments, concentrated stock management, and options strategies, suitable for clients seeking tailored wealth management. His firm, MAI Capital Management, serves high-net-worth individuals and institutional clients with a multi-strategy investment approach and negotiates flat-fee annual retainers, differentiating him from advisors with standard AUM fees or smaller firm settings.
Experience: 7 years
Avg account: $2,176,834
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Jacob J
Series 66
Boulder, CO
Merrill
Jacob Jelinek in Boulder, CO, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Colorado's flat income tax and optimize investment strategies. Working with Merrill, a large firm serving diverse clients including executives and business owners, he provides managed account programs with a 1.10% AUM fee, distinguishing him through access to broad capital markets and tax-efficient approaches.
Experience: 4 years
Avg account: $860,085
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Alana M
CFP®, Series 66
Boulder, CO
Carson Wealth
Alana Macy's expertise in retirement income strategy and tax-loss harvesting suits clients navigating Colorado's flat income tax and retirement planning in Boulder. Her affiliation with CWM, LLC, a large firm serving diverse clients including high-net-worth families and institutions, offers access to discretionary portfolio management and a flat-fee structure, distinguishing her from advisors with smaller practices or different fee models.
Experience: 11 years
Avg account: $875,860
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