Ways to browse advisors serving Boulder, CO

Pick a specialty or descriptor to browse more advisors serving Boulder, CO.

By how they work

Type	Advisors
Large-firm	1,851
Flat-fee	1,405
Independent	911
Seasoned	780
CFP®-certified	584

By who they serve

Type	Advisors
High-net-worth	831
Baby Boomer	23
Millennial	9

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,750
Executive	1,056
Wealth management	934
Retired	904
Tax-loss harvesting	651
Private / alternative investments	525
Retirement plans for business owners (SEP, solo 401k)	508
Retirement income strategy	459
Options & derivatives strategies	402
General retirement planning	390
ESG / Sustainable investing	389
College savings (529s, UTMA, etc.)	364
Active portfolio management	349
Approaching retirement	344
General estate planning guidance	325
Cash flow / budgeting	273
Mid-Career Professionals	266
Concentrated stock management	265
Business exit / sale strategy	216
Charitable giving & philanthropy	212
Income planning	190
HENRY (High Earners, Not Rich Yet)	178
Annuities	147
Established Professionals	129
Passive / index investing	122
Women Professionals	122
Multi-generational wealth transfer	117
Real estate investing	112
Business ownership considerations	101
General tax planning	94
Equity compensation tax strategy	79
Social Security optimization	77
Divorce financial planning	75
Financial Professional	65
Retirement withdrawal strategies	63
Business succession planning	54
Equity Recipients (RS/RSU, SOP, ESPP)	42
Planning for children with special needs	40
Tax strategies for small businesses	38
Attorney	25
Debt management	23
Dentist	20
Liquidity event planning	20
Parents	19
Technology Professional	18
Long-term care insurance	17
Self-Employed	17
Values-based investing	17
Doctor or Medical Professional	15
Divorced	14
Married/Couples/Partners	14
Professional Athlete	14
Life insurance needs analysis	13
Intergenerational Families	12
Medicare planning	11
Young Professionals	9
Roth conversion strategy	8
Stock option exercise strategy	8
Young Families	8
Family Business	6
LGBTQIA	6
Military & Veterans	6
Women's Finance	6
Business Financial Management	4
Charitable giving tax strategies	4
Dual Income Family	4

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