Top private / alternative investments financial advisors in Breckenridge, 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 considering private or alternative investments, you likely want to diversify beyond traditional stocks and bonds. A common mistake is underestimating the unique risks and liquidity constraints these investments carry.
- Risk assessment expertise. Confirm how the advisor evaluates the specific risks tied to private equity, real estate, or hedge funds.
- Liquidity planning. These investments often lock up your money; ask how they plan for your cash flow needs around these timelines.
- Fee structure clarity. Alternative investments can have complex fees; ensure the advisor explains how these impact your returns.
- Alignment with your goals. Private investments should fit your overall financial plan, not just chase high returns—ask how they integrate these options with your broader objectives.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Mason B
Series 66
Frisco, CO
Charles Schwab
Mason Burnside's focus on private and alternative investments, along with real estate investing and multi-state taxation, suits clients seeking diversification beyond traditional assets in the Breckenridge area. Affiliated with Charles Schwab, a large firm serving high-net-worth individuals with a 0.80% annual AUM fee, he offers access to multi-asset model portfolios and managed-account services, differentiating him through firm resources despite his relatively recent industry experience.
Experience: 2 years
-
Ann S
Series 63, Series 66
Silverthorne, CO
Arax Advisory Partners
Ann Sandquist specializes in private and alternative investments with 28 years of experience, offering expertise in active portfolio management and business exit strategies. Based in Silverthorne, CO, she provides flat-fee and asset-based pricing through Arax Advisory Partners, serving high earners and business owners with tailored wealth management and retirement planning services.
Experience: 28 years
Avg account: $1,602,916
-
Ryan B
Series 63, Series 65
Blue River, CO
&PARTNERS
Ryan Barber's 21 years of experience and expertise in private and alternative investments make him well-suited for managing complex portfolios in Breckenridge, CO. Operating within the large firm PARTNERS, he offers flat-fee and negotiable asset-based advisory options, serving a diverse clientele including high-net-worth individuals and institutional investors, which distinguishes him from other advisors in the area.
Experience: 22 years
Avg account: $384,909
-
Megan N
CFP®
Frisco, CO
Mission Wealth Management, LP
Megan Nuttelman specializes in private and alternative investments, supported by her CFP® certification and experience at Mission Wealth Management, a firm managing $17 billion with a focus on high-net-worth clients. She offers flat-fee financial planning and consulting, which may appeal to mid-career professionals and HENRY clients seeking transparent fees and long-term investment strategies incorporating alternative assets.
Experience: 1 year
Avg account: $3,159,829
-
Amanda F
CFP®, Series 63, Series 65
Silverthorne, CO
Focus Partners Wealth, LLC
Amanda Falkum specializes in private and alternative investments, leveraging 23 years of experience and CFP® certification to manage complex portfolios with a blend of active and passive strategies. Based in Silverthorne, CO, she serves high-net-worth clients through Focus Partners Wealth, LLC, a large firm offering flat-fee structures and comprehensive wealth advisory services, distinguishing her from advisors with narrower focuses or smaller practices.
Experience: 23 years
Avg account: $2,557,933
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Breckenridge, CO
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)