Top financial advisors in Broomfield, 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 Broomfield, CO when you're navigating complex investment choices or planning for major life events like retirement or education funding. A common pitfall is working with an advisor who overlooks how Colorado's flat income tax affects your overall financial plan.
- Tax-aware planning. Confirm how the advisor integrates Colorado's flat income tax into your strategy, rather than applying models designed for states with progressive taxes.
- Experience with local regulations. Ask how they stay current on Colorado-specific financial rules that could impact your investments or retirement accounts.
- Fee structure clarity. Since many advisors here offer flat-fee arrangements, understand how this pricing aligns with the services you need.
- Coordination with other professionals. Check if they collaborate with your tax preparer or estate attorney to ensure your plan is cohesive and efficient.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brian F
Series 63, Series 65
Broomfield, CO
The huntington Investment company
Brian Frank in Broomfield, CO, offers expertise in ESG investing, options and derivatives strategies, and tax-loss harvesting, which can support tax-aware financial planning in Colorado. Working with The Huntington Investment Company, a large firm managing $6.3 billion with nearly 400 advisors, he provides access to a model-driven platform and specialized tax management services, differentiating him from smaller local advisors.
Experience: 7 years
Avg account: $184,627
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Julian K
Series 66
Broomfield, CO
Merrill
Julian Ka in Broomfield, CO, offers tax-loss harvesting and active portfolio management, which can help navigate Colorado's flat income tax landscape. Affiliated with Merrill, a large firm providing managed account programs and discretionary portfolio management, he serves mid-career professionals and HENRY clients with a 1.10% AUM fee, distinguishing him through access to extensive capital markets resources and tax-efficient strategies.
Experience: 1 year
Avg account: $860,085
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Michael M
Series 66
Broomfield, CO
J.P. Morgan Securities
Michael Martin offers wealth management services in Broomfield, CO, backed by 11 years of industry experience and a Series 66 designation. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, he provides asset allocation advice with a 0.30% annual AUM fee, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 11 years
Avg account: $318,381
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Adrien V
Series 65
Broomfield, CO
Lybis Investing
Adrien Vanpoperinghe in Broomfield, CO, offers financial planning and discretionary investment management with a focus on passive index ETFs and ESG factors, suitable for high-net-worth clients. His flat-fee structure ranging from $1,000 to $10,000 and experience at Lybis Investing differentiate him by combining sustainable investing expertise with transparent pricing and personalized service.
Experience: 5 years
Avg account: $329,589
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Meagan B
Series 66
Broomfield, CO
Edward Jones
Meagan Beresford in Broomfield, CO, specializes in college savings plans and serves clients including women professionals and parents, which suits those planning education funding. Working at Edward Jones, a large firm with over $1 trillion in assets, she offers advisory programs with a fee up to 1.35% annually, providing access to tax-efficient services and a broad range of investment options.
Experience: 2 years
Avg account: $246,728
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