Ways to browse Independent advisors serving Broomfield, CO

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	668
Wealth management	456
Options & derivatives strategies	451
Private / alternative investments	438
Executive	398
Retirement plans for business owners (SEP, solo 401k)	387
Active portfolio management	272
ESG / Sustainable investing	239
Retirement income strategy	231
College savings (529s, UTMA, etc.)	208
Tax-loss harvesting	192
General retirement planning	184
Concentrated stock management	180
Retired	175
Cash flow / budgeting	173
Charitable giving & philanthropy	150
Passive / index investing	147
Business exit / sale strategy	142
General tax planning	127
Income planning	99
Real estate investing	96
General estate planning guidance	95
Annuities	76
Business ownership considerations	53
Mid-Career Professionals	46
Equity Recipients (RS/RSU, SOP, ESPP)	34
HENRY (High Earners, Not Rich Yet)	33
Approaching retirement	31
Long-term care insurance	31
Retirement withdrawal strategies	31
Tax strategies for small businesses	31
Business succession planning	29
Self-Employed	28
Women Professionals	28
Young Professionals	24
Equity compensation tax strategy	23
Social Security optimization	23
Debt management	22
Values-based investing	22
Doctor or Medical Professional	19
Life insurance needs analysis	19
Medicare planning	16
Multi-generational wealth transfer	14
Stock option exercise strategy	12
Liquidity event planning	11
Financial Professional	9
Professional Athlete	9
Technology Professional	9
Religious/faith focused	8
Family Business	7
Divorce financial planning	6
Factor investing / smart beta	6
Roth conversion strategy	6
Charitable giving tax strategies	5
Dual Income Family	5
Established Professionals	4
Intergenerational Families	4
Business Financial Management	3
Business sale tax planning	3
Disability insurance	3
Young Families	3

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