Top financial advisors in Cañon City, 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 Cañon City, CO when you're managing multiple income sources or planning for long-term financial goals in a state with a flat income tax. Without expertise in local tax nuances, advisors may overlook opportunities to optimize your tax situation effectively.
- Local tax knowledge. Confirm how they incorporate Colorado's flat income tax into your overall plan to avoid unnecessary tax burdens.
- Income source coordination. Ask how they handle diverse income streams, such as investments and employment, to create a cohesive strategy.
- Long-term goal alignment. Ensure they connect your financial decisions to your future plans, not just immediate returns.
- Experience with local regulations. Verify their familiarity with Colorado-specific financial rules that could impact your investments or retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Andrew H
ChFC®, Series 63
Canon City, CO
Hahn Financial Services, LLC
Andrew Hahn offers expertise in retirement income strategy and income planning, well-suited for managing multiple income sources in Cañon City, CO. His firm employs long-term investment strategies like asset allocation and dollar-cost averaging, with a flat-fee planning option starting at $500, distinguishing him from others by combining seasoned experience with flexible fee structures and insurance offerings.
Experience: 27 years
Avg account: $158,039
-
Janice G
Series 66
Canon City, CO
Cetera
Janice Graham's expertise in wealth management and tax-loss harvesting, combined with her nine years of experience and Series 66 designation, equips her to address the financial complexities faced by clients in Cañon City, CO, including those with multiple income sources and retirement planning needs. Operating within Cetera, a large firm offering flat-fee and negotiated hourly consulting, she serves diverse clients such as high earners and business owners, providing both personalized financial planning and fiduciary services.
Experience: 10 years
Avg account: $306,089
-
Bradford K
Series 66
Canon City, CO
Edward Jones
Bradford Knifong offers wealth management and tax-loss harvesting expertise in Cañon City, CO, which is valuable for managing multiple income sources and long-term goals in Colorado's tax environment. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a broad advisory network, with a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 11 years
Avg account: $246,728
-
Jeffrey R
Series 63, Series 66
Canon City, CO
Raymond James Financial
Jeffrey Reish's 26 years of experience and Series 63 and 66 licenses equip him to navigate Colorado's flat income tax and local financial regulations effectively, supporting long-term retirement and business succession planning. Operating within Raymond James Financial, a large firm offering flat-fee and hourly services, he serves diverse clients including business owners and retirees, distinguishing him with a broad client focus and seasoned expertise in Canon City.
Experience: 26 years
Avg account: $700,796
-
Philip B
Series 65, Series 66
Canon City, CO
LPL Financial
Philip Brown's 24 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting make him well-suited to address the financial complexities in Cañon City, CO, including local tax considerations. Operating within LPL Financial, a large firm offering diverse investment options and flat-fee planning, he serves a broad client base, providing a balance of personalized service and institutional resources.
Experience: 24 years
Avg account: $399,489
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Cañon City, 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")