Top advisors in Colorado
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 Colorado when you're navigating complex local tax laws or planning for major life changes like buying a home or retiring. Without a clear understanding of Colorado-specific financial nuances, you risk missing opportunities or facing unexpected costs.
- Local tax expertise. Confirm how they handle Colorado's unique tax rules and deductions that could impact your financial plan.
- Experience with regional markets. Ask how they incorporate Colorado's economic trends into investment strategies.
- Retirement planning nuances. Ensure they consider state-specific retirement benefits and cost-of-living factors.
- Coordination with local professionals. Check if they collaborate with Colorado-based accountants or attorneys to align your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna offers financial planning services with a focus on business exit strategies and tax-loss harvesting, which can be valuable for Colorado clients managing local tax implications and business transitions. Operating within a large firm, she provides flexible fee options including flat fees and subscriptions, and brings a unique background in education and tutoring, which may appeal to clients seeking clear, educational guidance alongside their financial planning.
Experience: 1 year
Avg account: $230,599
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Ava B
Series 66
Denver, CO
Charles Schwab
Ava Bollinger's expertise in multi-state taxation and real estate investing equips her to address Colorado's unique tax laws and regional market trends, which are crucial for local financial planning. Working at Charles Schwab, a large firm serving high-net-worth clients, she offers a comprehensive approach with both discretionary and non-discretionary investment options, supported by a 0.80% annual AUM fee, distinguishing her from advisors with smaller firm affiliations or different fee structures.
Experience: 1 year
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Parker S
Series 63, Series 66
Boulder, CO
Morgan Stanley
Parker Stanford's role at Morgan Stanley equips him to address Colorado-specific financial needs, including local tax considerations and retirement planning, supported by the firm's structured advisory programs. His experience with a large firm and background at Charles Schwab provide a foundation in general estate planning, while his involvement with elder care accounting adds a unique perspective compared to other advisors in the area.
Experience: 1 year
Avg account: $670,481
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Terry T
Series 65
Colorado Springs, CO
Replica Wealth Advisors Inc
Terry Thomason's expertise in income planning, Social Security optimization, and Roth conversion strategy equips him to address Colorado-specific retirement income challenges and tax planning nuances. Operating an independent firm in Colorado Springs with 11 years of experience, he offers non-discretionary financial planning and collaborates with third-party managers, differentiating him through a consultative approach rather than direct portfolio management.
Experience: 11 years
Avg account: $125,000
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Steven A
Series 63, Series 65
Boulder, CO
Geneos Wealth Management, Inc.
Steven Arrigan's extensive 39 years of experience and Series 63 and 65 licenses position him well to navigate Colorado's unique financial landscape, including local tax laws and retirement planning nuances. Operating from Boulder with Geneos Wealth Management, he offers flat-fee and hourly financial planning options, serving a diverse clientele with a range of analytic approaches and discretionary trading authority, which may provide more tailored investment strategies compared to other advisors.
Experience: 39 years
Avg account: $423,489
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