Ways to browse Independent advisors serving Colorado

Pick a specialty to browse more Independent advisors serving Colorado.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,047
Wealth management	1,539
Executive	1,160
Options & derivatives strategies	1,137
Retirement plans for business owners (SEP, solo 401k)	1,053
Private / alternative investments	1,049
Retirement income strategy	870
Active portfolio management	802
Retired	776
College savings (529s, UTMA, etc.)	658
General retirement planning	649
Tax-loss harvesting	628
Concentrated stock management	513
ESG / Sustainable investing	473
Cash flow / budgeting	471
Passive / index investing	417
Charitable giving & philanthropy	415
Income planning	412
Annuities	407
Business exit / sale strategy	331
General tax planning	318
Real estate investing	291
General estate planning guidance	235
Business succession planning	186
Equity compensation tax strategy	161
Business ownership considerations	154
Retirement withdrawal strategies	137
Tax strategies for small businesses	126
Debt management	94
Long-term care insurance	87
Social Security optimization	83
Approaching retirement	79
Mid-Career Professionals	71
HENRY (High Earners, Not Rich Yet)	61
Doctor or Medical Professional	56
Young Professionals	55
Self-Employed	50
Women Professionals	50
Life insurance needs analysis	48
Values-based investing	48
Charitable giving tax strategies	41
Equity Recipients (RS/RSU, SOP, ESPP)	40
Educators, Teachers, and Academics	37
Professional Athlete	36
Roth conversion strategy	36
Established Professionals	30
Factor investing / smart beta	30
Divorce financial planning	29
Business sale tax planning	26
Religious/faith focused	23
Financial Professional	22
Medicare planning	22
Military & Veterans	20
Multi-generational wealth transfer	20
Business Financial Management	19
Disability insurance	17
Stock option exercise strategy	16
Liquidity event planning	15
Attorney	13
Retired	13
Young Families	13
Airline Pilot	11
Family Business	11
Planning for children with special needs	11
Technology Professional	11
Married/Couples/Partners	10
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	8
Widow/Widower	8
Women Business Owners	7
Christian Faith Based	6
Divorced	6
Dual Income Family	6
Early retirement planning	6
Intergenerational Families	6
Women's Finance	5
Sandwich Generation	4
Trust structures (GRAT, IDGT, revocable)	4
Elder care planning	3
Engineering Professional	3
FIRE (Financial Independence Retire Early)	3

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