Ways to browse Seasoned advisors serving Colorado

Pick a specialty to browse more Seasoned 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	2,921
Wealth management	2,354
Executive	2,226
Retired	1,876
Tax-loss harvesting	1,577
Retirement income strategy	1,518
Retirement plans for business owners (SEP, solo 401k)	1,211
College savings (529s, UTMA, etc.)	854
General retirement planning	680
Private / alternative investments	654
Active portfolio management	575
Approaching retirement	574
Cash flow / budgeting	509
Options & derivatives strategies	488
Annuities	475
General estate planning guidance	465
ESG / Sustainable investing	451
Business exit / sale strategy	424
Mid-Career Professionals	386
Charitable giving & philanthropy	337
HENRY (High Earners, Not Rich Yet)	312
Income planning	307
Passive / index investing	288
Equity compensation tax strategy	256
Social Security optimization	248
Real estate investing	243
Concentrated stock management	229
Business succession planning	171
Retirement withdrawal strategies	158
Divorce financial planning	98
Multi-generational wealth transfer	97
Financial Professional	96
General tax planning	93
Business ownership considerations	86
Established Professionals	71
Educators, Teachers, and Academics	62
Planning for children with special needs	58
Debt management	52
Women Professionals	43
Tax strategies for small businesses	38
Self-Employed	35
Married/Couples/Partners	31
Values-based investing	29
Long-term care insurance	28
Attorney	27
Divorced	27
Parents	25
Charitable giving tax strategies	16
Family Business	16
Factor investing / smart beta	15
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	15
Professional Athlete	14
Roth conversion strategy	14
Life insurance needs analysis	12
Business Financial Management	11
Equity Recipients (RS/RSU, SOP, ESPP)	11
Intergenerational Families	10
Liquidity event planning	10
Medicare planning	10
Doctor or Medical Professional	9
Religious/faith focused	9
Military & Veterans	7
Retired	7
Technology Professional	7
Young Professionals	7
Disability insurance	4

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support