Browse all Seasoned advisors in Colorado

Every advisor below is licensed to work with clients in Colorado. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,107
Retired	1,876
Wealth management	1,748
Executive	1,656
Tax-loss harvesting	1,569
Retirement plans for business owners (SEP, solo 401k)	1,213
College savings (529s, UTMA, etc.)	945
Retirement income strategy	860
General retirement planning	706
Private / alternative investments	654
Active portfolio management	600
Approaching retirement	574
Cash flow / budgeting	510
Options & derivatives strategies	490
Annuities	477
ESG / Sustainable investing	452
Business exit / sale strategy	422
Mid-Career Professionals	386
Income planning	355
General estate planning guidance	353
Charitable giving & philanthropy	333
HENRY (High Earners, Not Rich Yet)	310
Self-Employed	293
Passive / index investing	282
Social Security optimization	259
Equity compensation tax strategy	256
Real estate investing	245
Concentrated stock management	226
Business succession planning	171
Retirement withdrawal strategies	155
Divorce financial planning	98
Multi-generational wealth transfer	97
Financial Professional	95
General tax planning	93
Business ownership considerations	86
Established Professionals	69
Educators, Teachers, and Academics	62
Planning for children with special needs	58
Debt management	52
Women Professionals	43
Married/Couples/Partners	33
Tax strategies for small businesses	31
Values-based investing	31
Long-term care insurance	28
Attorney	27
Divorced	27
Parents	23
Charitable giving tax strategies	16
Factor investing / smart beta	15
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	15
Professional Athlete	14
Roth conversion strategy	14
Family Business	13
Life insurance needs analysis	12
Business Financial Management	11
Equity Recipients (RS/RSU, SOP, ESPP)	11
Doctor or Medical Professional	10
Liquidity event planning	10
Medicare planning	10
Intergenerational Families	9
Religious/faith focused	9
Military & Veterans	7
Retired	7
Technology Professional	7
Stock option exercise strategy	5
Disability insurance	4
Young Professionals	4

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