Top financial advisors in Colorado Springs, 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.
If you're managing your finances in Colorado Springs, you might face unique challenges like balancing tax planning with local economic factors. A common mistake is overlooking how Colorado's flat income tax affects your overall strategy, which can lead to missed opportunities.
- Local tax insight. Confirm how the advisor integrates Colorado's flat income tax into your financial plan, rather than applying strategies suited for progressive-tax states.
- Experience with regional markets. Ask how they tailor investment choices to Colorado Springs' economic environment and cost of living.
- Comprehensive income planning. Ensure they consider all income sources and timing to optimize your tax situation throughout the year.
- Coordination with other professionals. Check if they work alongside your tax preparer or estate planner to align strategies effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tyler J
Series 63, Series 66
Colorado Springs, CO
Eagle Strategies (NY Life)
Tyler Jordan's nine years of experience and focus on retirement income strategies and business owner retirement plans make him well-suited for financial needs in Colorado Springs, especially considering local tax and economic factors. Operating within Eagle Strategies, a large firm with a client-directed investment approach, he offers flexible fee structures including AUM, hourly, and subscription options, which may appeal to a range of clients including executives and founders.
Experience: 9 years
Avg account: $235,446
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David M
Series 65, Series 63
Colorado Springs, CO
Lincoln Investment
David Motley offers expertise in wealth management and retirement plans tailored for business owners, making him well-suited to address Colorado Springs' unique financial landscape, including tax planning. His affiliation with Lincoln Investment, a large firm managing $18.9 billion in assets, provides access to diverse resources, while his flat-fee options and experience with educators and high earners distinguish him from other advisors.
Experience: 11 years
Avg account: $157,266
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Travis F
Series 66
Colorado Springs, CO
Edward Jones
Travis Feldman offers retirement income strategies and business exit planning tailored to Colorado Springs, leveraging his background as a founder and business owner. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to diverse advisory programs with a fee of up to 1.35% annually, distinguishing him through broad firm resources despite his relatively recent advisory experience.
Experience: 1 year
Avg account: $246,728
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Katharine E
Series 66
Colorado Springs, CO
LPL Financial
Katharine Euler's seven years at LPL Financial in Colorado Springs equip her to address local financial needs, including tax-loss harvesting and retirement plans for business owners. Her flat-fee structure and affiliation with a large firm offering extensive investment research distinguish her from others, while her experience as a local business co-owner adds practical insight into regional economic factors.
Experience: 7 years
Avg account: $399,489
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Seth J
CFP®, Series 66
Colorado Springs, CO
Cetera
Seth Jensen's expertise in wealth management and tax-loss harvesting suits Colorado Springs residents navigating the state's flat income tax and local economic factors. His CFP® certification, affiliation with Cetera's large firm network, and flexible flat-fee or hourly consulting options distinguish him from others by offering tailored financial planning with access to diverse portfolio management solutions.
Experience: 5 years
Avg account: $306,089
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