Ways to browse Independent advisors serving Commerce City, CO

Pick a specialty to browse more Independent advisors serving Commerce City, CO.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	741
Wealth management	526
Options & derivatives strategies	487
Private / alternative investments	464
Retirement plans for business owners (SEP, solo 401k)	441
Executive	432
Active portfolio management	276
Retirement income strategy	257
ESG / Sustainable investing	246
College savings (529s, UTMA, etc.)	242
Tax-loss harvesting	226
Retired	216
General retirement planning	193
Cash flow / budgeting	188
Concentrated stock management	167
Charitable giving & philanthropy	164
Passive / index investing	160
Business exit / sale strategy	156
General tax planning	134
Real estate investing	114
Income planning	109
Annuities	100
General estate planning guidance	97
Business ownership considerations	59
Mid-Career Professionals	44
Equity compensation tax strategy	41
Long-term care insurance	41
Retirement withdrawal strategies	34
HENRY (High Earners, Not Rich Yet)	33
Approaching retirement	32
Tax strategies for small businesses	30
Business succession planning	29
Self-Employed	27
Debt management	26
Doctor or Medical Professional	22
Young Professionals	22
Life insurance needs analysis	19
Medicare planning	17
Values-based investing	17
Social Security optimization	16
Multi-generational wealth transfer	14
Equity Recipients (RS/RSU, SOP, ESPP)	13
Family Business	12
Women Professionals	12
Liquidity event planning	11
Charitable giving tax strategies	10
Financial Professional	10
Religious/faith focused	8
Technology Professional	8
Established Professionals	7
Roth conversion strategy	7
Divorce financial planning	6
Factor investing / smart beta	6
Christian Faith Based	5
Dual Income Family	5
Professional Athlete	5
Business sale tax planning	3
Disability insurance	3
Intergenerational Families	3
Young Families	3

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