Top financial advisors in Denver, 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 Denver, you might face unique challenges like balancing local tax rules with your broader financial goals. A common mistake is overlooking how Colorado's flat income tax affects your overall tax planning, which can lead to unexpected tax bills.
- Local tax insight. Confirm how the advisor integrates Colorado's flat income tax into your financial plan, rather than applying strategies suited for states with progressive taxes.
- Experience level. Ask about their years working with clients in Denver to ensure they understand regional economic factors impacting your investments.
- Fee structure clarity. Discuss how flat-fee arrangements work in practice and whether they align with your financial planning needs.
- Firm size impact. Inquire how working with advisors from large firms versus independent ones might affect the services and attention you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Zack G
CFP®
Denver, CO
True Riches Financial Planning
Zack Gutches, a CFP® professional in Denver, offers expertise in college savings and serves mid-career professionals and dual-income families, integrating Colorado's tax considerations into his planning. As an independent advisor with a flat-fee structure, he provides personalized attention through his firm True Riches Financial Planning, combining active and passive investment strategies with tax-aware and socially responsible options.
Experience: 5 years
Avg account: $655,488
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Max D
Series 66
Denver, CO
LPL Financial
Max Demby offers expertise in wealth management and retirement plans tailored for business owners, with a focus on tax-loss harvesting and college savings strategies, which are valuable for Denver residents navigating local tax rules. Operating within LPL Financial, a large firm, he provides flat-fee financial planning and consulting, combining broad client services with access to in-house research, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 2 years
Avg account: $399,489
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Jeffrey C
Series 66
Denver, CO
Bankers Life Advisory Services, Inc.
Jeffrey Collyer offers wealth management services in Denver with nine years of experience and a Series 66 designation, working at a large firm known for discretionary portfolio management and tax-efficient strategies. His firm serves mass-affluent and high-net-worth clients, combining fundamental, technical, and cyclical analysis, and provides negotiable AUM fees and hourly consulting, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 10 years
Avg account: $172,460
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Stacey F
Series 63, Series 65, Series 66
Denver, CO
Edward Jones
Stacey Fujiwara offers wealth management and tax-loss harvesting expertise in Denver, with 19 years of industry experience and Series 63, 65, and 66 licenses. Working at Edward Jones, a large firm with over 23,000 advisors, she provides access to diverse advisory strategies and serves a broad client base, which may offer more structured resources compared to smaller firms.
Experience: 20 years
Avg account: $246,728
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Martye B
Series 63, Series 65
Denver, CO
Primerica Advisors
Martye Bailey's 23 years of experience in Denver equip him to navigate local financial nuances, including Colorado's flat income tax, with expertise in ESG investing, tax-loss harvesting, and income planning. Affiliated with Primerica Advisors, a large firm offering discretionary asset management and a wrap-fee structure, he serves individual and high-net-worth clients, differentiating him through access to third-party asset managers and comprehensive investment oversight.
Experience: 24 years
Avg account: $228,117
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