Ways to browse Independent advisors serving Denver, CO

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	788
Wealth management	562
Options & derivatives strategies	520
Private / alternative investments	489
Executive	469
Retirement plans for business owners (SEP, solo 401k)	467
Active portfolio management	306
Retirement income strategy	278
ESG / Sustainable investing	259
College savings (529s, UTMA, etc.)	258
Tax-loss harvesting	243
Retired	229
General retirement planning	211
Cash flow / budgeting	206
Passive / index investing	181
Concentrated stock management	178
Charitable giving & philanthropy	174
Business exit / sale strategy	166
General tax planning	145
Real estate investing	126
Income planning	118
Annuities	110
General estate planning guidance	100
Business ownership considerations	60
Mid-Career Professionals	47
Equity compensation tax strategy	46
Long-term care insurance	45
Tax strategies for small businesses	38
HENRY (High Earners, Not Rich Yet)	35
Retirement withdrawal strategies	34
Approaching retirement	33
Business succession planning	33
Debt management	32
Young Professionals	23
Doctor or Medical Professional	22
Life insurance needs analysis	22
Social Security optimization	22
Medicare planning	19
Values-based investing	19
Self-Employed	17
Equity Recipients (RS/RSU, SOP, ESPP)	15
Multi-generational wealth transfer	14
Charitable giving tax strategies	12
Family Business	12
Liquidity event planning	12
Women Professionals	12
Financial Professional	10
Religious/faith focused	9
Technology Professional	9
Established Professionals	8
Factor investing / smart beta	7
Military & Veterans	7
Roth conversion strategy	7
Divorce financial planning	6
Christian Faith Based	5
Dual Income Family	5
Professional Athlete	5
Young Families	4
Business sale tax planning	3
Disability insurance	3
Divorced	3
Intergenerational Families	3

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