Independent, medicare planning financial advisors in Denver, CO

Zack Gutches is a CFP® professional with five years of industry experience. He is the principal at True Riches Financial Planning, an independent firm based in Denver, CO. His career includes roles at Brighton Jones, Deloitte & Touche LLP, and LearnLux, where he currently provides financial well-being consulting to workplace participants. He also offers tax preparation services to clients of his firm. True Riches Financial Planning serves individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management, functioning as a “Personal CFO.” The firm implements tailored financial plans and portfolios using a mix of passive and active strategies, including socially responsible options and direct-indexing, and provides tax preparation services as an affiliated business.

Max Demby is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Albert Frei and Sons, Inc. and Ernst and Young, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and investment management options, including access to third-party asset managers and institutional platforms.

Jeffrey Collyer is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. He has worked at Bankers Life Securities Inc. since 2016 and Bankers Life and Casualty since 2013, where he also serves as a unit sales manager recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Stacey Fujiwara is a financial advisor at Edward Jones in Denver, CO, holding Series 63, 65, and 66 designations with 20 years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years at Restoration Hardware. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated investment products through a nationwide network of financial advisors.

Martye Bailey is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 licenses and has 23 years of industry experience. He has been affiliated with Primerica Advisors, Primerica Financial Services, and Nite Sky Electrical since 2002. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm employs a wrap-fee structure and uses third-party asset managers with oversight from an independent consultant and delegates trading responsibilities to BNY Mellon Advisors.

Charles Pritchett is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial plans that address clients' unique ambitions, including education funding, retirement lifestyle planning, and long-term family goals. His approach emphasizes simplicity and transparency in investment management to help clients navigate the complexities of wealth planning. Mr. Pritchett holds both a Bachelor's and a Master's degree from Salisbury University. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he enjoys baseball, gardening, and spending time with his family.

Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

David Donhoff is a financial advisor at Leverage Planners Wealth Management, LLC in Renton, WA, with nine years of industry experience. He holds a Series 65 designation and has been with Leverage Planners since 2017. Prior to this, he has been involved with No Bull Financial LLC since 2001, where he also engages in insurance sales and services on a limited basis. Leverage Planners primarily serves individual clients, offering discretionary asset management along with comprehensive financial planning and consulting. The firm emphasizes educational outreach through newsletters and public seminars, and employs a combination of fundamental, technical, and cyclical analysis in investment decisions, supported by a third-party sub-advisor for portfolio implementation and tax-efficient strategies.

Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.

Jeffrey Meenes is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is the sole advisor at Meenes Wealth Partners in Shrewsbury, MA, and has worked at Blueprint Financial Planning, LLC since 2010. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning services primarily to pre-retiree and retiree households. The firm follows an evidence-based investment approach emphasizing global diversification, cost efficiency, and tax-aware portfolio management, operating on a non-discretionary basis with a small, hands-on client base.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.