Top financial advisors in Edwards, 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.
You might seek a financial advisor in Edwards, CO when you're navigating local tax rules, real estate investments, or planning for mountain-area retirement. Without local insight, advisors can overlook key state-specific factors that affect your financial plan.
- Local tax knowledge. Confirm how they handle Colorado's tax nuances and any regional deductions or credits.
- Real estate expertise. Mountain properties have unique valuation and tax implications; ask about their experience with these.
- Retirement planning for mountain living. Seasonal income and cost-of-living shifts can impact your strategy; see how they incorporate these factors.
- Coordination with local professionals. Check if they collaborate with Colorado-based CPAs or estate attorneys to align your plan with state laws.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christina D
CFP®, ChFC®, Series 63, Series 66
Edwards, CO
&PARTNERS
Christina De Witt's 21 years of experience and local role as treasurer for the Mountain Vista Real Estate Investor Group equip her to navigate Edwards, CO's unique real estate and tax landscape. Affiliated with the large firm &Partners, she offers flat-fee financial planning and estate consulting, serving diverse clients including business owners and retirees, which may provide broader insights compared to advisors focused solely on individual wealth management.
Experience: 21 years
Avg account: $384,909
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Leonard S
Series 63, Series 65
Edwards, CO
Morgan Stanley
Leonard Schneiderman's 42 years of experience and role at Morgan Stanley equip him to address complex financial needs in Edwards, CO, including local estate planning nuances. His affiliation with a large firm managing $2.74 trillion in assets offers access to extensive resources, distinguishing him from advisors at smaller practices.
Experience: 43 years
Avg account: $670,481
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Paul G
Series 63, Series 65
Edwards, CO
Merrill
Paul Girard's extensive 41 years of experience and focus on wealth management and retirement income strategy make him well-suited for clients in Edwards, CO navigating local tax and retirement planning challenges. As a seasoned advisor at Merrill, a large firm, he offers a comprehensive goals-based approach and serves mid-career professionals and high earners, with a fee structure of 1.10% AUM under $2 million.
Experience: 41 years
Avg account: $860,085
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Edward K
Series 63, Series 66
Avon, CO
PNC Wealth Management
Edward Kowalewski in Edwards, CO, offers wealth management with a focus on tax-loss harvesting and multi-generational wealth transfer, supported by Edward Jones' large-firm resources. With Series 63 and 66 licenses and experience at Fidelity Investments, he combines local presence with a broad network, charging up to 1.35% annually, which may suit clients seeking comprehensive services within a large firm environment.
Experience: 3 years
Avg account: $182,752
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Jessica R
CFP®
Edwards, CO
Verity Investment Partners
Jessica Rusnock offers expertise in general retirement planning and tax strategies, which are crucial for navigating Colorado's unique financial landscape. As a CFP®-certified advisor at Verity Investment Partners, she supports high-net-worth clients with a 1.00% AUM fee, leveraging a team-based approach and a focus on dividend-paying equities to tailor investment portfolios.
Experience: 9 years
Avg account: $2,835,432
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