Top financial advisors in Fort Collins, 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 Fort Collins, CO, you might face unique challenges like balancing local tax considerations with your broader financial goals. A common mistake is overlooking how Colorado's flat income tax affects your investment and retirement planning, which can lead to unexpected tax bills.
- Local tax insight. Confirm how the advisor integrates Colorado's flat tax into your overall strategy, rather than applying models from states with complex tax brackets.
- Experience with regional markets. Ask how they tailor investment choices to the economic conditions and opportunities specific to Fort Collins.
- Comprehensive income planning. Ensure they consider all income sources and timing to optimize tax efficiency under Colorado's tax rules.
- Coordination with other professionals. Check if they work with your tax preparer or estate planner to align strategies across your financial team.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David V
Series 66
Ft Collins, CO
Edward Jones
David Van Thuyne offers expertise in retirement income strategy and wealth management, with six years of experience in Fort Collins, CO, and holds a Series 66 designation. Working at Edward Jones, a large firm with over four million clients, he provides access to comprehensive advisory programs and coordinates with a broad network, differentiating him from advisors at smaller firms.
Experience: 6 years
Avg account: $246,728
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Denise M
CFP®, Series 63, Series 66
Fort Collins, CO
LPL Financial
Denise Martz offers expertise in wealth management and retirement plans for business owners, with 27 years of experience and CFP® certification, making her well-equipped to address Fort Collins' financial landscape including tax considerations. Affiliated with LPL Financial, a large firm providing in-house research and model portfolios, she offers flat-fee financial planning, distinguishing her approach from hourly fee structures and smaller firms.
Experience: 27 years
Avg account: $399,489
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Morgan G
Series 65
Fort Collins, CO
AE Wealth Management, LLC
Morgan Gray's expertise in tax-loss harvesting and retirement plans for business owners suits Fort Collins clients navigating Colorado's flat income tax and local market conditions. Operating within AE Wealth Management, a large firm offering flat-fee options and model portfolio solutions, he supports self-employed and founder clients with tailored financial planning and discretionary asset management.
Experience: 2 years
Avg account: $387,358
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Charlotte M
Series 63, Series 66
Fort Collins, CO
Raymond James Financial
Charlotte Mcconnell's 30 years of experience and Series 63 and 66 credentials equip her to address Fort Collins' unique financial landscape, including Colorado's flat income tax. Working with Raymond James Financial, a large firm offering flat-fee and hourly planning options, she supports diverse clients with tailored plans and non-discretionary investment consulting, distinguishing her through comprehensive, risk-profiled strategies.
Experience: 30 years
Avg account: $700,796
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Arlen O
CFP®, Series 66
Fort Collins, CO
Guidepost Financial Planning, LLC
Arlen Olberding offers expertise in income and tax planning tailored to Fort Collins, CO, integrating local tax considerations with retirement strategies. With 20 years of experience and CFP® certification, he provides flat-fee financial planning and discretionary investment management focused on low-cost index funds, distinguishing his independent, fee-only approach from others in the area.
Experience: 20 years
Avg account: $584,615
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