Top financial advisors in Greeley, 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 Greeley, CO when you're navigating complex investment choices or planning for major life events like retirement or education funding. A common pitfall is working with an advisor who overlooks how Colorado's flat income tax affects your overall financial plan.
- Local tax insight. Confirm the advisor understands how Colorado's flat income tax simplifies or changes your tax planning compared to states with progressive taxes.
- Experience with life transitions. Ask how they support clients through events like retirement, home purchases, or education expenses, ensuring your plan adapts accordingly.
- Investment alignment. Check how they tailor investment strategies to your personal goals and risk tolerance, not just market trends.
- Fee structure clarity. Understand whether they charge flat fees or other models, and how that impacts the advice you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David W
Series 63, Series 66
Greeley, CO
UBS Financial Services
David Weinbender offers 19 years of experience in Greeley, CO, specializing in retirement planning, cash flow management, and equity compensation tax strategies, which are crucial for navigating Colorado's tax environment. Affiliated with UBS Financial Services, a large firm serving high-net-worth clients, he provides access to institutional trading and comprehensive wealth management, distinguishing him from advisors at smaller firms.
Experience: 20 years
Avg account: $693,691
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Diane A
Series 66
Greeley, CO
Wealth Advisors Network, Inc.
Diane Alexander's 23 years of experience and Series 66 designation equip her to handle complex financial needs in Greeley, CO, including income planning and business exit strategies. Her firm, Wealth Advisors Network, offers active portfolio management with a focus on diversification, and she provides flat-fee services alongside hourly rates, distinguishing her with flexible fee options and a strong local presence.
Experience: 24 years
Avg account: $550,421
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Bobby G
CFP®, Series 63, Series 65
Greeley, CO
Edward Jones
Bobby Giles Jr. offers expertise in retirement plans for business owners and business succession planning, making him well-suited for clients in Greeley, CO navigating life transitions and tax considerations. With 29 years of experience, CFP® certification, and affiliation with Edward Jones—a large firm managing over $1 trillion in assets—he provides seasoned guidance with a fee structure up to 1.35% annually, distinguishing him from other local advisors.
Experience: 29 years
Avg account: $246,728
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Craig C
CFP®, ChFC®, Series 66
Greeley, CO
LPL Financial
Craig Conner's 16 years of experience and CFP® certification equip him to address complex financial needs in Greeley, including retirement plans for business owners and college savings strategies. Operating within LPL Financial, a large firm with extensive resources, he offers flat-fee financial planning and consulting, providing transparent pricing that may appeal to clients seeking clarity compared to hourly fee structures.
Experience: 17 years
Avg account: $399,489
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Christopher A
Series 66
Greeley, CO
GWN Securities Inc.
Christopher Ahrens offers wealth management and retirement withdrawal strategies in Greeley, CO, with a focus on passive and active portfolio management tailored to individual goals. Affiliated with GWN Securities, a large firm managing $3.65 billion, he provides flat-fee financial planning and hourly consulting, distinguishing him through flexible fee options and experience as a founder/business owner with three years in the industry.
Experience: 4 years
Avg account: $125,430
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