Top financial advisors in Montrose, 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.
When you're managing your finances in Montrose, CO, you might face unique challenges like planning around a flat state income tax, which differs from states with progressive taxes. Without an advisor familiar with these nuances, you could miss opportunities to optimize your tax situation.
- Local tax insight. Confirm how they incorporate Colorado's flat tax into your overall financial plan, not just federal rules.
- Income timing strategies. Ask how they help manage income recognition to minimize tax impact across years.
- Investment location decisions. Understand their approach to placing assets in taxable versus tax-advantaged accounts given your tax environment.
- Coordination with other professionals. Check how they work with your CPA or tax preparer to align strategies and avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Adam M
CFP®, Series 65
Montrose, CO
Elderado Financial, Inc.
Adam Miller offers expertise in retirement planning and cash flow management, well-suited for Montrose's flat state income tax environment. With 18 years of experience, CFP® certification, and a flat-fee structure, he provides personalized financial planning and investment management through Elderado Financial, which serves individuals and charitable organizations with a focus on client education and philanthropy.
Experience: 19 years
Avg account: $574,404
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Trevor H
Series 63, Series 66
Montrose, CO
Edward Jones
Trevor Harrison's 26 years of experience and focus on retirement income strategy and wealth management make him well-suited to address Montrose's unique tax environment, including Colorado's flat income tax. As a seasoned advisor at Edward Jones, a large firm managing over $1 trillion in assets, he offers a range of advisory strategies with an annual program fee up to 1.35%, catering to executives, founders, and retirees.
Experience: 26 years
Avg account: $246,728
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Scott F
CFP®, Series 66
Montrose, CO
LPL Financial
Scott Frazer's expertise in wealth management and retirement plans for business owners suits Montrose residents navigating Colorado's flat tax environment. His flat-fee structure and affiliation with LPL Financial, a large firm offering diverse advisory services and in-house research, differentiate him from others by combining personalized planning with broad institutional support.
Experience: 16 years
Avg account: $399,489
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Rhoda H
Series 66
Montrose, CO
Thrivent Investment Management
Rhoda Hannenberg's experience with business ownership considerations and her role at Thrivent Investment Management equip her to address Montrose's unique tax environment, including Colorado's flat income tax. Thrivent's large-firm resources and dedicated planning services for individuals and nonprofits distinguish her approach, complemented by her community involvement and three years of industry experience.
Experience: 3 years
Avg account: $162,801
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Ashley D
Series 65
Montrose, CO
Cimarron Wealth Management, Inc.
Ashley Dejulio's dual expertise in financial advising and tax preparation through her ownership of Southmont Solutions CPA, LLC, equips her to navigate Montrose's flat state income tax effectively. Her firm, Cimarron Wealth Management, emphasizes value-oriented investing and strategic asset allocation, offering flat-fee and independent advisory services, which may appeal to clients seeking integrated tax and investment strategies with transparent fees.
Experience: 5 years
Avg account: $550,340
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