Top financial advisors in Pueblo, 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 Pueblo, CO, you might face unique challenges like planning around a flat 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.
- Flat tax expertise. Confirm how they incorporate Colorado's flat income tax into your overall financial plan, rather than applying strategies suited for progressive tax states.
- Local market knowledge. Ask how they tailor investment and retirement advice to Pueblo's economic environment and cost of living.
- Experience level. Inquire about their years of practice and how that experience helps navigate Colorado-specific financial regulations.
- Fee structure clarity. Understand whether they offer flat-fee arrangements and how that might impact your long-term planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Toby P
Series 65
Pueblo, CO
Focus Partners Wealth, LLC
Toby Potterton's decade of experience and Series 65 designation equip him to address Pueblo's unique flat tax environment, integrating tax- and fee-sensitive strategies within a large firm's resources. His firm, Focus Partners Wealth, LLC, serves high-net-worth clients with a blend of active and passive investment approaches and offers flat-fee options, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 11 years
Avg account: $2,557,933
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Martha W
CFP®, Series 63, Series 65
Pueblo, CO
Farther
Martha Wilcoxson's 31 years of experience and CFP® certification equip her to address Pueblo's unique flat tax environment and local economic factors effectively. Her firm, Farther, employs a technology-driven approach with algorithmic model portfolios and offers flat-fee arrangements, distinguishing her from others by combining seasoned expertise with innovative investment strategies and transparent pricing.
Experience: 32 years
Avg account: $972,193
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Chrystina S
Series 65, Series 63
Pueblo, CO
Equitable Advisors
Chrystina Smith's expertise in retirement income strategy and Social Security optimization suits Baby Boomers in Pueblo, CO, navigating local tax and retirement nuances. With four years of experience at Equitable Advisors, a large firm serving high-net-worth clients, she offers flexible fee structures including AUM and hourly rates, distinguishing her through access to diverse asset management programs and a hybrid advisory model.
Experience: 5 years
Avg account: $570,841
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Damien R
Series 63, Series 66
Pueblo, CO
Edelman Financial Engines
Damien Ruybal offers expertise in retirement planning and Social Security optimization, with seven years of experience in Pueblo, CO, a location with a flat income tax. His firm, Empower Advisory Group, serves employer-sponsored retirement plans and provides flat-fee options, which may appeal to clients seeking transparent pricing. Compared to others, his background includes roles at major advisory firms and a focus on long-term portfolio returns integrated with Empower's platforms.
Experience: 7 years
Avg account: $375,508
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Thaddeus D
Series 63, Series 66
Pueblo, CO
Fidelity
Thaddeus Dahl's seven years of experience and Series 63 and 66 licenses equip him to address Pueblo's unique financial landscape, including Colorado's flat income tax. Affiliated with Fidelity, a large firm known for combining fundamental research and quantitative analysis, he offers active portfolio management and philanthropic planning, distinguishing him from advisors at smaller firms with less diverse investment approaches.
Experience: 7 years
Avg account: $234,793
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