Top financial advisors in Rifle, 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 Rifle, CO when you're navigating complex financial decisions like retirement planning or investment management. A common pitfall is working with an advisor who overlooks how Colorado's flat income tax affects your overall tax strategy.
- 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 depth. Look for advisors who can explain how their years of experience translate into handling financial scenarios common in Rifle.
- Fee structure clarity. Ask how their flat-fee or other pricing models work in practice to avoid surprises.
- Firm size impact. Consider how working with advisors from large firms versus independent ones might affect your service and options.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Zachary M
CFP®, ChFC®, Series 66
New Castle, CO
OSAIC
Zachary Meissner brings 17 years of experience and holds CFP®, ChFC®, and Series 66 designations, making him well-equipped to address financial needs relevant to Rifle, CO residents, including annuities and retirement planning. Working with OSAIC, a large firm known for its technology-driven investment process and flat-fee structure, he offers access to diverse investment programs and serves a broad client base, distinguishing him from advisors at smaller firms or with different fee models.
Experience: 18 years
Avg account: $398,336
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Gus J
VerifiedCFP®
Glenwood Springs, CO
Systematic Wealth Management, Inc.
Gus Jepsen offers expertise in general retirement and tax planning with a focus on factor investing and business ownership considerations, suitable for clients in Rifle, CO, given his proximity in Glenwood Springs. As a CFP®-certified, independent advisor with a flat-fee structure and four years of experience, he serves established professionals and those approaching retirement, differentiating himself with a background in sustainable finance and a diverse client roster.
Experience: 5 years
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James F
Series 63, Series 65
Rifle, CO
Cambridge Investment Research Advisors
James Finkle offers over 31 years of experience in retirement income strategy and plans for business owners, making him well-suited for clients in Rifle, CO navigating retirement and investment decisions. Affiliated with Cambridge Investment Research Advisors, a large firm, he provides flat-fee financial planning options and combines model and individualized investment approaches, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 31 years
Avg account: $378,281
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Nathaniel W
Series 66
Rifle, CO
Edward Jones
Nathaniel Walsh offers wealth management and tax-loss harvesting expertise in Rifle, CO, with a focus on multi-generational wealth transfer, supported by four years of industry experience. As part of Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and a clear fee structure of up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 5 years
Avg account: $246,728
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Blaine F
Series 63, Series 66
Rifle, CO
Raymond James Financial
Blaine Franklin's 27 years of experience and Series 63 and 66 credentials equip him to handle retirement and business succession planning in Rifle, CO, with an understanding of local tax implications. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly pricing, he serves diverse clients including business owners and retirees, providing tailored financial planning supported by extensive firm resources.
Experience: 27 years
Avg account: $700,796
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