Top financial advisors in Steamboat Springs, 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 Steamboat Springs, CO, you might need an advisor who understands how the state's flat income tax affects your planning. Without this knowledge, advisors might overlook opportunities or risks unique to your tax situation.
- Flat tax implications. Confirm how they adjust strategies knowing Colorado taxes income at a single rate, unlike states with multiple brackets.
- Local market insight. Ask how they incorporate Steamboat Springs' economic factors into your financial plan.
- Experience level. Look for advisors who balance solid years of practice with up-to-date knowledge of Colorado tax laws.
- Fee structure clarity. Understand whether their fees are flat or based on assets, and how that aligns with your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
David S
Series 65
Steamboat Springs, CO
Callahan Capital Management
David Shepard offers wealth management and ESG investing expertise in Steamboat Springs, with 13 years of experience and a Series 65 license. His firm, Callahan Capital Management, provides both discretionary and non-discretionary services, focusing on strategic asset allocation and long-term holdings, with a negotiable 1% maximum annual fee based on assets under management.
Experience: 13 years
Avg account: $559,060
-
Blair L
Series 66
Steamboat Springs, CO
Edward Jones
Blair Labaree offers expertise in retirement income strategy and wealth management, supported by five years of financial advising experience and a Series 66 credential, making him well-suited for clients in Steamboat Springs navigating Colorado's flat income tax. Affiliated with Edward Jones, a large firm serving over four million clients, Blair provides access to diverse advisory programs with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 5 years
Avg account: $246,728
-
Richard K
CFA®, Series 65
Steamboat Springs, CO
Keating Investment Counselors Inc
Richard Keating offers expertise in active portfolio management and tax-loss harvesting, which is valuable for navigating Colorado's flat income tax in Steamboat Springs. With 13 years of experience and a CFA® designation, he serves high-net-worth clients through Keating Investment Counselors, employing a long-term growth strategy focused on dividend-paying stocks and ETFs, charging 1.25% AUM fees or $350 hourly for consulting.
Experience: 13 years
Avg account: $1,723,006
-
Paul S
Series 63, Series 65
Steamboat Springs, CO
Upper Basin Capital, LLC
Paul Spraycar's expertise in options and derivatives strategies, combined with his independent status and five years of industry experience, equips him to navigate Steamboat Springs' unique financial landscape, including Colorado's flat income tax. His firm, Upper Basin Capital, LLC, uses a systematic, quantitative approach focusing on income generation and capital preservation, with negotiable fees ranging from 0.00% to 1.50% annually, distinguishing him from advisors with more traditional investment methods.
Experience: 5 years
-
Paul M
Series 63, Series 65
Steamboat Springs, CO
Windham Financial Services, Inc.
Paul Mendelsohn's 32 years of experience in Steamboat Springs, CO, equip him to navigate the state's flat income tax and local economic factors effectively. His firm, Windham Financial Services, uses a quantitative, model-driven approach with active derivatives and structured ETFs, charging a 1% annual fee on assets, which may appeal to clients seeking active portfolio management with a seasoned independent advisor.
Experience: 32 years
Avg account: $457,277
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Steamboat Springs, CO
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")