A complete list of active advisors currently associated with Delagify Financial
Warmer can help you find a great advisor at Delagify Financial or one who fits your needs even better.
Delagify Financial works with individual clients — including high‑net‑worth individuals — as well as trusts, estates and business entities, offering comprehensive financial planning, investment analysis, and related consulting. The firm’s services include a written comprehensive plan, an automated Financial Fitness assessment, and a Second Look review for clients who have existing plans from other advisors. The firm follows a planning‑first model: clients begin with an initial comprehensive plan and may elect ongoing consulting and monitoring, with discretionary trading available only when an ongoing engagement is agreed. A recent update to the brochure states the firm no longer offers standalone investment management, emphasizing one‑time planning products, assessments, and advisor consultations. Delagify is distinctive for its accounting affiliation — a CFP practitioner is also a CPA and may provide income tax preparation and accounting services to advisory clients, a relationship the firm discloses as a potential conflict of interest. The firm also regularly offers educational seminars and workshops to current and prospective clients and primarily uses fixed planning and assessment fees rather than percentage‑of‑assets billing.
To learn more about the advisors currently working at Delagify Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Arvada, CO
| 5
|
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