The Best Financial Advisors in Aurora

Here is our List of the 10 Aurora Financial Advisor
Christopher Lee Financial LLC

Christopher Lee Financial is a premier financial management firm in Centennial, CO, serving Littleton, Highlands Ranch, Parker and nearby areas. We have highly specialized professionals who commit time to ensure a deep understanding of their respective areas of financial expertise. This financial management expertise allows us to offer an extensive range of cost-effective strategies to our clients.

We know our clients have access to an extensive amount of information regarding their finances which can be overwhelming. Our objective as your premier financial firm is to use this information to become your trusted financial management experts. Our firm will coordinate economical strategies with our clients to ensure quality financial management that will work for your goals and objectives.

Christopher Lee Financial is a premier financial management firm in Centennial, CO, serving Littleton, Highlands Ranch, Parker and nearby areas. We have highly specialized professionals who commit time to ensure a deep understanding of their respective areas of financial expertise.

Services

  • Financial Planning
    Your financial goals are a unique balance of risk management, assets, and time horizon. Have you gotten help from a CFP®? Do you have a…
  • Retirement Planning
    Once you are ready to retire will you have enough income set aside to live the way you want to…
  • Investment Management
    Christopher Lee Financial offers investment management services to Centennial, Littleton, Highlands Ranch and surrounding areas.
6896 South Cook Way Centennial, CO 80122
Core Wealth Management LLC

At Core Wealth Management, we provide financial planning and investment management services through LPL Financial that integrate our professional training and experience in both finance and behavioral economics.

Combining these two areas allows us to gain a fuller understanding of our clients, better assess their goals, and personalize a financial plan tailored to each client. Our process is designed to simplify the complicated world of personal finance and provide you with strategies to pursue your goals so that you feel confident in executing the plan we’ve built together.

Developing and maintaining long-term, caring relationships is at the core of what we do. We are proud and honored that our clients have chosen us to be the financial guide for them and their loved ones. To make a significant contribution to the financial and personal well-being of our clients as their trusted advisor, advocate, and financial counselor over the entirety of their life and the generations that follow.

Core Wealth Management provides a broad suite of financial services and strategic capabilities. These services are intended to provide financial guidance throughout your life and for the generations that follow. You and your financial needs for advice, guidance and support are always the focus of our efforts.

Services

  • Financial Advisory Services
  • Retirement Planning
  • Family and Estate Planning
  • Risk Management
  • Investment Planning
  • Tax Strategies
7400 East Caley Avenue Suite 110 Centennial, CO 80111
Dechtman Wealth Management

At Dechtman Wealth Management, we believe a client’s portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation.

Services

  • Financial Planning
    We create a unique financial plan to identify risks you haven’t thought of, find ways to protect and build your wealth, minimize your taxes, and ensure you have proper estate planning.
  • Investment Management
    Our experienced investment advisors will analyze all aspects of your current financial situation and customize your portfolio based on your individual priorities, risk tolerance, and life goals.
  • Social Security Analysis
    Our state-of-the-art software takes out the guesswork and helps you chose the right benefits at the right time.
  • Medicare Planning
    We provide you with the help you need to meet your health care costs. We shop the marketplace to find the best Medicare plan for your needs, at the lowest possible cost.
  • Tax Preparation
    We help guide you through a full range of tax planning strategies which are designed to minimize your tax liabilities, maximize your cash flow, and keep you on track to reach your financial goals.
  • Estate Planning
    Our Estate Planning services help protect the financial stability of you and your loved ones as well as minimize taxes, expenses, and legal hassle with transferring assets to heirs.
7807 E Peakview Ave #410 Centennial, CO 80111
Front Range Financial, LLC

We are a full-service financial consulting firm specializing in personalized retirement, tax planning, and estate conservation.

We are trained, licensed professionals, who draw upon years of financial planning experience. Our firm is completely independent, so our loyalty belongs exclusively to our clients–not to a parent company.

Good financial decisions do not have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve your financial goals. Whether your needs are short-term and specific, or you are concerned about your financial future, we can help.

Services

  • Retirement Planning
    Financial planning is crucial throughout all stages of life, but many people think retirement planning can be left until later. In reality, however, it is never too early to start planning your retirement. Most people spend the bulk of their waking hours either working, getting to and from work, or thinking about work.
  • Wealth Management
    Effective wealth management should include a comprehensive financial plan that outlines the future of all your financial assets. From your home and mortgage to your retirement savings to your plans for tax minimization, effective wealth management strategies have the potential to be extremely complex.
2305 E. Arapahoe Rd., Suite 235 Centennial, CO 80122
G&S Capital LLC

Our team of Fee-Only Financial Advisors based in Denver have an investment management philosophy based on sound research and detailed analytics. We bring to that scientific analysis the art of strategy that is based on experience and application of our discipline to the uncertainty of the markets.

We do not have a “set it and forget it” mentality. We do not make investment decisions based on the daily changes in the moods of the market or the constantly changing social, technological, environmental, and political landscape. Instead, we consistently scrutinize the relative price disparities among market assets.

Services

  • INDIVIDUAL AND FAMILY INVESTMENT MANAGEMENT
    Our three step process is disciplined, thorough, logical, non-emotional, and proven. And it’s the perfect balance of art and science.
  • CORPORATE RETIREMENT PLANS & 401(K)
    We offer a state-of-the-art selection of investments when it comes to our 401(k) plans… including mutual funds, exchange traded funds, and G&S Capital custom strategies.
  • FINANCIAL PLANNING
    The financial planning process at G&S Capital begins with our personal approach. We don’t believe in over-complicating the process for you. But we do believe in a collaborative process – because we need input from you to fully understand your situation, and your goals.
7887 E.Belleview Avenue Suite 1225 Denver, CO 80111
Geneos Wealth Management Inc

Built from the ground-up by successful advisors and back office experts that understand advisors, Geneos seeks to foster a culture of caring, professionalism, and progressive problem—solving backed by a proven track record of success-an environment where you can truly thrive.

For a successful partnership to happen, both parties need to be truly invested and committed, with each making efforts to secure the other’s best interests. On our part, it’s all about developing relationships.

That means acting as a full-service resource center, delivering you world-class service, an open architecture approach, and efficient, customized technology that’s tailored to your needs.

It also means we take the time to really understand you and your business; when you call our home office, you have the assurance that you know the people you’re calling as much as they know you. On your part? Help us continue to foster a culture of collaboration, entrepreneurship, and success.

Before Geneos was even founded, we knew that we wanted to be a firm that reflects the needs of successful, driven advisors, a firm that prioritizes concierge services and fostering connectivity. With that goal in mind, we’re very purposeful when selecting the advisors we work with.

9055 E Mineral Circle, Ste 200, Centennial, CO 80112
GreenStar Advisors

We believe that the right way to navigate the chaos is to hire an investment advisor who works as your legal fiduciary.

Where your needs and interests are contractually bound to come first. Our commitment to the fiduciary standard is core to our values and guides our every action. Whether you are starting out, raising a family, or enjoying your retirement, our wealth advisors will guide you along your unique path to financial freedom.

Our goal is to help you grow in your sense of financial freedom. To enjoy life, build rich relationships, and pursue your passions. At GreenStar, our goal is to help you reach your goals. We do this by transforming your goals into an actionable strategy that is simple, proactive, and accountable.

We then analyze your picture and goals, along with the tools you have to reach them. Through this we design a planning strategy specific to you. Travel – Next, we take action with the strategy.

We begin our journey and travel down the path together. Heed – Lastly, because life changes, your financial plan must be flexible and change along with it. As time goes on, we take note of the changes and heed dangers along the way.

Services

  • Financial Planning
  • Portfolio Management
  • Risk Management
  • Fiduciary Financial Advising
  • Estate Planning
  • Retirement Income Planning
  • Tax Planning
6494 S Quebec St Centennial, CO 80111
Hartmann Financial Advisors

At Hartmann Financial Advisors, we act proactively and plan for the long term. We foster relationships of trust with our clients, educate them on their investment decisions, and walk with them every step of the way. We want you to live your fullest life, no matter where you stand today.

The knowledge that your basic living expenses, health care costs, and charitable objectives are fully covered gives you the freedom to enjoy retirement without being concerned about whether you can truly afford to do so. Proper planning gives you hope that, when it comes to your retirement years, the best is yet to be!

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

  • Our Philosophy
    As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
  • Our Process
    A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Services

  • Insurance Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Investment Planning
  • Enhancing Your Retirement
7200 South Alton Way Centennial CO 80112
Infinity Wealth Management, Inc.

Infinity Wealth Management Inc was created to better serve clients by disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining:

  • Top-decile, accomplished advisors
  • An unwavering commitment to learning and innovation in order to build a solution suite of resources designed to solve for and reduce complexity in the wealth management process
  • A fiduciary-minded, client-centric, & collaborative culture

Our clients consist of individuals, families, entrepreneurs, business owners, executives – as well as institutions. In general, we serve clients who desire next level thinking & advice from a trusted, professional team member.

Services

  • Fiduciary Perspective
    Infinity Wealth Management Inc. is an independent advisor and we strive for alignment of interests with our clients above all else.
  • An Enhanced Client Experience
    We engage our clientele in a comprehensive, strategic approach which addresses the entire balance sheet to ensure nothing is overlooked.
  • Focus on People
    Only the best advisors qualify to be a part of the Infinity Wealth Management Inc. team. They are fiduciary-minded, client-centric and have a strong reputation in the industry, as well as in the community which they serve.
9101 East Kenyon Ave Suite 1100
JW Lerew Company

As a potential planning and investment client, you want to find true success in achieving your goals, by building a working relationship with an Advisor that is built on the “Trust Factor”.

You must be comfortable discussing some fairly uncomfortable subject matters like how you value money, family interaction, motivating factors for wealth accumulation and work environment.

There are not many people that openly discuss these topics with a stranger; so get comfortable with your Planner which begins in the initial meeting to guarantee a successful outcome. Consider this meeting a job interview by both participating parties. Planning attacks your vulnerabilities and makes them palatable.

Aspirations in the area of finances that you otherwise would have never discussed become meaningful and possible. If you choose the right Planner; you will find it easy to tell your story; discuss your accomplishments, your goals and your long range needs. Candid conversation leads to great outcomes.

Services

  • Budget Planning for Cash Inflows and Out Flows
  • Asset Allocation Modules and Design
  • Portfolio Designs and Risk Tolerance Analysis
  • Household and Business Insurance Reviews
  • Retirement Cash Flow Analysis
  • Social Security Review and Understanding
  • Business Structures and Planning
  • College Funding Strategies
  • Corporate Pension Plan Review and Design
  • 401(k) Investment Management of Employee’s Accounts
2260 South Xanadu Way Suite 265 Aurora, CO 80014

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria