David Forbes Petra Financial Advisors, Inc.(719) 636-9000
2 North Cascade, Suite 720 Colorado Springs, CO David Forbes Petra Financial Advisors, Inc. (719) 636-9000
2 North Cascade, Suite 720 Colorado Springs, CO
Expertises Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Advising Medical Professionals Certifications NAPFA Registered Financial Advisor, BS, CFA, CFP®
Robert Pyle Diversified Asset Management, Inc.(303) 440-2906
1113 Spruce St. Boulder, CO Robert Pyle Diversified Asset Management, Inc. (303) 440-2906
1113 Spruce St. Boulder, CO
Expertises Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Planning Issues for Business Owners Certifications NAPFA Registered Financial Advisor, CFA, CFP®
Judith McNary McNary Financial Planning, LLC(303)410-1745
104 Fallen Rock Road Fraser, CO Judith McNary McNary Financial Planning, LLC (303)410-1745
104 Fallen Rock Road Fraser, CO
Expertises Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Advising Entrepreneurs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs Certifications NAPFA Registered Financial Advisor, CFP®, MBA, MS
Myra Salzer The Wealth Conservancy, Inc.(303) 444-1919
1525 Spruce Street, Suite 300 Boulder, CO Myra Salzer The Wealth Conservancy, Inc. (303) 444-1919
1525 Spruce Street, Suite 300 Boulder, CO
Expertises Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues Certifications NAPFA Registered Financial Advisor, BS, CFP®
Alexander Feick Paragon Capital Management, Ltd.(303) 296-1458
999 18th Street, Suite 1220 Denver, CO Alexander Feick Paragon Capital Management, Ltd. (303) 296-1458
999 18th Street, Suite 1220 Denver, CO
Expertises Charitable Giving - Trusts & Foundations, Planning Concerns for Corporate Executives, Advising Employee Benefit Plan Participants, Ongoing Investment Management, High Net Worth Client Needs, Tax Planning Certifications NAPFA Registered Financial Advisor, BA, BS, MBA
James Watt James L. Watt Financial Advisors, Ltd.(970) 225-1440
6248 Buchanan Street Fort Collins, CO James Watt James L. Watt Financial Advisors, Ltd. (970) 225-1440
6248 Buchanan Street Fort Collins, CO
Expertises Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Tax Planning, Hourly Financial Planning Services Certifications NAPFA Registered Financial Advisor, CPA/PFS
Robert Schumann Cambridge Financial Advisors, LLC(719) 539-1040
134 F Street, Suite 206 Salida, CO Robert Schumann Cambridge Financial Advisors, LLC (719) 539-1040
134 F Street, Suite 206 Salida, CO
Expertises Planning Issues for Business Owners, Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice Certifications NAPFA Registered Financial Advisor, CFP®, ChFc, EA, M.Div., MA, MBA
David Gardner Yellowstone Financial Inc.303-449-5552
1616 17th Street, Suite #600 Denver, CO David Gardner Yellowstone Financial Inc. 303-449-5552
1616 17th Street, Suite #600 Denver, CO
Expertises Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Plan Investment Advice Certifications NAPFA Registered Financial Advisor, CFP®, MS
Matthew Kelley Gold Medal Waters, Inc.(720) 887-1299
9233 Park Meadows Drive Lone Tree, CO Matthew Kelley Gold Medal Waters, Inc. (720) 887-1299
9233 Park Meadows Drive Lone Tree, CO
Expertises High Net Worth Client Needs, Advising Entrepreneurs, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Socially Responsible Investments, Planning Issues for Business Owners Certifications NAPFA Registered Financial Advisor, AAMS, AIF, CFP®
Mark Fuller Fuller Wealth Management(303) 327-1575
12303 Airport Way, Suite 200 Broomfield, CO Mark Fuller Fuller Wealth Management (303) 327-1575
12303 Airport Way, Suite 200 Broomfield, CO
Expertises High Net Worth Client Needs, Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Tax Planning, Planning Concerns for Corporate Executives Certifications NAPFA Registered Financial Advisor, CRPC
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