A Curated Guide to Financial Advisors in Colorado Springs

When it comes to managing finances, planning for the future, and making informed investment decisions, having the right financial advisor can make all the difference. Whether you’re looking for guidance on retirement savings, wealth management, or general financial planning, working with a knowledgeable advisor can help you stay on track toward your goals.

To assist those seeking financial expertise, we’ve compiled a selection of well-reviewed financial advisors in Colorado Springs. This curated list is based on publicly available information, client reviews, and industry credibility. We encourage you to conduct your own research before making a decision.

What to Look for in a Financial Advisor

Before selecting a financial advisor, consider the following key factors:

• Credentials: Look for certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) to ensure your advisor has the necessary expertise.

• Fiduciary Responsibility: Fiduciary advisors are legally obligated to act in your best interest rather than pushing financial products that may not align with your goals.

• Specialties: Some advisors focus on retirement planning, while others may specialize in investment strategies, tax efficiency, or business financial planning.

• Fee Structure: Advisors may work on a commission basis, charge a flat fee, or take a percentage of assets under management (AUM). Understanding their payment structure can help you decide what fits your needs best.

Highly-Rated Financial Advisors in Colorado Springs

1. Three Points Financial

• Specialties: Retirement planning, wealth management, investment strategies

• Why People Choose Them: Three Points Financial is a fee-only advisory firm known for its disciplined asset allocation approach. They focus on personalized client service, emphasizing financial education and tailored investment strategies.

• Website: threepointsfinancial.com

2. Dodds Wealth Management Group

• Specialties: Tax-efficient investment strategies, financial planning for business owners

• Why People Choose Them: As a fiduciary financial advisory firm, Dodds Wealth prioritizes clients' needs, offering a team approach to deliver multiple perspectives. They emphasize long-term financial security through individualized investment plans that align with clients' goals and tax considerations.

• Website: doddswealth.com

3. Summit Wealth Group

• Specialties: Comprehensive financial planning, risk management, diversified investment portfolios

• Why People Choose Them: Summit Wealth Group offers a holistic approach to financial planning, assisting clients through various life transitions with personalized strategies. Their team is recognized for transparency and a strong focus on client education.

• Website: summitwealthgroup.com

(Note: These advisors are included based on publicly available information and reviews. We do not have affiliations with them, nor do we endorse any particular financial advisor. Always conduct your own due diligence before making a decision.)

Final Thoughts

Choosing the right financial advisor is a critical step in securing your financial future. The professionals listed here have been recognized for their expertise and dedication to client success. As you explore your options, consider meeting with multiple advisors to determine the best fit for your financial needs.

For those looking for additional financial resources, many advisors offer free initial consultations—take advantage of these opportunities to ask questions and ensure you find a partner who aligns with your goals.