|
Simply click on your state below for a list of advisors in your
area:
|
California:
|
| |
|
| Financial
Advisor: |
Mark
A. Slosar
|
| Company: |
Twenty/Twenty
Investments |
| Mailing
Address: |
31900
Birchwood Dr.
Lake Elsinore, Ca. 92532 |
| Phone: |
951-244-0834 |
| Email
Address: |
mslosar@primemail.com
|
| Web
Site: |
www.myinvestmentadvice.com
|
| Company
Description: |
Please
visit www.MyInvestmentAdvice.com for more information. |
| Financial
Advisor: |
Martin
Kreisler |
| Designations
Held: |
MBA,
Registered Investment Advisor
|
| Company: |
Kreisler
Long-Term Investments |
| Mailing
Address: |
13160
Bay Meadows Court
Corona, CA 91719 |
| Phone: |
951-674-4490 |
| Email
Address: |
mkreisler@comcast.net
|
| Specialties: |
Managing
Accounts with Mutual Funds as the Primary Investment
Vehicle |
| Company
Description: |
Company
is growing at 50% per year due to word of mouth
and out performing the average mutual fund. |
| Financial
Advisor: |
Linda
A. Barlow, CFP |
| Designations
Held: |
CFP,
CEBS
|
| Company: |
Linda A. Barlow, CFP |
| Mailing
Address: |
2700
N. Main Street, Suite 850
Santa Ana, CA 92705-6638 |
| Phone: |
714-953-1232 |
| FAX:
|
714-973-6314
|
| Specialties: |
General financial planning,
particularly for the single woman |
| Company
Description: |
Comprehensive financial
planning as well as portfolio management, all
fee-only |
|
| Financial
Advisor: |
Deron
McCoy |
| Designations
Held: |
CFA,
CFP
|
| Company: |
Signature Estate &
Investment Advisors, LLC |
| Mailing
Address: |
2121
Avenue of the Stars, #1600
Los Angeles, CA 90067 |
| Phone: |
310-712-2323 |
| FAX:
|
310-712-2345 |
| Email
Address: |
dtm.seia@jhnetwork.com
|
| Web
Site: |
www.seiallc.com
|
| Specialties: |
Wealth Management,
Financial Advisory |
| Company
Description: |
Signature Estate &
Investment Advisors is a Registered Investment
Advisory Firm offering Investment Supervision
& Financial Planning Services tailored to
meet the unique needs of affluent individuals.
Successful wealth management is the result of
an ongoing collaboration between investor and
advisor, built upon trust & maintained according
to the highest standards of integrity & expertise.
Our mission is to provide clients with a partnership
that complements & exceeds their goals &
objectives. |
|
| Financial
Advisor: |
Rory
C. Vander Hayden, CFP |
| Designations
Held: |
CFP
|
| Company: |
Intelligent Investing |
| Mailing
Address: |
6200
Center Street, Suite 240
Clayton, CA 94517 |
| Phone: |
877-672-6730 (toll-free) |
| FAX:
|
925-672-6730 |
| Email
Address: |
iinvest@infionline.net
|
| Specialties: |
Develop
a properly diversified portfolio based on your
risk tolerance and goals. |
| Company
Description: |
Intelligent
Investing recommends a disciplined approach to
investing based on five fundamental principals:
* Fee only - no commissions
* Low Cost
* Personalized
* Registered Investment Advisor
* Experience: 20+ years |
|
| Financial
Advisor: |
Steven
J. Williams |
| Designations
Held: |
CFP,
RIA, Registered Tax Preparer
|
| Company: |
Steven J. Williams,
CFP |
| Mailing
Address: |
3301
Ocean Park Blvd. #111
Irvine, CA 92602 |
| Phone: |
800-611-8831 |
| FAX:
|
310-317-7150 |
| Email
Address: |
dodgersteve@yahoo.com
|
| Web
Site: |
www.stevenjwilliams.com |
| Specialties: |
Wealth Management,
Tax Advantaged Investments, Asset Management |
| Company
Description: |
I provide
diversified financial planning services including
asset management,budgeting, estate planning and
tax analysis in an automated format. I currently
have over 100 active clients. Assets I have under
management exceed $8 million. |
|
| Financial
Advisor: |
Claudia
Peltier |
| Designations
Held: |
CFP,
CPA
|
| Company: |
Z & P Investment
Services, LLC |
| Mailing
Address: |
30012
Ivy Glenn Dr. #180
Laguna Niguel, CA 92677 |
| Phone: |
949-363-8717 |
| FAX:
|
949-363-6972 |
| Email
Address: |
claudiap@zonepelt.com
|
| Company
Description: |
Z &
P Investment Services, LLC utilizes financial
planning services to provide wealth management
for individuals and businesses. Our services include
asset allocation utilizing no-load mutual funds
and bonds, portfolio management, retirement planning,
and tax planning.
|
|
|
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|
| Colorado: |
| |
|
Denver
Area | Boulder
Area | Colorado
Springs Area
Fort Collins Area
| Western Colorado
Area
|
|
|
| Colorado
-- Denver Area:
|
| |
|
| Financial
Advisor: |
Michael
J. Norris |
| Designations
Held: |
MBA CFP
|
| Company: |
Norris Advisory
Services |
| Mailing
Address: |
1777 S. Harrison
St. #620
Denver, CO 80210 |
| Phone: |
303 759 4414 |
| Email
Address: |
mjnorris@qwest.net
|
| Web
Site: |
www.norrisadvisoryservices.com
|
| Specialties: |
Portfolio
Management Using No-Load Funds |
| Company
Description: |
Norris Advisory
Services is a Registered Investment Advisor specializing
in the management of portfolios using no-load mutual
funds. Michael J. Norris, the proprietor, is a Certified
Financial Planner with over 20 years of experience managing
investments. Client portfolios are designed and managed
to meet the specific needs of the client. |
| Financial
Advisor: |
Susie Johnston |
|
| Designations
Held: |
CFP
|
|
| Company: |
Cherry Hills Investment Advisors, LLC |
|
| Mailing
Address: |
5347 South
Valentia Way, Suite 200
Greenwood Village, CO 80111 |
|
| Phone: |
303 703-4560 |
|
| Email
Address: |
susieJ1736@aol.com
|
|
| Specialties: |
Women, Divorce |
|
| Company
Description: |
Fee-only investment advisors providing full Financial and Advisory
Planning |
|
| Financial
Advisor: |
Alexander N. Feick |
|
| Designations
Held: |
BSBA/MBA
|
|
| Company: |
Paragon Capital Management |
|
| Mailing
Address: |
999 18th Street, Suite 1220
Denver, CO 80202 |
|
| Phone: |
303-293-3680 |
|
| Email
Address: |
alexfeick@pcm-net.com
|
|
| Specialties: |
Executive Compensation and Benefits and Tax
Efficient Portfolio Management |
|
| Company
Description: |
We
are a fee-only financial counseling firm that specializes in
working with senior corporate executives and wealthy families. Our
portfolios are managed in the context of maximizing
risk-adjusted/after-tax returns. |
|
| Financial
Advisor: |
Christopher
B. Pelley |
| Designations
Held: |
ChFC, CLU
|
| Company: |
Capital
Investment Management |
| Mailing
Address: |
7979 E.
Tufts Ave. Suite 1350
Denver, CO 80237 |
| Phone: |
303-221-1000 |
| Email
Address: |
cimcodenver@msn.com
|
| Web
Site: |
www.cimcodenver.com
|
| Specialties: |
Retirement
Planning |
| Company
Description: |
At Capital
Investment Management, we believe in conservative
investment portfolio design to meet our clients' retirement
income objectives. Our fundamental goal is to preserve
capital while meeting future life style needs without
assuming unacceptable risk. |
| Financial
Advisor: |
John L. Worcester
|
| Company: |
Landmark Investment Co. |
| Mailing
Address: |
11396 Eaton Way
Westminster, CO 80020 |
| Phone: |
303-460-SAVE |
| Email
Address: |
Johnwoo@prodigy.net
|
| Company
Description: |
We are an Investment Manager. We
are NOT financial Planners We use a combination
of Technical timing as well as dynamic asset allocation
to manage mutual fund portfolios. For 14 years we
have served individuals and corporations in managing
both Qualified (IRA, 401k, etc) and non-qualified
funds. To avoid all conflicts both real and perceived
we are a FEE ONLY advisor. |
|
| Financial
Advisor: |
Donald L. Gunsauls
|
| Designations
Held: |
CPA, PFS, Investment Advisor Mass Mutual |
| Company: |
Donald L. Gunsauls LLC |
| Mailing
Address: |
8291 S. Peninsula Drive
Littleton, CO 80120 |
| Phone: |
303-798-6283 |
| Email
Address: |
gunsaulsdon@mho.com
|
| Specialties: |
Estate Planning, Retirement Planning, Business Continuation,
Education Planning, Asset Allocation |
| Company
Description: |
I am a CPA, PFS and a member of the Colorado Society
of CPA's. I have acquired a Series 65 and 6 license
and insurance license life & health. |
|
| Financial
Advisor: |
Peter & Roger Gaide
|
| Designations
Held: |
BSBA/MBA-Finance: BS/MBA |
| Company: |
Cornerstone Capital Advisors |
| Mailing
Address: |
2405 Wadsworth Blvd.
Lakewood, CO 80214 |
| Phone: |
303-232-8550 |
| Fax: |
303-232-8549 |
| Email
Address: |
grace4u@covad.net
|
| Web
Site: |
www.cornerstonecapitaladv.com
|
| Specialties: |
Asset management for individuals, foundations, small
businesses |
| Company
Description: |
Since 1994 Cornerstone Capital Advisors has specialized
in professionally managing the equity and bond assets
of individuals (IRAs, Trusts, etc.) based on client
specific goals and risk preferences. Our average account
size is approximately $500,000 and the minimum account
is $100,000. We are a fee only investment advisor. |
|
| Financial
Advisor: |
Robert Lees
|
| Designations
Held: |
CPA, PFS |
| Company: |
Robert Lees, CPA, PFS |
| Mailing
Address: |
2266 S. Monroe Street
Denver, CO 80210 |
| Phone: |
303-639-1040 |
| Fax: |
303-758-3331 |
| Email
Address: |
bleescpa@msn.com
|
| Specialties: |
Fee Only Planning for High Net Worth Individuals
and Executives |
| Company
Description: |
I am a CPA with over 25 years experience. As a Personal
Financial Specialist (PFS), I have served as the Chair
and member of the AICPA's Member Services Committee
and member of their Annual PFP Conference Committee.
My firm assists clients in acquiring, managing and
transferring wealth. |
|
| Financial
Advisor: |
Keith Tillman
|
| Designations
Held: |
CPA |
| Company: |
Tillman Financial Services Inc. |
| Mailing
Address: |
7700 E Arapahoe Rd., Ste 270
Centennial, CO 80112 |
| Phone: |
303-220-1521 |
| Fax: |
303-220-8564 |
| Email
Address: |
ktillman@tea-cpa.com
|
| Web Site: |
www.lpl.com/keith.tillman
|
| Specialties: |
Financial Planning |
| Company
Description: |
Providing fee-based financial services
for over 10 years. |
|
| Financial
Advisor: |
Michael J. Guyerson
|
| Designations
Held: |
CFP, JD |
| Company: |
Southwest Financial & Retirement Services |
| Mailing
Address: |
5460 S. Quebec Street, Suite 220
Greenwood Village, CO 80111 |
| Phone: |
303-933-8833 |
| Fax: |
303-932-3502
|
| Web Site: |
www.lpl.com/michael.guyerson
|
| Specialties: |
Retirement Planning and Strategic Asset Allocation |
| Company
Description: |
As a Certified Financial Planner and
an independent, I am uniquely qualified to bring an
unbiased and objective focus to any situation or need.
Estate planning is also emphasized. |
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|
Colorado
-- Boulder Area: |
| |
|
Financial
Advisor: |
Robert
J. Pyle |
| Designations
Held: |
CFP, CFA
|
| Company: |
Diversified
Asset Management Inc. |
| Mailing
Address: |
1113
Spruce Street
Boulder, CO 80203 |
| Phone: |
303-440-2906 |
| Email
Address: |
robert_pyle@prodigy.net
|
|
Specialties:
|
Financial
Planning, Investment Management |
| Company
Description: |
Diversified
Asset Management is a fee-only financial planning and investment
advisory firm located in Boulder. The owner, Robert Pyle, is a
Certified Financial Planner (CFP) and a Chartered Financial
Analyst (CFA). We do financial planning and investment
management for individuals and small business using no load
mutual funds. We offer a free initial consultation. |
|
Financial
Advisor: |
Robert
Zimberg |
| Designations
Held: |
CFP
|
| Company: |
Financial
Mountain Inc. |
| Mailing
Address: |
P.O. Box
E
Boulder, CO 80306-1236 |
| Phone: |
303-442-4390 |
| Email
Address: |
bobzim@ionsky.com
|
|
Specialties:
|
Fee-Only
Financial Planning, Investing |
| Company
Description: |
We are a
financial planning (fee-only) firm whose services start with
full and complete financial planning and asset management to
meet the clients goals, wants and needs. |
|
Financial
Advisor: |
John
Truhlar |
| Designations
Held: |
Ph.D., MSFS, CLU, ChFC,
AEP, CMFC
|
| Company: |
Truhlar
Financial Strategies, Inc. |
| Mailing
Address: |
2960
Center Green Court, Suite 100
Boulder, CO 80301 |
| Phone: |
303-444-7161 |
| Email
Address: |
jftruhlar@truhlarfinancial.com
|
|
Specialties:
|
Personalized
professional investment advice to grow and preserve your wealth. |
| Company
Description: |
Fee based
investment advice as a Registered Investment Adviser since 1981.
We match your investment objectives to a personalized investment
strategy. |
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the Find a Financial Professional Page
| Financial
Advisor: |
Lawrence M. Wood |
| Designations
Held: |
CFP, Registered Investment Advisor
|
| Company: |
L.M. Wood |
| Mailing
Address: |
3123 Blackwood Place
Colorado Springs, CO 80920 |
| Phone: |
719-481-1539 |
| Email
Address: |
lmwoodiuuofa@hotmail.com
|
| Company
Description: |
Comprehensive Financial Planning
Services; Investment Advisory Services; Tax Preparation
Services. |
| Financial
Advisor: |
Michael D. Matthews |
| Designations
Held: |
CPA, RIA
|
| Company: |
Matthews Advisors, LLC |
| Mailing
Address: |
3125 Austin Bluffs Parkway
Colorado Springs, CO 80918-5736 |
| Phone: |
719-598-9202 |
| FAX: |
719-598-9207 |
| Email
Address: |
mike@matthewscpa.com
|
| Specialties: |
Fee-Only |
| Company
Description: |
Fee-only money manager and
financial consultant. Michael Matthews is also a CPA and the
sole shareholder of Michael Matthews & Associates, PC,
certified public accountants. Matthews Advisors, LLC uses
Fidelity Investments as custodian. |
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| Financial
Advisor: |
James
P. Sprout |
| Designations
Held: |
CFP, Mastasia
Financial Services, Masters in Business Administration
|
| Company: |
James Sprout
& Associates |
| Mailing
Address: |
318 Canyon
Avenue, Suite 100
Fort Collins, CO 80521 |
| Phone: |
970-484-9222 |
| Email
Address: |
jim@jimsprout.com
|
| Web Site: |
www.jimsprout.com
|
| Specialties: |
Estate,
Retirement & Investment Planning ' General Financial
Planning |
| Company
Description: |
We approach
each client's objective and financial and family situation
comprehensively through a written financial assessment.
This includes each area of concentration such as estate,
retirement, investment, insurance, and tax planning.
This is completely on a fee for service basis. The
management of investment assets results from the comprehensive
analysis and plan. |
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the Find a Financial Professional Page
|
Colorado
-- Western
State Area: |
|
|
| Financial
Advisor: |
Richard A "Tige" Herndon |
| Designations
Held: |
Certified Financial Planner, IRS Enrolled Agent
|
| Company: |
Herndon Financial Planning, Inc. |
| Mailing
Address: |
1482 Hwy 133 - PO Box 1370
Paonia, CO 81428-1370 |
| Phone: |
(970) 527-3074 - (800) 637-5108 |
| Email
Address: |
raherndon@earthlink.net
|
| Specialties: |
Asset management, Tax
Planning & Preparation |
| Company
Description: |
Herndon Financial Planning is dedicated to
providing objective financial services on a fee-only basis
eliminating any conflict of interest. We take a diversified
approach to investment management using no-load mutual funds
tailored to client needs and objectives. |
| Financial
Advisor: |
Gregory Solomon |
| Designations
Held: |
Registered
Investment Advisors
|
| Company: |
Solomon Asset Management |
| Mailing
Address: |
507 Dove Court
Grand Junction, CO 81503 |
| Phone: |
970-256-9058 |
| Email
Address: |
solomonassetmgt@aol.com
|
| Web
Site: |
www.solomonam.com
|
| Specialties: |
Low minimum balance requirements |
| Company
Description: |
Solomon
Asset Management provides investors personalized investment
management that's usually reserved for institutional
clients. To learn more about how you can benefit from
having Solomon Asset Management as your personal investment
advisor, please review www.solomonam.com.
|
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| Financial
Advisor: |
Grant Rawdin |
| Designations
Held: |
JD, CFP
|
| Company: |
Wescott Financial Advisory
Group LLC |
| Mailing
Address: |
200 S. Biscayne Blvd., Ste
3400
Miami, FL 33131
|
| Phone: |
305-960-2295 |
| FAX: |
305-960-2297 |
| Email
Address: |
grawdin@wescott.com
|
| Web Site: |
www.wescott.com |
| Specialties: |
Comprehensive financial planning and
investment advisory services
|
| Company
Description: |
Wescott, with offices in
Miami and Philadelphia, provides fee-only financial
and investment advisory services to high net worth
individuals, foundations and pension plans. We employ
a very disciplined and opportunistic strategy as a
manager of managers. Over the past 18 years, we have
successfully guided our clients in reaching their
financial goals by integrating their objectives with
prudent planning and investment management. Minimum
required investment is $2mil. |
|
| Financial
Advisor: |
John
Maffei |
| Designations
Held: |
RIA
|
| Company: |
MFM Capital
Management Inc. |
| Mailing
Address: |
315
East Robinson Street, Suite 255
Orlando, FL 32801
|
| Phone: |
(407) 847-5273 |
| Email
Address: |
jmaffei@mfmfinancial.com
|
| Web Site: |
www.mfmfinancial.com
|
| Specialties: |
Option hedging
strategies on stocks |
| Company
Description: |
MFM Capital
Management is an investment advisory service providing
clients with personalized services in areas of investment
management consisting of stocks, bonds, mutual funds
and option hedging for enhanced returns. |
| Financial
Advisor: |
F.
Scott Wells |
| Designations
Held: |
CFP
|
| Company: |
Singer
Xenos Wealth Management |
| Mailing
Address: |
800
Douglas Road
Suite 148
Coral Gables, FL 33134 |
| Phone: |
305-443-0060 |
| FAX: |
305-443-0027 |
| Email
Address: |
swells@singerxenos.com
|
| Web Site: |
www.singerxenos.com
|
| Specialties: |
Fee-Based
Asset Management, Asset Protection |
| Company
Description: |
Singer Xenos
provides fee-based investment management. We are on
of the leading experts in asset protection for physicians.
In 2004, Singer Xenos was named by Worth Magazine as
one of 'The nations 100 most exclusive Wealth Advisors.'
|
|
| Financial
Advisor: |
Lynne Strynchuk |
| Designations
Held: |
Independent
|
| Company: |
Berman Hopkins
Wright and LaHam CPA's LLP |
| Mailing
Address: |
307
E. New Haven Ave., Suite One
Melbourne, FL 32901 |
| Phone: |
321-727-2353 |
| FAX: |
321-676-3923 |
| Email
Address: |
strynchuk@bermanhopkins.com
|
| Web Site: |
www.bermanhopkins.com
|
| Specialties: |
Individual
retirement needs planning, investment analysis, full
financial planning and more |
| Company
Description: |
Lynne
Strynchuk serves as the resident investment advisor
for the Firm. She is highly trained in financial analysis,
both on personal and corporate levels. Her personal
financial planning expertise lies in the areas of retirement
planning, estate planning, and asset allocation. On
the corporate side, Lynne's expertise is in the area
of capital funding, including IPOs. She has extensive
experience within the investment industry, including
stock analysis and investment banking. |
|
