Key Takeaways:
- Colorado is home to a range of financial advisors specializing in startup finance, providing budget management, comprehensive financial planning, retirement solutions, and more.
- Fee-only advisors provide unbiased financial advice as they do not earn commission from selling financial products.
- The financial advisor’s expertise in a specific area, such as attending college or 401(k)/403(b)/IRAs, can serve as a helpful criterion in selecting the most suitable consultant.
- Building a relationship with a financial planner should be a long-term commitment for optimum results.
Introduction
Navigating the world of financial planning for startups can often be complex and overwhelming. As an entrepreneur, making the right financial decisions early on is crucial for the success of your business. It’s critical to pick a consultant who can guide you on the path of fiscal responsibility and sustainability. The ideal consultant will help you maximize your resources, keep you informed about potential risks, and aid in making strategic decisions that align with your startup’s goals.
Selecting the perfect financial planner depends on numerous factors, such as their professional qualifications, specialty areas, fee structure, and client-advisor compatibility. To assist you in this process, we have put together a list of the top startup financial planners in Colorado, each of whom comes highly recommended with a distinct set of skills.
The Top 12 Startup Financial Planners in Colorado
DeDe Jones
As a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP), DeDe Jones brings a diverse skillset to the table. As Managing Director of Innovative Financial, LLC, DeDe specializes in comprehensive financial planning, asset allocation, and retirement strategies. As a fee-only advisor, you can trust that her guidance is based solely on your best interest.
Jennifer Kay Hicks
Jennifer Kay Hicks offers a balanced approach to financial planning as a commission and fee-based financial advisor. With expertise in budget and debt management, retirement planning, and career transitions, Jennifer tailors her services at Purpose Planning to your specific needs, helping startups manage their finances effectively.
Donald L. Tapp, Jr.
Donald L. Tapp, Jr., a CPA with Personal Financial Specialist (PFS) designation and a CFP, is well-versed in comprehensive financial planning and charitable giving. His commission and fee-based approach ensures a flexible financial advisory service that aligns with your startup’s objectives.
John W. Lerew, III
John W. Lerew, III specializes in budget and debt management, comprehensive financial planning, and college funding strategies. His balanced commission and fee approach at JW Lerew & Co., Inc. caters to a broad range of financial planning requirements for startups.
J. Wayne Farlow
As a CFP and Managing Director at Financial Abundance, LLC, J. Wayne Farlow is a fee-only financial advisor with comprehensive knowledge of financial planning, charitable giving, and retirement solutions. His dedicated approach ensures objective advice focused on your startup’s financial health.
Christopher D. Long
With credentials as a CFP and a Chartered Financial Analyst (CFA), Christopher D. Long brings in-depth market knowledge and financial planning expertise. His commission and fee-based services at Intentional Wealth Strategies provide comprehensive financial planning solutions tailored to your startup’s needs.
Randy L. Halfpop
As the owner of The Compass Wealth Group, Randy L. Halfpop is a CFP who provides a balanced approach to financial planning. His services, based on both commission and fees, include budget management, comprehensive financial planning, and retirement strategies.
Melissa Baldwin
Melissa Baldwin, a CFP at Sharkey Howes & Javer Inc, is a fee-only financial advisor. Her specialties include budget and debt management, comprehensive financial planning, and college funding strategies, making her an excellent choice for startups at various stages of growth.
Brian Joyce
As a CPA and CFP, Brian Joyce offers comprehensive financial planning, budget and debt management, and retirement solutions. His fee-only advisory service at Intelligent Investing ensures unbiased advice tailored to your startup’s specific financial needs.
Donald O. Dority
Donald O. Dority, a CPA with PFS and CFP designations, provides a comprehensive range of services including budget management, comprehensive financial planning, and retirement solutions. As a fee-only advisor at Narrow Path Financial Inc, his financial advice is completely objective and in line with your startup’s financial goals.
Dallas Grabow
Dallas Grabow, a CFP and MBA holder, provides a balanced commission and fee-based approach to financial planning. His services at LPL Financial cover comprehensive financial planning, retirement strategies, and asset allocation, providing startups with a strategic road map for their financial journey.
Sean C. Wood
Sean C. Wood, founder and chief steward at United Planners’ Financial Services of America, is a CFP with additional certifications. His specialties include comprehensive financial planning and charitable planning, and his commission and fee-based approach ensures a flexible financial advisory service for your startup.
Conclusion
While selecting a financial planner, remember that the perfect fit is not only about professional qualifications and expertise but also about building a relationship. The best financial advisor for your startup will understand your business objectives, growth strategies, and most importantly, will guide you through the complex world of finance with transparency and integrity. Therefore, invest your time in choosing a consultant, for it is an investment in the future of your startup.
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