Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > colorado > lakewood

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Littleton, Colorado

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Littleton, Colorado

Last Updated - May 2, 2025

Littleton has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Littleton, Colorado have an average of 28 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Littleton, Colorado

VERIFIED

Mark Starosciak
CFP^®, CRPC^®
Infinium Investment Advisors, LLC

Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66

Minimum Assets Required
$500,000

Address

50 South Steele Street,
#830,
Denver, CO 80209 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Find An Advisor

VERIFIED

X Advisors, LLC

Qualifications
Firm CRD# 315838
Series 7, 63, 65

Minimum Assets Required
$100,000

Address

600 S Cherry Street, Suite 226,
Denver, CO 80246 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Jeffrey Wren
CSA^®
LPL Financial Corporation

Qualifications
CRD# 1556194
Firm CRD# 6413
Series 7, 55, 63, 66

Minimum Assets Required
$500,000

Address

2759 W Riverwalk Cir Unit A,
Unit A,
Littleton, CO 80123 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

VERIFIED

Darren Meyer
AWMA^®, AAMS^®, CPFA
Everest Wealth Advisors

Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Address

8400 E. Prentice Ave,
Suite 1010,
Greenwood Village, CO 80111 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Empower

Qualifications
Firm CRD# 112058

Minimum Assets Required
$100,000

Address

8515 E. Orchard Road,
Greenwood Village, CO 80111 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

William (Bill) Reynolds
MSFS, CLU^®, CFS, ChFC^®
Reynolds Financial Solutions

Qualifications
CRD# 1532396
Firm CRD# 1532396
Series 7, 24, 63

Minimum Assets Required
$50,000

Address

558 Castle Pines Parkway, B4-144,
Castle Pines, CO 80108 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Adam J. Strickman
CFP^®, CRPC^®, APMA^®
Ethos Financial Partners

Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66

Minimum Assets Required
$250,000

Address

9351 Grant St.,
Suite 300,
Thornton, CO 80229 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Peak Financial Management
CFP^®

Qualifications
CRD# 7347673
Firm CRD# 281223

Minimum Assets Required
Not Specified

Address

10901 W 120th Ave,
#135,
Broomfield, CO 80021 See Details

Advisory Services:

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1120 W. 122nd Avenue,
Suite 300,
Westminster, CO 80234 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Matthew Kelley
CFP^®, AAMS^®, AIF^®
Gold Medal Waters

Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66

Minimum Assets Required
$0

Address

4551 13th Street,
Boulder, CO 80304 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee

Find An Advisor

VERIFIED

Layman Lewis Financial Group

Qualifications
Firm CRD# 282580
Series 63, 65

Minimum Assets Required
Not Specified

Address

5401 Stone Creek Circle,
Suite 201,
Loveland, CO 80623 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Adam Brunin
NSSA^®, AIF^®
Navigation Wealth Management

Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65

Minimum Assets Required
$50,000

Address

2038 Caribou Dr.,
Unit 100,
Fort Collins, CO 80525 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

Top 7 Retirement Planning firms in Littleton, Colorado (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	355 South Teller Street, Suite 200 Lakewood, CO, 80226	$1,078,082,088	4	3	Performance Based, Other (PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS)
2	165 S. Union Blvd, Suite 780 Lakewood, CO, 80228	$917,992,626	1151	7	A percentage of AUM, Hourly charges, Fixed fees
3	355 S. Teller St., Suite 200 Lakewood, CO, 80226	$700,595,332	780	2	Fixed fees
4	141 Union Blvd., Suite 350 Lakewood, CO, 80228	$496,088,506	632	8	A percentage of AUM, Hourly charges, Fixed fees
5	2535 S Lewis Way, Suite 201 Lakewood, CO, 80227-6551	$439,444,621	2436	8	A percentage of AUM, Hourly charges
6	215 Union Blvd., Suite 215 Lakewood, CO, 80228	$0	0	10	A percentage of AUM, Fixed fees
7	2255 S Wadsworth Blvd., Suite 106 Lakewood, CO, 80227	$0	0	1	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Littleton, Colorado

EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC

Find an Advisor

QualificationsFirm CRD# 298843

Assets Under Management $1,078,082,088

No. Of Clients4

Clients Per Financial Advisor1

EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Performance Based
Other (PERCENTAGE OF COST BASIS OF PORTFOLIO INVESTMENTS)

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

MATTERN CAPITAL MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 299342

Assets Under Management $917,992,626

No. Of Clients1151

Clients Per Financial Advisor164

MATTERN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $918M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1151 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

BASON ASSET MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 165450

Assets Under Management $700,595,332

No. Of Clients780

Clients Per Financial Advisor390

BASON ASSET MANAGEMENT is a financial advisory firm situated in Lakewood, Colorado. With a nearly $701M assets under management, the firm specializes in crafting personalized retirement planning solutions for 780 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

HINDS FINANCIAL GROUP INC

Find an Advisor

QualificationsFirm CRD# 129971

Assets Under Management $496,088,506

No. Of Clients632

Clients Per Financial Advisor79

HINDS FINANCIAL GROUP INC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $496M assets under management, the firm specializes in crafting personalized retirement planning solutions for 632 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

FINANCIAL SECURITY MANAGEMENT, INC

Find an Advisor

QualificationsFirm CRD# 116570

Assets Under Management $439,444,621

No. Of Clients2436

Clients Per Financial Advisor305

FINANCIAL SECURITY MANAGEMENT, INC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $439M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2436 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

LEGACY WEALTH PARTNERS, LLC

Find an Advisor

QualificationsFirm CRD# 333032

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

LEGACY WEALTH PARTNERS, LLC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

View Full Profile

PF ADVISORS LLC

Find an Advisor

QualificationsFirm CRD# 329138

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

PF ADVISORS LLC is a financial advisory firm situated in Lakewood, Colorado. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.