Best Financial Advisors in Colorado Springs

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
430+
Advisors
4.8/5.0
Average Rating

Colorado Springs Financial Landscape

The economy of Colorado Springs is diverse, with strong sectors in defense, healthcare, and tourism. The city benefits from its proximity to military installations and a growing tech scene.

Major industries
Defense, Healthcare, Tourism
Population
439K (metro: 719K)
Median household income
$66,000
Unique needs
Focus on sustainable growth and diversification in industries to mitigate risks.
Market Insights
Economic Growth
According to BEA (2023), Colorado Springs has seen a steady growth rate of 3.2%, driven by defense and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Colorado Springs is approximately $66,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Colorado Springs are increasingly specializing in retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Colorado Springs is 5% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), the real estate market in Colorado Springs is competitive, with home prices rising by 8% year-over-year.
Business Environment
According to Fortune (2024), Colorado Springs has a favorable business climate, with incentives for startups and established companies alike.

Top 5 Financial Advisors in Colorado Springs

Integrity Wealth Advisors
★ ★ ★ ★ ★ 5
Altus Wealth Group LLC
★ ★ ★ ★ ★ 5
Summit Wealth Group
★ ★ ★ ★ ★ 5
Advenire Wealth Management
★ ★ ★ ★ ★ 5
Swan Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Colorado Springs, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Colorado Springs-Specific Expertise
For Colorado Springs residents working in Defense, Healthcare, Tourism, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Colorado Springs' reliance on defense and tourism poses risks; housing market volatility and natural disaster threats (wildfires, floods) necessitate economic diversification.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Colorado locations

Denver Colorado Springs Aurora Fort Collins Lakewood Thornton Arvada Westminster