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Navigating financial decisions—whether for retirement, investing, or long-term planning—often benefits from the guidance of a trusted financial advisor. In Colorado Springs, a range of professionals and firms offer diverse financial services tailored to individual, family, and business needs. From independent planners to comprehensive wealth management teams, these advisors bring varying experiences and specialties to the table.
The following list highlights financial advisors located in Colorado Springs. It’s intended as a resource to help you begin your search, compare services, and explore options that may align with your goals and financial outlook.
1. Intervest International Inc
Intervest International, Inc. is a financial services firm headquartered in Colorado Springs, Colorado. Established in 1980, the firm initially focused on providing financial planning services to U.S. military personnel and civilians in Europe before relocating its headquarters to Colorado Springs in 1990. Intervest International offers a range of services, including financial planning, investment advisory, and brokerage services. The firm is affiliated with Ausdal Financial Partners, Inc., through which it offers securities and advisory services.
Phone: +1 719-592-9299
Email: ed.hindman@intervestintl.com
Address: 1980 Dominion Way #202, Colorado Springs, CO 80918
Website: http://www.intervestintl.com/
2. Sound Investment Strategies Inc.
Sound Investment Strategies, Inc., based in Colorado Springs, Colorado, is a financial advisory firm specializing in retirement planning services for federal employees. Led by founder and president Jim Johnson, a financial educator and investment advisor with over 30 years of experience, the firm offers personalized retirement planning, seminars, and resources tailored to the unique needs of federal employees. Their services include guidance on federal pension systems, survivor benefits, health insurance, Medicare, Social Security, and the Thrift Savings Plan (TSP). Sound Investment Strategies aims to provide peace of mind in retirement by helping clients navigate the complexities of federal retirement benefits.
Phone: +1 719-649-9613
Email: jimjohnson@soundinvestmentstrategiesinc.com
Address: 1811 N 7th St, Colorado Springs, CO 80907
Website: http://soundinvestmentstrategiesinc.com/
3. Rocky Mountain Financial Services
Rocky Mountain Financial Services, LLC is a Colorado Springs-based financial planning firm dedicated to helping clients achieve financial security and long-term success. The firm specializes in serving pre-retirees, retirees, dentists, healthcare professionals, and business owners, offering tailored strategies in areas such as asset protection, wealth accumulation, investment planning, retirement income distribution, business succession, and estate planning. With a holistic approach, they collaborate closely with clients to develop comprehensive financial plans that align with individual goals and values. Their commitment to personalized service and strategic planning empowers clients to navigate financial complexities with confidence.
Phone: +1 719-265-9665
Email: vicki@rmfsgroup.com
Address: 130 E Kiowa St #600, Colorado Springs, CO 80903
Website: http://www.rmfsgroup.com/
4. Strategic Wealth Partners
Strategic Wealth, located at 111 S Tejon St in Colorado Springs, Colorado, is a financial services firm offering personalized financial planning and investment management solutions. The firm is associated with The Strategic Financial Alliance, a registered investment advisory firm. Brian Bennett, a financial advisor with over 46 years of experience, is affiliated with this firm and provides services such as financial planning, portfolio management for individuals and small businesses, and educational seminars. Strategic Wealth is committed to helping clients achieve their financial goals through tailored strategies and comprehensive planning.
Phone: +1 719-285-9530
Email: info@strategicwealth.us
Address: 111 S Tejon St, Colorado Springs, CO 80903
Website: http://strategicwealth.us/
5. Financial Equipment Co Inc
Financial Equipment Company (FEC), based in Colorado Springs, Colorado, is a family-owned business with over 35 years of experience in providing specialized equipment solutions. The company offers a comprehensive range of products, including coin and currency handling machines, document processing equipment, and data destruction tools. FEC serves various industries such as banking, retail, casinos, and cannabis operations, ensuring tailored solutions for each sector. Their commitment to customer service is evident through their prompt and compassionate support, offering both onsite and remote assistance. Additionally, FEC provides service contracts and software maintenance, extending support beyond manufacturer warranties to ensure clients receive exceptional value and peace of mind.
Phone: +1 719-632-2468
Email: service@financialequipment.net
Address: E Saint Vrain St, Colorado Springs, CO 80903
Website: http://www.financialequipment.net/
6. Integrated Financial Wellness
Integrated Financial Wellness, LLC, located in Colorado Springs, Colorado, is a fiduciary financial planning firm dedicated to helping clients achieve their best financial life. Founded by Adam Wade, a CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor, the firm offers comprehensive, fee-based financial planning services tailored to individuals, families, active and retired military service members, and small business owners. Their holistic approach encompasses estate planning, tax strategies, asset protection, and goals-based investment management, all customized to align with clients’ unique objectives and values. Integrated Financial Wellness emphasizes transparency, personalized service, and a commitment to acting in clients’ best interests, providing guidance through in-person meetings, phone calls, or video teleconferences. The firm operates independently and offers advisory services through J.W. Cole Advisors, Inc., ensuring clients receive unbiased, client-centered financial advice .
Phone: +1 719-442-1722
Email: colleen@investwithnova.com
Address: 18 N Sierra Madre St E, Colorado Springs, CO 80903
Website: http://www.integratedfinancialwellness.com/
7. Investment Trust Company
Investment Trust Company, headquartered in Colorado Springs, Colorado, is a boutique wealth management and independent trust firm with over 50 years of experience. The company offers a modern approach to wealth management by combining financial expertise with advanced technology and world-class investment research partners. Their services include wealth planning, investment management, and fiduciary services, all tailored to meet the unique needs of their clients. The firm’s team of experienced financial advisors is dedicated to preserving and growing clients’ wealth through personalized strategies. Investment Trust Company prides itself on acting as a trusted advisor, strategic partner, and champion for their clients’ financial futures .
Phone: +1 303-778-6800
Email: info@investmenttrust.com
Address: 8610 Explorer Dr Suite 302, Colorado Springs, CO 80920
Website: https://investmenttrust.com/
8. Heartfelt Financial Solutions
Heartfelt Financial Solutions, based in Colorado Springs, Colorado, is a client-centered financial planning firm focused on delivering personalized and empathetic financial guidance. Led by Robin Helm, the firm emphasizes trust, transparency, and a holistic approach to wealth management. Whether helping clients navigate retirement planning, investment strategies, or life transitions, Heartfelt Financial Solutions prioritizes building lasting relationships and tailoring solutions to align with each client’s values and goals. The firm stands out for its compassionate and educational approach, empowering individuals and families to achieve financial clarity and confidence.
Phone: +1 719-886-4067
Email: robin@heartfeltfinancialsolutions.com
Address: 5155 Saxton Hollow Rd, Colorado Springs, CO 80908
Website: https://heartfeltfinancialsolutions.com/
9. PlanWiser
PlanWiser, located in Colorado Springs, Colorado, is a forward-thinking financial planning firm dedicated to helping clients achieve clarity and control over their financial future. Through personalized financial strategies, the firm assists individuals, families, and businesses in navigating key life stages—from saving for retirement to managing complex investments. PlanWiser prioritizes education and transparency, offering expert guidance tailored to each client’s specific goals and values. With a commitment to long-term relationships and fiduciary responsibility, the team provides comprehensive services designed to grow and protect wealth.
Phone: +1 220-544-6108
Email: info@planwiser.com
Address: 201 E Las Animas St #101, Colorado Springs, CO 80903
Website: https://planwiser.com/
10. Precision Wealth Advisors LLC
Precision Wealth Advisors, located in Colorado Springs, Colorado, is a financial advisory firm dedicated to providing personalized wealth management services. Founded in 2018 by Mark Jacobberger, the firm offers a range of services including retirement planning, investment management, estate planning, insurance, and tax strategies. With a focus on trust, honesty, and integrity, Precision Wealth Advisors aims to create tailored strategies that align with clients’ unique financial goals. The firm’s team of professionals leverages years of experience to guide clients through various life transitions, ensuring their financial plans are both comprehensive and adaptable. Precision Wealth Advisors operates independently and offers advisory services through Cambridge Investment Research Advisors, Inc., emphasizing their commitment to unbiased and client-centered financial advice.
Phone: +1 719-535-8027
Email: mark@precisionwealthadvisors.com
Address: 7035 Campus Drive, Suite 911, Colorado Springs, CO 80920
Website: https://www.precisionwealthadvisors.com/
Exploring Your Financial Options in Colorado Springs
Choosing a financial advisor is a personal decision that depends on many factors—your priorities, communication style, and long-term goals among them. Colorado Springs offers a broad landscape of advisors with different approaches and areas of expertise, giving you the freedom to explore and select the right fit for your financial journey.
Whether you’re planning for the years ahead or managing changes today, take the time to understand your options. With the right information and a thoughtful approach, you’re better equipped to make a decision that supports your financial well-being and future peace of mind.
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