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Colorado Springs is home to a diverse range of investment management firms that cater to individuals, families, and institutions seeking financial growth and security. Whether you’re looking for comprehensive wealth management, retirement planning, or fiduciary advisory services, these firms provide tailored solutions to meet your financial goals. Below is a curated list of top investment management firms in Colorado Springs, each offering unique expertise and client-focused strategies.
Investment Management Firms in Colorado Springs
- Marathon Wealth & Protection Strategies
- Redd Financial Group
- Cascade Investment Group Inc.
- Petra Financial Advisors Inc
- Altus Wealth Group LLC
- Wealth Logic
- Summation Wealth Group
- Academy Wealth Management
- Advisers Investment Management Inc
- Warmack Investments
1. Marathon Wealth & Protection Strategies
Marathon Wealth & Protection Strategies is an independent, full-service financial planning and advisory firm based in Colorado Springs, Colorado. Operating under fiduciary standards, the firm offers a comprehensive range of services, including retirement planning, investment management, estate planning, tax strategies, and insurance solutions. With a team boasting over 70 years of combined experience, Marathon Wealth emphasizes a collaborative, relationship-driven approach to help clients achieve their financial goals. The firm provides a variety of resources, such as articles, calculators, and a glossary, to educate clients on topics like money management, retirement, and lifestyle planning. Operating as an independent firm, Marathon Wealth is affiliated with Osaic Wealth, Inc., a member of FINRA/SIPC.
🔹 Services: Investment Management, Retirement Planning, Estate Planning, Tax Strategies, Insurance Solutions
📍 Address: 90 S Cascade Ave #1400, Colorado Springs, CO 80903
📞 Phone: (820) 795-4221
🔗 Website: Marathon Wealth & Protection Strategies
📧 Contact: [email protected]
2. Redd Financial Group
Don Sperry Redd is a seasoned Wealth Management Advisor with Northwestern Mutual, based in Colorado Springs, Colorado. With over a decade of experience, he specializes in crafting personalized financial strategies for individuals and families, focusing on areas such as retirement planning, investment management, and insurance solutions. Redd holds professional designations including RICP® (Retirement Income Certified Professional) and CLTC® (Certified in Long-Term Care), underscoring his commitment to providing comprehensive financial guidance. Operating as a fiduciary, he offers a range of services through Northwestern Mutual Investment Services, LLC, and is affiliated with Northwestern Mutual Wealth Management Company.
🔹 Services: Investment Management, Retirement Planning, Insurance Solutions, Wealth Management
📍 Address: 2 N Cascade Ave #900, Colorado Springs, CO 80903
📞 Phone: (719) 578-4048
🔗 Website: Redd Financial Group
📧 Contact: [email protected]
3. Cascade Investment Group Inc.
Cascade Investment Group, Inc., established in 1996 and headquartered in Colorado Springs, Colorado, is an independent, client-focused financial advisory firm offering personalized investment management and planning services. With over a century of combined investment experience, the firm’s team provides a range of services, including wealth management, retirement planning, nonprofit asset management, special-needs planning, and insurance services. Operating as a fiduciary, Cascade Investment Group is committed to acting in the best interests of its clients, free from conflicts of interest associated with large corporate ownership. The firm’s philosophy centers on tailoring investment portfolios to meet the unique needs and objectives of each client, emphasizing safety of principal, income, and capital growth.
🔹 Services: Investment Management, Wealth Management, Retirement Planning, Nonprofit Asset Management, Special-Needs Planning
📍 Address: 444 E Pikes Peak Ave #200, Colorado Springs, CO 80903
📞 Phone: (719) 632-0818
🔗 Website: Cascade Investment Group
📧 Contact: [email protected]
4. Petra Financial Advisors Inc
Petra Financial Advisors, Inc., based in Colorado Springs, Colorado, is a fee-only, fiduciary financial planning and investment management firm dedicated to helping clients navigate life’s transitions with clarity and confidence. Since 1994, Petra has provided comprehensive and objective financial planning services, emphasizing a client-centric approach that prioritizes trust and transparency. Their structured process begins with an Alignment Conversation to understand clients’ goals, followed by detailed planning phases that assess current financial positions and outline steps to achieve desired outcomes. Petra’s commitment to acting in clients’ best interests is underscored by their avoidance of commissions, ensuring unbiased advice.
🔹 Services: Investment Management, Financial Planning, Retirement Strategies, Estate Planning, Tax Optimization
📍 Address: 2 N Nevada Ave #1300, Colorado Springs, CO 80903
📞 Phone: (719) 636-9000
🔗 Website: Petra Financial Advisors
📧 Contact: [email protected]
5. Altus Wealth Group LLC
Altus Wealth Group, based in Colorado Springs, Colorado, is an independent, full-service fiduciary financial advisory firm established in 2017. Serving clients across 21 states, the firm manages approximately $445 million in assets for over 700 clients, including individuals, families, trusts, and institutions. Altus offers a comprehensive suite of services, encompassing financial planning, investment management, tax strategies, estate planning, and risk management. Their client-centric approach begins with an in-depth discovery process to understand each client’s unique goals and values, enabling the creation of tailored financial plans.
🔹 Services: Investment Management, Financial Planning, Tax Strategies, Estate Planning, Risk Management
📍 Address: 423 S Cascade Ave, Colorado Springs, CO 80903
📞 Phone: (719) 900-1295
🔗 Website: Altus Wealth Group
📧 Contact: [email protected]
6. Wealth Logic
Wealth Logic, LLC is a Colorado Springs-based, fee-only financial advisory firm founded by Allan S. Roth, CFP®, CPA, MBA. The firm distinguishes itself with an hourly billing model, eschewing traditional asset-based fees and product commissions to minimize conflicts of interest and promote transparency. Emphasizing behavioral finance principles, Wealth Logic advocates for “boring” yet effective investment strategies that prioritize simplicity, low costs, and tax efficiency. Their services encompass comprehensive financial planning, investment advisory, and business consulting, all designed to empower clients to achieve financial independence without unnecessary complexity or expense.
🔹 Services: Investment Advisory, Financial Planning, Tax-Efficient Strategies, Business Consulting
📍 Address: 102 S Tejon St, Colorado Springs, CO 80903
📞 Phone: (719) 955-1001
🔗 Website: Wealth Logic
📧 Contact: [email protected]
7. Summation Wealth Group
Summation Wealth Group is a trusted financial advisory firm based in Colorado Springs, offering personalized investment management and wealth planning services. Their team of experienced professionals works closely with clients to develop strategies that align with their financial objectives. With a focus on long-term growth and risk management, they provide tailored solutions for retirement planning, estate planning, and investment strategies. Their client-first approach ensures transparency and trust in every financial decision.
🔹 Services: Investment Management, Wealth Planning, Retirement Strategies, Estate Planning
📍 Address: 90 S Cascade Ave Ste 1000A, Colorado Springs, CO 80903
📞 Phone: (719) 578-4010
🔗 Website: Summation Wealth Group
📧 Contact: [email protected]
8. Academy Wealth Management
Academy Wealth Management provides comprehensive financial advisory services to clients in Colorado Springs, focusing on investment management and retirement planning. Their team of dedicated advisors helps clients navigate complex financial landscapes with customized strategies. They emphasize disciplined investment approaches, tax-efficient planning, and risk management to ensure sustainable wealth growth.
🔹 Services: Investment Management, Retirement Planning, Tax Strategies, Risk Management
📍 Address: 5540 N Academy Blvd, Colorado Springs, CO 80918
📞 Phone: (719) 574-1588
🔗 Website: Academy Wealth Management
📧 Contact: [email protected]
9. Advisers Investment Management Inc
Advisers Investment Management Inc is a Colorado Springs-based firm specializing in investment management and financial planning. Their team works with individuals and businesses to create tailored investment portfolios that align with their financial goals. They prioritize a disciplined, research-driven approach to maximize returns while managing risk.
🔹 Services: Investment Management, Financial Planning, Portfolio Strategy, Retirement Planning
📍 Address: 1255 Lake Plaza Dr #244, Colorado Springs, CO 80906
📞 Phone: (719) 540-9990
🔗 Website: Advisers Investment Management
📧 Contact: [email protected]
10. Warmack Investments
Warmack Investments offers investment advisory services with a focus on real estate and portfolio management. Their team provides strategic guidance to help clients build and preserve wealth through diversified investment approaches.
🔹 Services: Investment Management, Real Estate Investments, Portfolio Strategy
📍 Address: 104 S Cascade Ave #207, Colorado Springs, CO 80903
📞 Phone: (719) 540-6394
🔗 Website: Warmack Investments
📧 Contact: [email protected]
Choosing the right investment management firm in Colorado Springs depends on your financial goals, risk tolerance, and preferred advisory approach. The firms listed above offer a variety of services, from fiduciary wealth management to tax-efficient investment strategies. Whether you’re planning for retirement, managing an estate, or seeking growth-oriented investments, these firms provide expert guidance to help you achieve financial success. For personalized recommendations, consider scheduling consultations with multiple advisors to find the best fit for your needs.
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