Colorado Financial Advisors: Comprehensive Report
Overview
Colorado Financial Advisors is a distinguished financial services firm headquartered in Greenwood Village, Colorado. Renowned for its commitment to excellence, the company specializes in a broad spectrum of insurance and financial services. Its mission is to help clients attain their financial objectives through strategic planning and personalized support, backed by a focus on client satisfaction and high-quality service.
Key Services
- Financial Planning: Tailored strategies for various life stages including pre-retirement, newly married couples, and career starters.
- Investments: Expertise in retirement planning and fee-based investment solutions.
- Insurance Products: Comprehensive options such as life insurance, annuities, and long-term care solutions.
- Client Resources: Offers tools like instant term insurance quotes for enhanced customer convenience.
Leadership and Team
- Steven L. White, Jr. LUTCF®: Advanced Planning Specialist focused on strategic retirement solutions emphasizing both accumulation and cash flow.
- Kim Gustafson: Wealth Advisor working towards a CFP designation with a focus on value transformation and legacy building for entrepreneurs.
- Mike Nekoorad, CFP®, CLU®: Certified Financial Planner with over three decades of experience in personalized financial planning.
- Brad Marlin, CFP®: Specializes in wealth accumulation and tax-advantaged distribution strategies.
- Robert Rich: Financial Professional dedicated to goal-oriented financial planning, pursuing CFP and ChFC designations.
- Daniel S. Whiteman III: Delivers insurance solutions tailored to safeguarding client interests.
- John Butler, CPA: Offers wealth management solutions, drawing on a rich background in agricultural business since 2000.
- Jo Dee Tribelhorn: Delivers comprehensive financial solutions across multiple states, leveraging diverse professional experiences.
Contact Information
Address:
8400 E. Prentice Ave., Suite 800
Greenwood Village, CO 80111
Phone: (720) 759-2329
Professional Environment
Colorado Financial Advisors emphasizes the value of its advisory team as its greatest asset. The firm prides itself on delivering superior customer satisfaction and crafting individualized financial strategies, effectively positioning itself within the industry landscape. The organization’s state-spanning presence includes operations in California, Colorado, Florida, Texas, and Montana.
Competitor Profiling: Financial Advisory Landscape in Colorado
Key Competitors
1. Mercer Global Advisors, Inc.
- AUM: $45,350,198,548
- Headquarters: Denver, CO
- Founded: 1985
- Fee Structure: Fee-based
- Services: Comprehensive financial planning, portfolio management, pension consulting, estate planning, tax return preparation.
- Notable Achievement: Ranked #1 RIA Firm in the 2024 Barron’s Top 100 RIAs.
2. Crestone Asset Management, LLC
- AUM: $3,616,260,964
- Headquarters: Boulder, CO
- Founded: 2001
- Fee Structure: Fee-only
- Clientele: Ultra-high-net-worth individuals requiring a minimum of $25 million investment.
- Services: Wealth management, family office services, investment advisory emphasizing alternative investments.
3. Johnson Financial Group, LLC
- AUM: $2,476,192,497
- Headquarters: Denver, CO
- Founded: 2002
- Fee Structure: Fee-only
- Client Base: High-net-worth individuals, minimum asset threshold of $30 million.
- Services: Portfolio management, family office services, investment strategies with global diversification.
4. SRS Capital Advisors, Inc.
- AUM: $1,438,586,845
- Headquarters: Denver, CO
- Founded: 2006
- Fee Structure: Fee-based
- Approach: Personalized financial planning and investment utilizing proprietary quantitative models.
5. IWP Wealth Management, LLC
- AUM: $3,575,824,101
- Headquarters: Denver, CO
- Founded: 2004
- Fee Structure: Fee-only
- Focus: Family-focused financial planning with a broad service range including estate and tax planning.
Strategic Insights
- Market Positioning: Competitors like Mercer hold a formidable market share due to extensive AUM, suggesting a broad client base.
- Service Differentiation: To stand out, Colorado Financial Advisors can enhance personalized service offerings targeting niche markets like middle-tier wealth clients.
- Networking Strategies: Potential exists for forming alliances with local businesses, leveraging market knowledge to tailor offerings.
- Client-Centric Focus: Enhance client-centric practices by offering flexible investment options and optimal customer advisory experiences.
Colorado Financial Advisors can capitalize on these insights to refine and potentially broaden its service range, prioritizing personalized client engagements and diversified investment strategies.
