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Finding a Denver Financial Advisor Who Meets Your Needs

Financial planning can feel overwhelming, especially if you’re just starting out or you’re moving to a new institution. Here’s how to choose the right Denver financial advisor for your needs. 

How Do I Choose a Denver Financial Advisor? 

With so many options available here in Colorado, it can be overwhelming to choose a financial advisor. Following these tips can help you sift through what’s out there and find the place that’s best for you:

  • Understand why you need a financial advisor. Are you looking for an institution that specializes in Denver private financial management? Do you have a complex estate that requires expert care? Are you looking to pay down debt or start investing in the stock market? Write down 3-5 financial goals or needs. Then, search for a wealth management company known for these services.
  • Ask about payment. Before you work with a Denver financial advisor, you want to understand what you’re paying for and how you’ll be charged. A reputable company will explain all fees outright, but don’t hesitate to ask questions if you need clarification. Better to have a straight answer now than a surprise later on when the bill arrives!
    Here in Denver, Trajan Wealth is composed of fee-only fiduciaries. That means your payments are straightforward and consistent from the start. And as fiduciary financial advisors, our team must put our client’s best interests first.
  • Look for companies with similar clientele. Find a financial fiduciary advisor who works with those in comparable age ranges, income brackets, life circumstances, financial needs, etc.
    Understanding their general clientele can help you decide between multiple Denver private financial management companies. Whether you have a larger estate, own a small business, or have foreign assets, you want to know they can handle it. 
  • Schedule an initial consultation. A big part of working with a fiduciary advisor is a strong foundation built on mutual trust and respect. Scheduling an initial consultation lets you meet your potential advisor and see how well you connect. 

During this first meeting, ask yourself:
– Do we work well together? 

– Do I feel comfortable asking them questions?

– Do their answers make sense to me? 

– Do I like spending time with this person, or is it cold and impersonal? 

These details make a big difference when it comes to managing your money. After all, you’ll likely work with the same Denver financial advisor for a long time. You want to make sure the time and financial commitment is enjoyable and worthwhile!

Your Fiduciary Financial Advisor: Denver

Here in the Mile High City, we know you have many financial management options. But at Trajan Wealth, we do things differently. With the hearts of educators, our style is transparent, with open communication. Our team will get to know you and your goals before preparing a robust and personalized plan! Along the way, we ensure you feel confident about everything we propose and execute as we support your financial well-being. 

Want to get to know us better? Schedule an appointment with our Denver financial advisor team. Meet us in our Denver office or online if that’s more convenient.

We look forward to learning more about your financial needs and how we can help! 

Greenwood CO

Trajan Wealth: Denver
6312 S. Fiddler’s Green Circle, Suite #300E Greenwood Village, Colorado 80111 (720) 405-3300 [email protected]

© 2024 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Trajan Wealth clients and employees may have a position in any of the securities mentioned. Portfolio holdings and other data are subject to change at any time and without notice. Additionally, the above links provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Trajan Wealth, L.L.C., of any of the products, services or opinions of the corporation or organization or individual. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. These materials are for informational and educational purposes and are not designed, nor intended, to apply to any person’s individual circumstances. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person. Please consult with your legal and/or tax advisor before making any tax-related decisions.