Financial Advisors in Denver

Denver Financial Advisors

We are a forward-thinking fee-only financial planning and investment management firm. We specialize in working with ‘accidental millionaires’- people who have worked hard, saved wisely and are approaching or entering retirement.

By combining Intelligent Investing™ with our structured Planning for Life Experience™ process, we help clients navigate decisions that support a healthy, fulfilling retirement life.

This small giant was founded with a goal to create a firm filled with humanity; an advisory firm that emphasizes clients’ interests first. Our fiduciary focus is unwavering.

We use our experience, wisdom and skill to help each individual and family build a successful retirement and lasting legacy.

Meet Us

Kim Curtis, Denver Fiduciary Financial Advisor

Kimberly L. Curtis
CFP®, ChFC, CLU, CAP, AEP, MSFS
President & CEO

Justin Hobbs, Denver Financial Planning Associate

Justin M. Hobbs
CFP®
Planning Associate

Meg Gehl, Organizational & Facilitation Specialist

Meg K. Gehl
MBA
Organizational & Facilitation Specialist

Cashel Giordano, Client Relations Associate

Cashel N. Giordano
Client Relations Associate

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Investopedia Top 100 Financial Advisors

The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing strategies, life-stage planning and wealth management.

AdvisoryHQ Top Financial Advisors and Best Wealth Managers in the US & UK

AdvisoryHQ presents the lists of top financial advisors, Registered Investment Advisors (RIAs), and wealth management firms across the U.S. and U.K. that have been reviewed and rated in 2021. 

Working Mother and SHOOK Research's 2017 Top Wealth Adviser Moms

“Every mom on this list has three families: her clients, her team and the one that greets her when she returns home,” says Liz Shook, COO of SHOOK Research. “Who better to trust with your future than a mother?”

Expertise: Best Financial Advisors in Thornton

Our goal is to connect people with the best local experts.  We scored financial advisors on more that 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Thornton, CO.

Client Success Stories

Making a Plan for Smooth Retirement, Regardle ..

After being married for over 30 years, Tanya and John had settled into a routine when it came to money management. John depended on Tanya to manage the family finances, and Tanya handled them out of necessity. The one-sided arrang...
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5 Questions You Forget to Ask With DIY Retire ..

If you’re taking retirement planning into your own hands, it’s easy to get bogged down by the dollars and cents without thinking about what retirement will actually feel like. In other words, when it comes to retirement, are you t...
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Recent Stories

How to Qualify and Apply for Colorado’s Prope ..

If you’re a senior aged 65 or older living in Colorado, you may qualify for property tax exemptions to help lower your tax bill. Property taxes can be a major financial burden, especially if you’re already retired. But thanks to p...
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Let’s Celebrate National 401(k) Day September ..

Do we actually need a National 401(k) Day? Actually, it might be more necessary than you think. According to the Bureau of Labor Statistics (BLS), 66% of private industry workers had access to a defined contribution plan, like a 4...
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New Tax Law Lets You Move 529 Funds to Roth I ..

Starting in 2024, there will be a major change to 529 plans that allow for a new transfer option to Roth IRAs. The new provision is part of the SECURE 2.0 Act, passed by Congress in late 2022. The new 529 to Roth IRA option is gre...
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