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Financial Planners in Boulder, CO: 2026 rankings

184 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Boulder: 20/20 Tax Resolution, RFA Score 76/100; 4.8★ from 892 Google reviews.

  2. 7

    Most-reviewed: O & G Tax and Accounting Services, LLC, 154 Google reviews at 4.9★, the most of 184 ranked after 20/20 Tax Resolution; ranked #7.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

184 Boulder financial planners are ranked here by RFA Score, from eight published factors. 33 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.7★ across 184 rated firms.

Top 10 financial planners in Boulder at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Boulder at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
120/20 Tax Resolution764.8★ (892)Broomfield, 10 mi awayTop score
2InSight Financial Planners715.0★ (52)Boulder—
3Jocelyn Pension Consulting, LLC704.8★ (50)Boulder—
4Bloom Wealth Advisors695.0★ (29)Boulder—
5Paramount Tax & Accounting CPA's Arvada695.0★ (93)Arvada, 16 mi away—
6Andrea Romero - COUNTRY Financial Representative695.0★ (100)Arvada, 18 mi away—
7O & G Tax and Accounting Services, LLC684.9★ (154)Lakewood, 23 mi awayMost reviews
8Williamson & Co PC684.5★ (64)Louisville, 7 mi away—
9IPS Strategic Capital675.0★ (100)Denver, 23 mi away—
10LBS TAXES675.0★ (46)Longmont, 14 mi away—

All 184 financial planners in Boulder, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Boulder

    #1 20/20 Tax Resolution

    Based in Broomfield, 10 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 892 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 892 Google reviews
    Hours
    Mon–Fri 7 AM–4 PM · Sat–Sun closed
    Address
    11800 Ridge Pkwy #400, Broomfield, CO 80021
    View profile for 20/20 Tax Resolution(877) 236-1212

  4. #4 Bloom Wealth Advisors

    Based in Boulder

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1909 26th St Ste 1B, Boulder, CO 80302
    View profile for Bloom Wealth Advisors(303) 415-9122

  8. #8 Williamson & Co PC

    Based in Louisville, 7 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.5★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 64 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    400 McCaslin Blvd #205, Louisville, CO 80027
    View profile for Williamson & Co PC(303) 604-0829

  9. #9 IPS Strategic Capital

    Based in Denver, 23 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 100 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 100 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    215 S Wadsworth Blvd Ste 540, Denver, CO 80226
    View profile for IPS Strategic Capital(303) 697-3174

  10. #10 LBS TAXES

    Based in Longmont, 14 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    325 3rd Ave, Longmont, CO 80501
    View profile for LBS TAXES(303) 827-3948

  12. #12 Berken Cloyes, PC

    Based in Denver, 24 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.8★ from 119 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 119 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1159 Delaware St, Denver, CO 80204
    View profile for Berken Cloyes, PC(303) 623-4357

  13. #13 APO Financial

    Based in Westminster, 12 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.6★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10155 Westmoor Dr Suite 125, Westminster, CO 80021
    View profile for APO Financial(720) 588-2000

  14. #14 myWealthBeing

    Based in Broomfield, 7 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    View profile for myWealthBeing(720) 772-7765

  20. #20 MY Wealth Planners

    Based in Longmont, 12 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    720 100 Year Party Ct Ste 300, Longmont, CO 80504
    View profile for MY Wealth Planners(303) 600-3757

  23. #23 Elevations Credit Union

    Based in Boulder

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 3.7★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 32 Google reviews
    Hours
    Mon–Tue 8:30 AM–5:30 PM · Wed closed · Thu–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    1301 Walnut St #100, Boulder, CO 80302
    View profile for Elevations Credit Union(303) 443-4672

  24. #24 Cutler & Co CPAs

    Based in Lakewood, 22 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    12136 W Bayaud Ave Ste 300, Lakewood, CO 80228
    View profile for Cutler & Co CPAs(303) 238-8500

  25. #25 Elevations Credit Union

    Based in Longmont, 15 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.2★ from 106 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 106 Google reviews
    Hours
    Mon–Tue 8:30 AM–5:30 PM · Wed closed · Thu–Fri 8:30 AM–5:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    777 21st Ave, Longmont, CO 80501
    View profile for Elevations Credit Union(303) 443-4672

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 184 ranked financial planners here; the rest are on their profiles.

financial planners in Boulder, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Elevations Credit Union654.1★ (41)7 mi
27Schad Agency654.8★ (22)9 mi
28Trailhead Wealth Management655.0★ (16)8 mi
29Financial Retirement Group655.0★ (30)16 mi
30Alpine Bank653.6★ (19)In Boulder
31CayDen Wealth Management655.0★ (20)12 mi
32Wings Credit Union, previously Ent644.3★ (62)16 mi
33Alpha 1 Tax & Wealth Retirement Planning & Financial Advisors645.0★ (24)16 mi
34Maia Wealth644.9★ (47)23 mi
35Complete Spectrum Financial Services, LLC.645.0★ (40)23 mi
36Valorem Financial644.8★ (30)18 mi
37Claire Mork - Edelman Financial Engines645.0★ (19)16 mi
38Financial Steward Associates, LLC644.2★ (5)In Boulder
39Wendy Martinez - Edelman Financial Engines635.0★ (18)16 mi
40Linda DeLano - COUNTRY Financial Representative634.8★ (21)16 mi
41FNBO634.4★ (29)16 mi
42Northwestern Mutual - Justin Halverson635.0★ (3)In Boulder
43FNBO634.1★ (26)12 mi
44Daniel Schultz - Private Wealth Advisor, Ameriprise Financial Services, LLC634.0★ (4)In Boulder
45Oliver Asset Management634.8★ (17)15 mi
46UMB Bank633.4★ (5)In Boulder
47Fidelity Investments633.6★ (48)10 mi
48Trajan Wealth634.9★ (9)10 mi
49Oakway Financial LLC635.0★ (19)19 mi
50Elevations Credit Union633.4★ (72)8 mi

Also serving Boulder

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Boulder
BusinessGoogle ratingDistance
AMG National Trust5.0★ (2)In Boulder
Ascent CFO Solutions4.6★ (11)In Boulder
ASCENT WEALTH PARTNERS (Boulder Branch)5.0★ (1)In Boulder
Baird Private Wealth Management5.0★ (1)In Boulder
BlueBird Advisory4.9★ (9)In Boulder
Boulder Wealth Advisors5.0★ (2)In Boulder
Boulder, CO Branch Office - UBS Financial Services Inc.5.0★ (2)In Boulder
Brightside Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)In Boulder
Charles Schwab2.9★ (37)In Boulder
Day Webb & Associates - Northwestern Mutual5.0★ (1)In Boulder
Edward Jones - Financial Advisor: Adam T O'Hair, AAMS®5.0★ (1)In Boulder
Financial Mountain Inc1.0★ (1)In Boulder
Flatirons Wealth Management:Steve Zakelj3.0★ (2)In Boulder
KW Capital Advisors - Ameriprise Financial Services, LLC5.0★ (1)In Boulder
Merrill Lynch Financial Advisor Alexander Kaiser1.0★ (1)In Boulder
Moneta Group - Boulder5.0★ (1)In Boulder
Morgan Stanley Financial Advisors3.0★ (6)In Boulder
Neil Lubar - Morgan Stanley5.0★ (1)In Boulder
Thomas E Healy CPA PC5.0★ (4)In Boulder
Wells Fargo Advisors2.3★ (4)In Boulder

How we ranked Boulder financial planners

We scored 184 Boulder financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Boulder data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Boulder: frequently asked questions

Which financial planner has the highest RFA Score in Boulder?

By RFA Score, the highest-ranked financial planner in Boulder, CO is 20/20 Tax Resolution with an RFA Score of 76/100. It has 4.8★ from 892 Google reviews. InSight Financial Planners (#2) and Jocelyn Pension Consulting, LLC (#3) follow. We ranked 184 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Boulder?

RankedFinancialAdvisors ranks 184 financial planners serving Boulder, CO. 12 of them are based in Boulder; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Boulder work on weekends?

33 of 184 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are myWealthBeing (#14), Wings Credit Union, previously Ent (#22) and Elevations Credit Union (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Boulder financial planners have?

The median Google rating among 184 rated financial planners in Boulder is 4.7★, with a median of 17 reviews. 20/20 Tax Resolution has the most, 892 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Boulder count in this ranking?

Yes, if they are within 25 mi of the Boulder city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Boulder ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Boulder a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Boulder

  1. November 2026: RFA Scores recalculated for 184 financial planners serving Boulder.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Boulder pages