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Top 30 financial advisors of 36 near 81401
Out of 400,000+ nationwide
Jaimee C
Verified by Warmer
CFP®, Series 63
Montrose, CO
Elderado Financial, Inc.
Jaimee Carnes, CFP®, is one of the lead advisors at ElderAdo Financial, where she works as part of a collaborative team helping individuals and families make confident, values-aligned financial decisions. Jaimee specializes in retirement planning, investment management, and guiding clients through complex life transitions with clarity and care. Known for her thoughtful, relationship-driven approach, she partners closely with clients to build practical, sustainable strategies aligned with their long-term goals. Jaimee believes effective financial planning should feel personal, empowering, and grounded in trust.
Jim E
Verified by Warmer
Series 63, Series 65
Montrose, CO
Elderado Financial, Inc.
Jim Elder is a seasoned fiduciary financial advisor based in Montrose, Colorado, with over 33 years of experience in wealth management. Registered with Elderado Financial, an SEC-regulated Registered Investment Advisor (RIA), Jim specializes in retirement planning, tax optimization, estate planning, and real estate investing. Over his career, he has managed $240 million in assets under management, guiding predominantly retired clients. Jim’s approach is grounded in trusted, client-centered fiduciary advice, helping individuals and families achieve financial confidence and long-term security.
Nathan M
Verified by Warmer
Series 63, Series 65, CFP®
Montrose, CO
Elderado Financial, Inc.
Trevor H
Series 63, Series 66
Montrose, CO
Edward Jones
Daniel B
Series 66
Montrose, CO
Edward Jones
Benjamin J
Series 66
Montrose, CO
Edward Jones
Jeri M
CFP®, Series 66
Montrose, CO
Edward Jones
Connor V
Series 66
Montrose, CO
Edward Jones
Paul M
Series 66
Montrose, CO
Edward Jones
Alexandra G
Series 66
Montrose, CO
Edward Jones
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Finding advisors...
Top 30 financial advisors of 36 near 81401
Out of 400,000+ nationwide