(970) 249-9900|Independent Financial Advisor, Montrose, CO
FacebookInstagramYouTubeLinkedInEmail
Loading...
ElderAdo Financial | Montrose, CO Financial Advisors2024-05-16T10:31:25-07:00

GIVING YOU PEACE OF MIND ABOUT YOUR FINANCIAL FUTURE

ElderAdo Financial is a wealth management and financial planning firm located in Montrose, Colorado. As a trusted fiduciary and fee-only financial planning firm, our team of advisors works passionately to help families in our community and surrounding areas manage and preserve their assets. Our financial advisors are able to walk alongside our clients to help them achieve their goals of retirement, travel, security, leaving a legacy, being generous and more.

FIDUCIARY

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

LEARN MORE

FEE-ONLY

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.

LEARN MORE

COMPREHENSIVE

It’s more than just investing successfully. We understand the big picture.

LEARN MORE

TESTIMONIALS

The entire team is helpful, knowledgeable, and friendly. They go out of their way to ensure you receive exceptional service, making you feel like their top priority.

-BOB C.-

Nathan was very kind and answered all my financial questions and gave me goals that are easy to achieve. He explained everything to me in a professional, yet very easy way to understand and I left feeling very excited for my financial future as a 22 year old! Whether you are 22, or 72, Nathan at ElderAdo Financial is your guy!

-JADE R.-

Super helpful and able to answer all my questions! Everyone in the office was very kind and helpful. I would recommend ElderAdo for all your financial planning needs.

-BRIAN H.-

After my husband passed away ElderAdo helped me with numerous financial decisions and helped get my finances organized. They are compassionate and very patient when educating me about money matters. I appreciate that they didn’t try to sell me products with their fee-only approach.

-LINDA-

Very community oriented and have the clients best interest in mind when helping with their financial planning.

-SHERRY-

Jim is very thorough and patient explaining finances, including how the market operates.

-KAREN-

Disclosures: These testimonials are written by clients who have worked with ElderAdo. ElderAdo has not provided any direct or indirect compensation for these testimonials. There are no material conflicts of interest between the reviewer and ElderAdo Financial.

LATEST NEWS

Catch up on the latest information from our Financial Advisors. We provide comprehensive financial solutions for entrepreneurs, investors, professionals and retirees. Our financial advisors have a unique understanding of our clients’ challenges and opportunities.

View All Articles

WANT TO LEARN MORE?
SIGN UP FOR OUR MONTHLY NEWSLETTER.

SIGN-UP

OUR SERVICES

FINANCIAL PLANNING

Get a comprehensive plan created by our Certified Financial Planner ® that’s unique to your specific circumstances and goals. A goal without a plan is just a wish after all.

Read More

INVESTMENT MANAGEMENT

Our team of experts selects investments designed to help you reach your goals and continue to manage accounts as economic or market conditions change.

Read More

RETIREMENT PLANNING

Will you have enough to retire? When should you draw from social security? Get peace of mind when it comes to retirement. After all, you only retire once.

Read More

WEALTH TRANSITION PLANNING

Do you have a plan established so that your loved ones are taken care of when you are no longer able to? We help facilitate discussions on this and help you set plans in place to help a tough time be a little easier for those you leave behind.

Read More

LET’S WORK TOGETHER

We offer a complimentary financial review.

CONTACT US
Copyright © Elderado Financial, Inc.   |   All Rights Reserved   |   Website Powered by BPetersonDesign
Go to Top