Colorado’s Source For Objective Advice;
Providing Strategies For Accumulating & Managing Wealth

The Partners

Colorado Financial Partners, LLC, is a unique group comprised of over 120 independent LPL Financial Advisors located throughout Colorado, as well as parts of Wyoming, Arizona and California. The Partners are affiliated with LPL Financial, the largest independent broker/dealer in the nation (As reported by Financial Planning magazine, June 1996 – 2014, based on total revenues). As LPL’s largest Branch office in Colorado*, The Partners provide intelligent, caring Wealth Management Strategies to over 30,300 client accounts. These strategies are part of a holistic financial plan that draws together:

  • Investment Portfolio Design & Maintenance
  • Tax Efficiency Planning
  • Risk Assessment (Including Life, Medical, Longevity, Professional Liabilities & Property)
  • Document Organization
  • Written Goals & Execution Plans

With over 50 professional designations and an average of 18 years of experience, The Partners provide customized programs that seek to help grow and conserve your wealth by delivering an unprecedented level of personalized service to our clients.

The business alliance formed between The Partners benefit clients by assuring the continuation of services regardless of unforeseen events. Enhanced tools and services are also available to The Partners as a result of their collective resources and experience.

*Based on revenue and number of Financial Advisors.

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