Elderado Financial

Nestled in the heart of Montrose, Colorado, ElderAdo Financial stands as a trusted fiduciary wealth management and financial planning firm. Led by a team of experienced and passionate advisors, we are dedicated to guiding individuals and families in the Montrose community and beyond towards financial security and prosperity.

Our Mission

Our mission is to empower individuals to take control of their financial future through personalized plans tailored to their unique goals and aspirations. We believe in open communication, transparency, and a collaborative approach to financial planning, ensuring that every client feels valued and empowered throughout the process.

What Sets Us Apart

Unlike many traditional financial institutions, we operate on a fee-only basis, prioritizing your best interests without any hidden charges or sales commissions. Our unwavering fiduciary duty compels us to act in your best interests at all times.

The ElderAdo Difference

• Customized Solutions: We offer non-proprietary solutions customized to each client's unique financial situation and goals.
• Transparent Communication: We believe in clear and concise communication, ensuring you understand every step of the process and the rationale behind our recommendations.
• Client-Focused Approach: Your needs, aspirations, and values guide our planning process. We are committed to building strong relationships with our clients and fostering open communication at every stage.

Our Services

We offer a comprehensive range of services to meet your diverse financial needs, including:

Financial Planning

• Comprehensive financial plans tailored to your unique goals and circumstances.
• Retirement planning and optimization.
• Investment management.
• Asset allocation and review.

Investment Management

• A customized portfolio built to align with your individual goals and risk tolerance.
• Ongoing monitoring and rebalancing to ensure your portfolio remains aligned with your financial plan.

Retirement Planning

• Comprehensive analysis of your retirement accounts and plans.
• Guidance on maximizing contributions and understanding your options.
• Planning for a smooth and secure transition into retirement.

Wealth Transition Planning

• Comprehensive estate planning and asset protection strategies.
• Guidance on maximizing the transfer of wealth to your loved ones.
• Support and assistance during major life events, such as divorce, death of a spouse, or retirement.