ElderAdo Financial Employee Directory

Financial ServicesColorado, United States2-10 Employees

Elderado Financial, Inc. is a fee-only financial planning and investment management company located in scenic Montrose, Colorado near the towns of Ouray, Ridgway and Telluride. We offer financial advice and investment strategies focused on your needs, circumstances and goals.  

As fee-only financial planners, we do not accept commissions and do not sell investment products. This eliminates conflicts of interest and puts us on the same page with our clients. 

We manage Taxable Investment Accounts, Trust Accounts, IRAs, Roth IRAs and other retirement accounts. We also provide guidance on Company Retirement Plans including 401(k)s and 403(b)s. Our commitment is to help answer questions such as "How long until I can retire?" or "How do we build a solid investment portfolio to achieve our goals?" or "How do I ensure my spouse is provided for should I be gone?"

Our portfolio solutions draw on the experience and insight of the best asset management firms in the country and provide a vast range of financial services engineered to meet your individual needs. 

Elderado Financial focuses on relationships.  Before presenting ideas, we listen and work with you to analyze your specific goals and investment challenges.  After we identify your comprehensive financial needs, we implement our expertise to deliver solutions that help you to realize your goals.

We pride ourselves on an unwavering commitment to integrity, stability, long-term relationships and a high standard of service and performance.

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