Your Life Vision

Our Financial Focus 

Elderado Financial, Inc. is a Wealth Management company helping clients manage all aspects of their personal investments and finances. We serve as your liaison to all issues relating to your financial well being. We are here to help simplify your financial picture, and save you time and money in dealing with your financial affairs.

We cater to those investors who don't want the responsibility of managing their own investment portfolios. And because each of our clients has different risk tolerances and expectations, we customize each portfolio to match individual needs and circumstances. We manage investment portfolios for Individuals and Businesses. We manage Taxable Investment Accounts, Retirement Accounts and Company Retirement Plans.

We work strictly on a fee-only basis, where we make specific investment recommendations based solely on your needs, circumstances and goals.  We don't get paid commissions based on transactions. Nor do we accept any kickbacks from other professionals that we may refer clients to. This eliminates any conflicts of interest, and puts us on the same side of the table with our clients. Too many investors allow commission sales reps to manage their investment affairs. This can be hazardous to your financial well being. And we aim to eliminate that disadvantage for all our clients!

We offer concise portfolio solutions, drawing on the experience and insight of the best asset management firms in the country, and provide an exclusive range of financial services engineered to meet your individual needs. ElderAdo Financial focuses on relationships—not products.  Before presenting ideas, we listen—working with you to analyze your specific goals and investment challenges.  Only after we identify your comprehensive financial needs do we implement our expertise, delivering succinct strategies that allow you to realize your goals.     

We pride ourselves on an unwavering commitment to integrity, stability, long-term relationships, and the highest standards of service and performance. 

ElderAdo Financial is a fee-only fiduciary financial planning and investment advisory firm located in scenic Montrose, Colorado, on the western slope near the towns of Ouray, Ridgway, and Telluride. Smart investors prefer a Montrose financial advisor to assist them with their finances.

Our clients are a select group of individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves.

We work with our clients and strive to:

1. Simplify finances: We work with the goal to make your finances easier to understand and manage.
2. Increase after tax cash flows. Let your money work smarter so you don't have to work forever.
3. Reduce your income taxes through wise tax management.
4. Invest smarter with less risk. We guide you through the maze of over 30,000 investment choices and strategies with the best information sources available at any price.
5. Protect clients and their families from life's most costly risks.
6. Plan for a secure, active, happy retirement.
7. Plan taxes and estates so the client's money follows their hearts to heirs and not to the charity of default, the US treasury.

We work with clients in person, by telephone, e-mail, and fax around the world. ElderAdo Financial is large enough to handle complex situations yet small enough to devote personal attention to each client.  

Even though we are a financial planning firm located in Montrose Colorado, we serve clients across the country and may even be able to help investors outside the States. In some cases, legal restrictions may apply. But even from afar, we may be able to provide services far beyond the capabilities of local planners. Email us or call us toll-free at 877-422-4770  for further details. Remember, we're as close as your phone or keyboard.

We Offer Personalized Private Account Management Starting At $100,000

If you would like more information about working with a fee only Financial Planner, please click here or read through our www.ElderAdoFinancial.com website further to learn more about us and how we operate.

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1100 S. Townsend Ave.,  Montrose, Colorado 81401      Phone: 970-249-9900    Toll Free: 877-422-4770    

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