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 for clients in the Montrose Colorado area. 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 investments.

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 are a wealth and investment advisor which manages investment portfolios for taxable investment accounts, retirement accounts and company retirement plans for Individuals and Businesses.

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. An ElderAdo Financial Planner 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 advisor firm located in scenic Montrose, Colorado, on the western slope near the towns of Ouray, Ridgway, Telluride and resorts such as Hide-Out Lake and Cornerstone, Colorado and the high country. Capital management and financial planning you can trust, smart investors prefer a Montrose investment advisor to assist them with their finances.

Many Montrose investors misspell Elderado Financial (Elder Ado Financial) as Eldorado Financial. Eldorado is a Spanish word meaning a place of fabulous wealth, However Elderado is named after the owner of the company, Jim Elder.

We pride ourselves on an unwavering commitment to integrity, stability, long-term relationships, and the highest standards of service and performance in all four seasons; investment advisors who are fiduciaries and put your best interest first. 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:

We work with clients in person, by telephone, e-mail, web conferencing 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 in Montrose Colorado, we serve clients across the country and may even be able to help investors outside the Colorado west. Investments and financial planning services may be provided from afar, we may be able to provide services far beyond the capabilities of local planners. In some cases, legal restrictions may apply.  Please feel free to 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.

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

Financial Services and Investment Advice for Montrose, Ouray, Ridgway and Telluride Colorado

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