ElderAdo Financial, Inc. is a wealth management and financial planning firm. As a trusted fiduciary and fee-only financial planning firm, we work passionately to help families manage and preserve their assets. By encouraging families to communicate their values, we are able to walk along side them to achieve their goals and to make an impact.
Listening - The Foundation of Financial Planning
ElderAdo Financial’s financial planners focus on relationships—not products. Before presenting ideas, we listen and work with you to analyze your specific goals and investment challenges. Only after we identify your comprehensive financial needs do we implement our expertise to deliver strategies that help you achieve your goals. Our portfolio solutions draw on the experience and insight of highly rated asset management firms throughout the country so that you are provided with the appropriate financial services to meet your individual needs.
For those investors who don't want the responsibility of managing their own investment portfolios, we provide professional investment management with a personal touch and open communication so you always know how your portfolio is doing. We provide guidance and management for taxable investment accounts, retirement accounts, as well as specialized planning for business owners and a families seeking to make an impact through charitable giving.
The Fee-Only Difference
We work strictly on a fee-only basis, where we make investment recommendations focused on your needs, circumstances and goals. We are not paid commissions for selling an investment, nor do we accept kickbacks from other professionals that we may refer clients to. This puts us on the same side of the table with our clients. As a fee-only financial planner, we are a trusted "fiduciary" to our clients and ensure that our fees are clearly disclosed and that our clients are never charged commissions.
Dedicated to helping
1. Simplify your finances: We work to make your finances and investments easier to understand and manage.
2. Increase after tax cash flows. Let your money work smarter so that you have the freedom to focus on important decisions.
3. Reduce your income taxes through wise tax management.
4. Invest smarter with less risk.
5. Protect you and your family from life's most costly risks.
6. Plan for a secure, active and happy retirement.
7. Plan taxes and implement estate planning so your money follows your heart to your heirs and not to the government.
Our financial planning advisors located in Montrose Colorado work with clients in person, by phone, e-mail, and web conferencing around the world. ElderAdo Financial is large enough to handle complex situations yet small enough to devote personal attention to each client. Please feel free to email us or call toll-free at 877-422-4770 with your questions or to set up a complementary review of your finances. For a select few client locations, regulatory restrictions may limit our advisory services.
ElderAdo Financial is a fee-only fiduciary financial planning and investment advisor firm located on the Western Slope of Colorado in scenic Montrose, Colorado, near the towns of Delta, Ouray, Ridgway, Telluride and many resort areas such as the Black Canyon of the Gunnison, Colorado National Monument near Grand Junction, and Ouray Hot Springs in Colorado. We pride ourselves in our unwavering commitment to integrity, stability, long-term relationships and high standards of service and performance.
International and Montrose investors may misspell ElderAdo Financial (Elder Ado Financial) as Eldorado Financial. Eldorado is a Spanish word meaning a place of fabulous wealth. For our firm, however, the spelling includes the name of its founder, Jim Elder: ElderAdo Financial.
Personalized account management starting at $100,000 in invested assets
If you would like more information about working with a fee-only financial planner, please Contact Us to start the conversation.