GIVING YOU PEACE OF MIND ABOUT YOUR FINANCIAL FUTURE
ElderAdo Financial, Inc. is a wealth management and financial planning firm located in Montrose, Colorado. As a trusted fiduciary and fee-only financial planning firm, we work passionately to help families in our community and surrounding areas manage and preserve their assets. By encouraging families to communicate their values, our financial advisors are able to walk alongside them to achieve their goals and to make an impact.
After my husband passed away ElderAdo helped me with numerous financial decisions and helped get my finances organized. They are compassionate and very patient when educating me about money matters. I appreciate that they didn’t try to sell me products with their fee-only approach.
Very community oriented and have the clients best interest in mind when helping with their financial planning.
Jim is very thorough and patient explaining finances, including how the market operates.
Disclosures: These testimonials are written by clients who have worked with ElderAdo. ElderAdo has not provided any direct or indirect compensation for these testimonials.
Catch up on the latest information from our Financial Advisors. We provide comprehensive financial solutions for entrepreneurs, investors, professionals and retirees. Our financial advisors have a unique understanding of our clients’ challenges and opportunities.
How the Updated Retirement Laws May Affect You
The Setting Every Community Up for Retirement Enhancement Act of 2019, popularly known as the SECURE Act, was signed into law in late 2019. ...
2022 Year in Review
2022 was a difficult year for many. We saw war in Europe, spiking energy prices, high inflation, a volatile stock market, a tense mid-term ...