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.
TESTIMONIALS
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.
-LINDA-
Very community oriented and have the clients best interest in mind when helping with their financial planning.
-SHERRY-
Jim is very thorough and patient explaining finances, including how the market operates.
-KAREN-
Disclosures: These testimonials are written by clients who have worked with ElderAdo. ElderAdo has not provided any direct or indirect compensation for these testimonials.
LATEST NEWS
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.
Long Term Care and Your Options
Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with ...
How to Protect Yourself Online
Cybersecurity is “the practice of protecting critical systems and sensitive information from digital attacks.” You may not be in the business of defending critical infrastructure from ...
Fall 2022 Economic and Market Update
What's the status of the TD Ameritrade/Charles Schwab merger? What do the new IRS Agents mean for you? What's happening in the global economy and how does that impact your ...