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.
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.
Bitcoin Basics Seminar Replay
What is Bitcoin? What is the blockchain? How can it be used? What risks does it pose? What should you know about ...
What to do when a medical emergency disrupts your life
What are the most important things you really want when it comes to money? To feel secure. Have peace about your financial future. Generate ...
Fiduciary: Funny Word, but Vitally Important Criteria
Thankfully, many professionals including doctors and lawyers are held to certain standards within their industries that require them to put the interest of their ...
OUR SERVICES
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.