YOUR LIFE VISION, OUR FINANCIAL FOCUS

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.

FIDUCIARY

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

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FEE-ONLY

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.

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COMPREHENSIVE

It’s more than just investing successfully. We understand the big picture.

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WHO WE SERVE

We provide comprehensive financial solutions for entrepreneurs, investors, professionals and retirees.
Our financial advisors have a unique understanding of our clients’ challenges and opportunities.

INDIVIDUALS & FAMILIES

Investors

BUSINESSES

Entrepreneurs

PROFESSIONALS

Physicians

RETIREES

Pre & Post

QUESTIONS ABOUT OUR FINANCIAL PLANNING SERVICES? REACH OUT TO US.

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OUR SERVICES

WEALTH MANAGEMENT

We provide wealth management and financial planning services for individuals, families and businesses including asset management, retirement accumulation and estate planning on a fee-only basis.

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HOLISTIC PLANNING

Holistic planning encompasses exploring and defining a purpose for your life, one that fulfills the goals you have for today and your future, then developing a strategic plan to fulfill your objectives.

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INVESTMENT MANAGEMENT

Our changing economy has significantly affected our investment strategy and the ability to prepare for and preserve for a secure retirement.

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RETIREMENT PLANNING

The face of retirement is rapidly changing. Planning and saving for retirement is a major financial issue for most of us.

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SOCIAL SECURITY PLANNING

Many are skeptical as to whether younger workers will ever receive Social Security income.

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LET’S WORK TOGETHER

ElderAdo Financial in Montrose, CO offers a complimentary ‘get acquainted’ meeting.

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