GIVING YOU PEACE OF MIND ABOUT YOUR FINANCIAL FUTURE

ElderAdo Financial is a wealth management and financial planning firm located in Montrose, Colorado. As a trusted fiduciary and fee-only financial planning firm, our team of advisors works passionately to help families in our community and surrounding areas manage and preserve their assets. Our financial advisors are able to walk alongside our clients to help them achieve their goals of retirement, travel, security, leaving a legacy, being generous and more.

FIDUCIARY

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

LEARN MORE

FEE-ONLY

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

LEARN MORE

COMPREHENSIVE

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

LEARN MORE

TESTIMONIALS

The entire team is helpful, knowledgeable, and friendly. They go out of their way to ensure you receive exceptional service, making you feel like their top priority.

-BOB C.-

Nathan was very kind and answered all my financial questions and gave me goals that are easy to achieve. He explained everything to me in a professional, yet very easy way to understand and I left feeling very excited for my financial future as a 22 year old! Whether you are 22, or 72, Nathan at ElderAdo Financial is your guy!

-JADE R.-

Super helpful and able to answer all my questions! Everyone in the office was very kind and helpful. I would recommend ElderAdo for all your financial planning needs.

-BRIAN H.-

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. There are no material conflicts of interest between the reviewer and ElderAdo Financial.

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.

Financial Cliff Diving: How Seasoned Advisors Know When to Jump

Janae Peterson2024-11-21T16:28:13-07:00November 21st, 2024|

In the beautiful and thrilling setting of Acapulco, Mexico, cliff divers leap from dizzying heights into the ocean below, creating breathtaking performances of courage ...

Fall 2024 Economic and Market Update Seminar Replay

Janae Peterson2024-11-21T16:24:55-07:00November 21st, 2024|

Tune in to hear a recap of our heavily attended Fall 2024 Seminar. Jim speaks about our building progress, our open house, the importance ...

Is Splitting Your Assets Evenly for Your Beneficiaries the Best Option?

Janae Peterson2024-09-24T10:54:02-07:00September 24th, 2024|

As financial advisors, we understand that estate planning is one of the most personal and significant decisions you will make. Many people assume that ...

Fiduciary Financial Advisors in Montrose, Colorado

Financial Planning and Investment Management

GIVING YOU PEACE OF MIND ABOUT YOUR FINANCIAL FUTURE

FIDUCIARY

FEE-ONLY

COMPREHENSIVE

TESTIMONIALS

The entire team is helpful, knowledgeable, and friendly. They go out of their way to ensure you receive exceptional service, making you feel like their top priority.

-BOB C.-

-JADE R.-

Super helpful and able to answer all my questions! Everyone in the office was very kind and helpful. I would recommend ElderAdo for all your financial planning needs.

-BRIAN H.-

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-

LATEST NEWS

Financial Cliff Diving: How Seasoned Advisors Know When to Jump

Fall 2024 Economic and Market Update Seminar Replay

Is Splitting Your Assets Evenly for Your Beneficiaries the Best Option?

WANT TO LEARN MORE?
SIGN UP FOR OUR MONTHLY NEWSLETTER.

OUR SERVICES

FINANCIAL PLANNING

INVESTMENT MANAGEMENT

RETIREMENT PLANNING

WEALTH TRANSITION PLANNING

LET’S WORK TOGETHER

We offer a complimentary financial review.

Fiduciary Financial Advisors in Montrose, Colorado

Financial Planning and Investment Management

GIVING YOU PEACE OF MIND ABOUT YOUR FINANCIAL FUTURE

FIDUCIARY

FEE-ONLY

COMPREHENSIVE

TESTIMONIALS

The entire team is helpful, knowledgeable, and friendly. They go out of their way to ensure you receive exceptional service, making you feel like their top priority.

-BOB C.-

-JADE R.-

Super helpful and able to answer all my questions! Everyone in the office was very kind and helpful. I would recommend ElderAdo for all your financial planning needs.

-BRIAN H.-

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-

LATEST NEWS

Financial Cliff Diving: How Seasoned Advisors Know When to Jump

Fall 2024 Economic and Market Update Seminar Replay

Is Splitting Your Assets Evenly for Your Beneficiaries the Best Option?

WANT TO LEARN MORE? SIGN UP FOR OUR MONTHLY NEWSLETTER.

OUR SERVICES

FINANCIAL PLANNING

INVESTMENT MANAGEMENT

RETIREMENT PLANNING

WEALTH TRANSITION PLANNING

LET’S WORK TOGETHER

We offer a complimentary financial review.

WANT TO LEARN MORE?
SIGN UP FOR OUR MONTHLY NEWSLETTER.