(970) 249-9900|Independent Financial Advisor, Montrose, CO
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ElderAdo Financial | Montrose, CO Financial Advisors2023-09-03T06:48:10-06:00

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.

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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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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.

Celebrating 25 Years

June 23rd, 2023|

We have been in business as fiduciary advisors for 25 Years! In 1998, Jim and Janet Elder founded a registered investment advisor firm that ...

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OUR SERVICES

FINANCIAL PLANNING

Get a comprehensive plan created by our Certified Financial Planner ® that’s unique to your specific circumstances and goals. A goal without a plan is just a wish after all.

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INVESTMENT MANAGEMENT

Our team of experts selects investments designed to help you reach your goals and continue to manage accounts as economic or market conditions change.

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RETIREMENT PLANNING

Will you have enough to retire? When should you draw from social security? Get peace of mind when it comes to retirement. After all, you only retire once.

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WEALTH TRANSITION PLANNING

Do you have a plan established so that your loved ones are taken care of when you are no longer able to? We help facilitate discussions on this and help you set plans in place to help a tough time be a little easier for those you leave behind.

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LET’S WORK TOGETHER

We offer a complimentary financial review.

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