Empower financial advisors in Denver, CO

Wealth management & financial planning tailored to your needs.

Schedule your no-cost consultation today

Introduction to our Denver financial advisory services

Investing, financial planning, and wealth management can be complex and time-consuming. A well-structured plan is a good start toward reaching your financial goals. Working with Empower’s financial advisors can provide guidance in building a portfolio for your financial future.

Experienced Empower wealth advisors use advanced technology and financial tools to create personalized portfolios aligned with your financial objectives.

Our core services

Empower offers a range of services designed to help you achieve your financial objectives.*

Core Empower services include:

Wealth management

Our Empower financial advisors recognize that wealth management extends beyond sound investments. It involves building a diversified portfolio that supports your short- and long-term goals while aligning with your values.

Our experienced wealth managers work with you to understand your financial goals, risk tolerance, and preferences. This personalized approach allows them to create an investment plan tailored to your needs.

Financial planning

Whether you're building your career, preparing for retirement, or somewhere in between, financial planning is essential. It’s more than setting up an emergency fund or investing—it’s about creating a financial roadmap to assess your status and developing a plan to reach your goals.

Empower's financial planners evaluate your investment options and help prepare for the unexpected. Using strategies like cash flow management tax planning, and investment solutions, we help mitigate risks and grow your wealth.

Investment advisory

While investing is a great way to build wealth, it comes with risks. Our financial advisors offer tailored investment advice and valuable market insights based on years of experience.

Retirement planning

Delaying retirement due to a lack of financial planning can be stressful. With Empower, you can create a strategic retirement plan that aligns with your goals for financial security in your later years.

Estate planning

Estate planning helps ensure your wealth is preserved and distributed according to your wishes. Empower’s wealth management services help you monitor and review your estate plan as needed.

Why choose us?

Empower has provided financial services for over 100 years¹, helping individuals and businesses plan for their financial future. Since relocating our headquarters to Denver in 1979, we've built a deep understanding of the region's financial landscape and investment opportunities.

Our personalized approach helps set us apart. We tailor our services to your unique financial goals and values, ensuring a customized strategy that works for you.

With more than 18 million customers², Empower has the expertise, tools, and commitment to support your financial journey, regardless of your investment experience.

Our process: personalized financial planning

Financial planning isn’t one-size-fits-all. Our tailored approach considers your goals, risk tolerance, and financial situation, with frequent reviews to keep your plan optimized.

1. Initial meeting

We begin by assessing your current financial status and future goals. Your dedicated financial advisor in Denver will discuss key factors like your risk tolerance and investment interests.

2. Customized investment planning

Your advisor designs a strategic investment plan based on your needs. Whether planning for retirement or legacy building, we help you identify the growth needed to meet your objectives. Our services include estate planning, wealth management, and investment advisory to support your goals.

3. Frequent reviews

Your financial plan should evolve with your life. Our advisors conduct regular reviews to assess progress and make necessary adjustments, ensuring your investments remain aligned with your goals.

Local expertise in Denver, CO

Denver is known for its scenic views, but also as a thriving financial hub.

Whether you're building an investment portfolio, planning for retirement, or establishing generational wealth, our experienced financial advisors can help you develop strategies to pursue your financial goals.

Here are some of our advisors based in Denver:

Jason Shimkos

Matt Erb

Ross Mclean

Anthony Ferrara

Richard Bach

Nik Franklin

Angelo Giron

Michael Siedschlag

Leo Lauterbach

TJ Sull

FAQs: Financial advisors and wealth management

At what age should I start planning for retirement?

You can start planning at any age. The earlier you begin, the more investment options you have.

Can I consolidate my retirement plans?

Yes. Empower can help you consolidate your retirement plans to maintain alignment with your financial goals.

When do I need investment advisory services?

Investment advisory services are ideal when evaluating investment options, working toward specific financial goals, or planning to invest a significant amount.

What does a wealth manager do?

Wealth managers assist high-net-worth investors with portfolio management, tax strategies, estate planning, and financial assessments.

Plan your financial future with Empower

Are you ready to optimize your investments, plan for the future, and manage your wealth? Schedule a consultation with one of our experienced financial advisors in Denver. We’ll assess your financial position and help you achieve your long-term goals.

Ready to plan your financial future?

* Denver-based advisor services are available to clients with a minimum of $250,000 in Personal Strategy assets.

All images and screenshots provided are for illustrative purposes only.

1 Empower History Page

2 As of June 30, 2024. Information refers to all retirement business of Empower Annuity Insurance Company of America (EAICA) and its subsidiaries, including Empower Retirement, LLC; Empower Life & Annuity Insurance Company of New York (ELAINY); and Empower Annuity Insurance Company (EAIC), marketed under the Empower brand.