Looking for an independent financial advisor in Colorado Springs, CO who prioritizes your needs and truly listens?? You’ve come to the right place. {An independent financial advisor is a professional who provides personalized financial strategies and investment insight free from ties to any specific bank, brokerage, or insurance company, ensuring recommendations are tailored just for you, not a sales commission.
At Correct Capital, we believe your financial future should never rely on cookie-cutter strategies or high-pressure sales pitches. As fiduciary advisors in Colorado Springs, CO, we’re legally and ethically bound to act in your best interest. Whether you’re thinking about your future, self-employed, or just want to feel more confident about your financial life, we’re here to help you move forward with confidence.
What You’ll Learn on This Page:
- How independent financial advisors in Colorado Springs, CO differ from others and how they’re different from other types of financial “advisors”
- The benefits of getting truly objective, client-first recommendations
- How Correct Capital supports your financial goals, including retirement planning, custom portfolio development, and smart tax strategies
- Situations where an advisor can make the biggest difference—and how to tell if now is the right time
- Why starting the process is simpler than you think with a trusted Colorado Springs, CO advisor
- What makes Correct Capital a go-to for financial guidance in Colorado Springs, CO
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Correct Capital Wealth Management's office is physically located in St. Louis, MO, but we serve clients throughout the United States in both personal financial planning and corporate retirement plans.
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What Is an Independent Financial Advisor?
An independent financial advisor is a professional who delivers financial advice and investment insight without being tied to a specific corporate entity or broker. That means their recommendations are based on your unique goals, not on what benefits a third party.
Here’s what sets independent advisors apart:
- No sales pitches—just strategic planning.
- We focus on your needs with objective, one-on-one advice.
- Many operate as Registered Investment Advisors (RIAs), meaning they’re held to a legal obligation to prioritize your interests.
- Our flexibility gives you more choices and better solutions.
In short? We’re on your team—not on a sales commission.
Is It Better to Use an Independent Financial Advisor in Colorado Springs, CO?
Oftentimes, yes—especially if you want advice that’s tailored to you, not to someone else’s sales goals.
Colorado Springs, CO Independent advisors aren’t tied to specific products or companies, which means we have the freedom to recommend what actually fits your life. Unlike broker-dealer advisors who may be incentivized to sell certain mutual funds or insurance packages, we don’t have quotas—we have client goals.
Why It Matters:
- Unbiased recommendations: Just honest advice focused on your future.
- Wider range of options: From retirement accounts to investment portfolios, we’re not limited by a product shelf.
- Stronger relationships: We get to know you, not just your numbers.
- Fiduciary duty: It’s our job to prioritize your needs above all else.
If you’ve ever wondered whether your current Colorado Springs, CO financial advisor is working for you or for a bigger institution, it might be time to make the switch.
What Does an Independent Financial Advisor Do?
Think of us as your financial GPS. You tell us where you want to go—travel more, reduce taxes, enjoy retirement—and we help design the clearest and most effective plan to get there.
Here’s what we do for our Colorado Springs, CO clients (and how we do it):
Personalized Financial Planning
We don’t do cookie-cutter plans. We take the time to get to know your complete situation—everything from income to risk tolerance—and create a plan that works for you.
Retirement & Income Planning
Whether retirement is twenty years away or just around the corner, we help you put together a plan that brings clarity, stability, and peace of mind.
Investment Strategy & Portfolio Management
We’ll design and manage a diversified portfolio based on your risk tolerance, time horizon, and goals. It’s all about thoughtful, disciplined strategy—not trends or hype.
Tax-Efficient Planning
Taxes can quietly shrink your returns if you’re not careful. We help you structure your investments and withdrawals to maximize your after-tax income.
Ongoing Support & Proactive Guidance
Things shift—and your plan should keep up. We stay in touch, adapt your strategy as needed, and never leave you guessing when you need guidance.
Why Work With Correct Capital in Colorado Springs, CO?
You’ve got options when it comes to financial advisors—but not all of them are fiduciaries or truly independent.
At Correct Capital, we don’t just build portfolios—we help build confidence.
Here’s what sets us apart:
- Independent & Fiduciary: We're not tied to any products or institutions, and we always act in your best interest.
- Fee-Based & Transparent: No hidden costs, no surprises. Just honest advice and clear communication.
- Credentials You Can Trust: Our advisory team includes a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and a CFPA®.
- Real Relationships: We’re in it for the long haul—not just a quarterly check-in.
Whether you're approaching retirement, running a business, or planning for the next big milestone, we’re here to help you navigate with clarity and confidence.
We’d love to help—book a no-cost consultation today and let’s get started.
When Is It Worth Hiring an Independent Financial Advisor in Colorado Springs, CO?
The fact that you’re asking usually means it’s worth a conversation.
Hiring an independent financial advisor is worth it when:
- You’re approaching retirement and want peace of mind about your finances.
- You’ve come into money and want to make smart moves with it.
- Things like rental income, tax planning, or estate issues are making DIY harder than it used to be.
- You’re not in crisis, but you know there’s room for improvement.
- You’d rather not go it alone when it comes to something this important.
Some people wait until they hit a financial crisis. Others get ahead of it. The earlier you start, the more freedom and flexibility you usually have.
Not sure if now is the right time? Let’s have a quick chat and figure it out together.
How to Get Started With an Independent Advisor
Working with an advisor isn’t intimidating when the process is this simple.
Here’s what it looks like when you work with Correct Capital:
- Schedule a Free Intro Call
No pressure, no commitment. Just a friendly conversation where we get to know each other and see if we’re a good fit. - Bring the Basics
We’ll talk through your current financial picture and any upcoming milestones. If something’s missing, that’s totally fine—we’re here to help you fill in the blanks. - We Build Your Personalized Plan
We design a strategy tailored to your life and your goals. - Ongoing Support (Not a One-and-Done)
Your plan evolves with you—we’re here to adapt it as life changes.
Talk to an Independent Financial Advisor in Colorado Springs, CO Today
You’ve earned what you have. We’re here to help make the most of it.
At Correct Capital, we help people across Colorado Springs, CO feel more confident about their financial path—with custom strategies, honest conversations, and support you can count on. No matter your starting point, we’ll help you move forward with confidence.
Call us at 877-930-4015 or contact us online to schedule your free consultation with an independent financial advisor in Colorado Springs, CO who puts you first.
Let’s build your plan, your way.
