Find a Financial Advisor in Highlands Ranch

Highlands Ranch, CO

1745 Shea Center Dr. Suite 350 Highlands Ranch, CO 80129
Phone: (720) 253-1174
Fax: (303) 474-3993
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Simplified Financial Advice

Our team is on a mission to make the complex simple, so you can live your life without losing sleep over your financial situation. That means transparency, trust and true value in everything we do.

We understand that financial goals and life goals are intertwined – and that everyone’s situation is completely unique. We’re committed to actively listening to your questions, concerns and goals to help you establish and pursue your priorities.

We proudly serve business owners, individuals and their families in the Highlands Ranch, Front Range and Denver metro areas by specializing in extensive and comprehensive financial planning services – including wealth management, estate planning, legacy and multigenerational wealth planning, tax planning, investments management, retirement planning, college planning, risk management and insurance.

OUR MISSION IS TO INSPIRE OUR CLIENTS TO PURSUE TRUE WEALTH THROUGH EDUCATION, COMMUNICATION AND SERVICE THAT EXCEEDS YOUR EXPECTATIONS.

Portfolio Management 

Wealth Management

Business Retirement Planning

Resources

8 Blunders to Avoid in Retirement

 

For many retirees, this momentous event creates apprehension and fear. But, it doesn’t have to be that way. With the proper planning strategy, you can move toward your future with certainty and excitement.

Download Guide

3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.   Download Guide

Download Guide

4 Mistakes People Make With Their First Million

 

Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.

Download Guide

HOW FAR ARE YOU From Being Ready for Retirement?

Find Out Now

Our Advisors

Benjamin Bender

CFP®
Partner & Wealth Advisor

Mia Kitner

Wealth Advisor

Milo Park

Wealth Advisor
Meet Our Whole Team

Primary Services Areas:

We are proud to serve investors in the Highlands Ranch area, including Denver, Centennial, Greenwood Village, Littleton, Lone Tree, Aurora, Morrison, Lakewood, Colorado Springs, Evergreen, Cherry Creek, Castle Rock, and beyond.

Disclosures:
Mia Kitner offers advisory services only and is not affiliated or registered with Cetera Advisor Networks LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Milo Park is a non-producing Registered Representative of Cetera Advisor Networks, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.