Local Resources
Financial Planners & Wealth Advisors
Real estate decisions often have long-term financial implications that extend well beyond the transaction itself.
Whether you're purchasing your first investment property, preparing for retirement, navigating a divorce, inheriting real estate, selling a business, or planning for future generations, a financial planner or wealth advisor can help you evaluate how those decisions fit into your broader financial goals.
This page is designed to help you understand when a financial planner may be helpful, questions you may want to ask, and provide local financial planning resources serving our communities.
01
What They Do
Financial planners and wealth advisors may assist with retirement planning, investment planning, cash flow planning, education planning, estate planning coordination, insurance planning, risk management, business succession planning, charitable giving strategies, tax-efficient investment strategies, real estate investment planning, and long-term wealth planning.
02
When You Might Need One
- Purchasing investment property
- Planning for retirement
- Downsizing
- Selling a business
- Divorce
- Estate planning
- Receiving an inheritance
- Building long-term wealth
- Developing an investment strategy
- Planning for major life transitions
03
Why Their Role Matters
Thoughtful financial planning helps ensure your real estate decisions support your long-term goals — not just your immediate needs. A financial planner can help evaluate how a purchase or sale may affect your overall financial picture, retirement goals, investment strategy, estate plans, liquidity, and risk tolerance. Real estate is often one piece of a much larger financial plan.
04
Questions to Ask Before You Hire
- Are you a fiduciary?
- How are you compensated?
- What credentials do you hold?
- Do you regularly work with real estate investors?
- Do you coordinate with CPAs and attorneys?
- Do you provide comprehensive financial planning or investment management only?
- What types of clients do you typically serve?
- How often will we review my financial plan?
05
Local Resources Serving This Area
Choosing the right professional is an important decision.Take time to compare experience, communication style, availability, services, and pricing.We're happy to help you think through which types of expertise may be appropriate for your situation.
Craig, Colorado
Altitude Financial Services (LPL Financial)
463 Ranney Street, Craig, CO
Financial planning and investment services in Craig.
Edward Jones – Kevin Peck & Nick Clossman
555 Breeze Street, Suite 160, Craig, CO
Retirement and investment planning for individuals and families.
Edward Jones – Bryan J. Ludgate
12 West Victory Way, Craig, CO
Retirement and investment planning for individuals and families.
Meeker, Colorado
Franklin Financial (Raymond James)
Serving Meeker and surrounding communities
Wealth management and financial planning services.
AuerCPA (Business & Financial Planning)
731 Main Street, Meeker, CO
Business and financial planning alongside accounting services.
Hayden, Colorado
Hayden does not currently have dedicated resident wealth management offices. Many residents work with financial planners located in nearby Craig or Steamboat Springs.
Steamboat Springs, Colorado
Edward Jones – David W. Lamb, CFP®
1600 Pine Grove Road, Suite 108, Steamboat Springs, CO
Certified Financial Planner™ serving the Yampa Valley.
Wells Fargo Advisors – Laura Cusenbary
320 Lincoln Avenue, First Floor, Steamboat Springs, CO
Investment and wealth management services.
Edward Jones – Jessica Koppe, CFP®
601 Lincoln Avenue, Suite C5, Steamboat Springs, CO
Certified Financial Planner™ serving Routt County.
Vernal, Utah
Edward Jones – Justin Harris
199 West Main Street, Vernal, UT
Retirement and investment planning in the Uintah Basin.
Andina Advisors – Casey Monsen
617 North Vernal Avenue, Vernal, UT
Financial planning and wealth advisory services.
06
Related Content
Background reading and tools to help you prepare for the conversation.
Western Edge Property Group provides these resources as a convenience to help you begin your research. Inclusion in this directory does not constitute an endorsement or recommendation. We encourage you to compare credentials, services, communication style, experience, compensation structure, and areas of specialization to determine which professional best fits your goals.
Questions About the Financial Side of Your Real Estate Decisions?
Real estate is often one piece of a much larger financial picture. I'd be happy to help you understand how your real estate goals fit into your overall plans and connect you with local financial planning resources as you evaluate your options.
Schedule a Consultation