Elderado Financial, Inc is a local investment advisory firm based out of Montrose, CO, serving clients with their financial needs. With one office location, Elderado Financial, Inc is deeply rooted in the community, offering personalized investment advisory services to individuals and employer 401Ks alike. The firm boasts a team of five dedicated professionals who collectively manage assets worth approximately $28,410,000 per investment advisor. Elderado Financial, Inc's compensation structure is designed to cater to the diverse needs of their clients. They offer various types of fees, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their services. The firm's expertise lies in managing employer 401Ks and individual investments, accounting for nearly half of their assets under management. Their extensive experience in this area demonstrates their ability to navigate the complexities of retirement planning and investment strategies effectively. Elderado Financial, Inc holds the trust of over 330 individual clients, who have collectively entrusted them with a substantial $142,043,000 in assets under management. The firm prides itself on its discretionary management approach, ensuring that all decisions made on behalf of clients' investments align with their best interests. Elderado Financial, Inc is led by a team of seasoned professionals, including Adam Miller, Jim Elder, and Janet Elder, who have been with the firm for an extended period. Their expertise and long-standing commitment to their clients contribute to the firm's reputation as a trusted and reliable financial partner. With their local presence, experienced team, and track record of success, Elderado Financial, Inc is dedicated to helping clients achieve their financial goals and secure a prosperous future.

Cimarron Wealth Management, Inc. is a prominent local investment advisory firm headquartered in Montrose, CO, with an additional office location. With 11 dedicated employees, they specialize in providing comprehensive wealth management services to a diverse client base. Five of their highly experienced professionals focus on delivering top-notch investment advisory services, drawing on their extensive knowledge and expertise. Cimarron Wealth Management, Inc. boasts an impressive track record, managing a substantial amount of assets under their care. With an average of $41,950,000 in assets under management per investment advisor, they demonstrate their commitment to achieving excellent results for their clients. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. The firm has amassed over 400 individual clients, entrusting them with a remarkable $186,509,000 in assets under management. Notably, nearly half of their assets under management come from employer 401Ks or individuals, indicating their strong expertise and experience in this area. An impressive 93% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Cimarron Wealth Management, Inc. takes pride in their team of seasoned professionals, including some of the firm's longest-tenured advisors such as Kevin Sanderford, Michael Murphy, and Betty Tomlinson. Their dedication to providing personalized financial guidance and superior customer service sets them apart in the industry. As a respected local firm, Cimarron Wealth Management, Inc. continues to solidify its position as a trusted advisor and partner in helping clients achieve their financial goals and secure their future.