Connect with Top-Rated Financial Planners in Montrose!

High Country Capital Management is a fee-only independent registered investment advisor with offices in Vail, Montrose and Grand Junction, Colorado. The firm provides tailored wealth management solutions to individuals, families, and institutions, with a focus on unbiased, professional investment planning and advice. Services include investment management, retirement income planning, financial planning, and socially responsible investing. The firm's approach is guided by a disciplined, systematic investment approach that includes quarterly investment review meetings. With a team of experienced financial professionals, High Country Capital Management aims to help clients achieve their financial and investment goals, while operating with ethics and integrity.

E lderAdo Financial is a wealth management and financial planning firm located in Montrose, Colorado. As a trusted fiduciary and fee-only financial planning firm, our team of advisors works passionately to help families in our community and surrounding areas manage and preserve their assets. Our financial advisors are able to walk alongside our clients to help them achieve their goals of retirement, travel, security, leaving a legacy, being generous and more.