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Advisors who fit.

Work and career: Engineers
What's happening for you: Early retirement as an engineer
Where: Colorado

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Daniel Yerger
President of MY Wealth Planners
Fits: Engineers (picked by them)
My Wealth Planners · $99M AUM · Longmont, CO
Firm charges: % of assets, flat fee
CFP®Verified
View page Check on SEC IAPD ↗
Herbert Kyles
SVP, Wealth Advisor at Farther
Fits: Engineers (picked by them)
Farther · $16.01B AUM · Denver, CO
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗
Justin Apt
Founder and President at Owl Creek Wealth Partners
Fits: Engineers (picked by them)
Owl Creek Wealth Partners · $602.3M AUM · Greenwood Village, CO
Firm charges: % of assets, flat fee
Verified
View page Check on SEC IAPD ↗

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Other advisors who fit

They haven't claimed their Advicer.bio page yet, so introductions can't reach them here.

Alicia Duong
Financial advisor at Wealth Engineers, LLC
Fits: Engineers (mentioned on their page)
Wealth Engineers, LLC · $117.6M AUM · Denver, CO
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗
Jonathan Duong
Financial advisor at Wealth Engineers, LLC
Fits: Engineers (mentioned on their page)
Wealth Engineers, LLC · $117.6M AUM · Denver, CO
Firm charges: % of assets, flat fee, hourly
CFP®Verified
View page Check on SEC IAPD ↗

How this works

This isn't a recommendation of any advisor. Advisors are sorted by how many of your answers their Advicer.bio page fits (niches they picked come first, then credentials, then mentions), then where they are and how their firm is paid. Advisors who said they help with what's happening for you right now come first.
No one pays to be on this list, or to rank higher. Introductions are free for you and for advisors.
Check before you hire. Every advisor has a link to their SEC record. Firm details come from SEC filings (Form ADV).
Your answers aren't saved with your name. We count them anonymously to see what people look for. If you ask for introductions, we keep your name and email for 90 days, only to send them. See the privacy policy.