Jim Elder Email & Phone Number

Jim Elder is a Trusted Fiduciary and a fee-only investment advisor. Elderado Financial, Inc. is a Wealth Management company which helps clients manage all aspects of their personal investments and finances for clients in the Montrose Colorado area. We serve as your liaison to all issues relating to your financial well being. We are here to help simplify your financial picture, and save you time and money in dealing with your investments. We work strictly on a fee-only basis, where we make specific investment recommendations based solely on your needs, circumstances and goals. We don't get paid commissions based on transactions. Nor do we accept any kickbacks from other professionals that we may refer clients to. This eliminates any conflicts of interest, and puts us on the same side of the table with our clients. Too many investors allow commission sales reps to manage their investment affairs. We are a fee-only fiduciary financial planning and investment advisor firm located in scenic Montrose, Colorado, on the western slope near the towns of Ouray, Ridgway, Telluride www.christianfinancialadvisor.net Capital management and financial planning you can trust, smart investors prefer a Montrose investment advisor to assist them with their finances. We pride ourselves on an unwavering commitment to integrity, stability, long-term relationships, and the highest standards of service and performance in all four seasons; investment advisors who are fiduciaries and put your best interest first. Our clients are a select group of individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves.Specialties: Wealth management for retirees and pre-retirees, widows, business owners, physicians, trusts, and families. We also offer business and tax planning, creating efficiencies in your business and personal life to reduce stress, grow your wealth, and symplify your life.

Listed skills include Strategic Financial Planning, Wealth Management, Investments, Small Business, and 25 others.

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  Colorado State University