Colorado Financial Advisors

Colorado Financial Advisors Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794 Investment Advisory services offered through O.N.

We have been active in the financial services since December of 1990 and founded Colorado Financial Advisors based on a vision to create an independent investment firm that, as a trusted member of the community. Examples of recent planning services provided to client families:

• Created a retirement plan for empty nest parents with ten years until retirement
• Retirement planning for a client who

sold their family business
• Advised retiring clients on best ways to apply for and draw Social Security
• Performed benefits review for a client who recently changed jobs
• Helped new physician and a dentist select disability insurance plan
• Created a step by step plan for a client to plan for their children to attend college
• Helped young professionals establish retirement plans and set three year financial goals and budget
• Reviewed and advised client on their Long term care options
• Designed an extended care plan for a widow who did not want to be a burden on her children
• Provided an insurance analysis to newlyweds allowing them to properly protect their lifestyle and help them with their mortgage options
• Discussed and educated a client on a business buy / sell agreement
• Solved a new client’s retirement income cash flow crisis by reallocating assets

Securities offered through The O.N. Investment Management Company.

Budgeting is a tool for keeping your spending in check while helping your expenses align with your income. ✅ Yet not eve...
04/30/2026

Budgeting is a tool for keeping your spending in check while helping your expenses align with your income.

✅ Yet not everyone sticks to a household budget.

🤔 Why is this? Perhaps it’s a gap in financial education during our school years, which can contribute to less-than-ideal money habits later in life. 📚💡

🌟 April is Financial Literacy Month 🌟💡Let's recognize the value of understanding our finances and making informed financ...
04/23/2026

🌟 April is Financial Literacy Month 🌟💡

Let's recognize the value of understanding our finances and making informed financial decisions. 💪💡

Whether you're a financial guru or just beginning your money management journey, this month offers the ideal opportunity to boost your financial knowledge. 📚💡

From budgeting and saving to investing, there's a wealth of knowledge to explore! 💡✨

Together, we can create a community that excels at managing money! 🎉💡

04/05/2026
April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have thei...
03/20/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

Terrible joke. Solid reminder.Small, everyday spending adds up faster than we think—especially the “just a coffee” momen...
03/06/2026

Terrible joke. Solid reminder.
Small, everyday spending adds up faster than we think—especially the “just a coffee” moments.

February is the month of love ❤️And budgeting is a financial love language!It’s not about restriction, it’s about knowin...
02/27/2026

February is the month of love ❤️
And budgeting is a financial love language!

It’s not about restriction, it’s about knowing where your money goes so it can support what you actually care about. Here's one we can probably all relate to 😀

Address

8400 E. Prentice Avenue, Ste 800
Greenwood Village, CO
80111

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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