CNBC's FA 100
HH ranked one of the Top-Rated Financial Advisory Firms on CNBC’s FA 100 from 2019 – 2025
Last received October 2025 based on 12/31/24 data. All prior rankings were published in September or October of each ranking year and were based on 12/31 data of the previous year. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey; however, HH did pay to license the CNBC FA 100 logo.
Planning with a Fiduciary Focus in Denver
From retirement planning to investment management, the Denver team helps clients understand their options and plan with clarity across all stages of life.
Wealth Advisory and Fiduciary Financial Advisors
Halbert Hargrove’s wealth management office in Denver, Colorado opened in 1992 to serve our many clients across the region. Our Denver, CO team regularly meets with clients both locally and throughout the country to address the investment management, wealth advisory, retirement planning, and tax planning needs of our clients. Our team in Denver is dedicated to helping you attain well-lived todays and tomorrows.
Serving Denver and Surrounding Areas
If you are located near Denver, we encourage you to give us a call to set up a consultation. Our list of services ranges from investing and tax planning to retirement and life-based event planning. We’d love to see how we can work together to help you plan and invest for your everyday needs, big aspirations—and everything in between.
Explore Our Financial Services in Denver
Denver Investment Services
Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. Our Denver team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals.
Financial Planning in Denver
Through meticulous financial planning, our Denver team creates a roadmap tailored to your aspirations. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a business.
Retirement Planning in Denver
Retirement should be a time of relaxation and fulfillment, not worry. Our Denver retirement planning services assist you in planning and preparing for your retirement lifestyle.
Denver Tax Planning
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Denver tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Estate Planning in Denver
Estate planning goes beyond distributing assets; it’s about preserving your legacy and protecting your loved ones. Our Denver estate planning services take into consideration your wills, trusts, and beneficiary designations. We want to see your wishes honored and your estate passed on efficiently and effectively.
Denver Charitable Gifting Services
Giving back to the community is a rewarding endeavor. Our Denver charitable gifting services help you support causes close to your heart while optimizing tax benefits. We assist in structuring charitable donations and implementing strategies that align with your philanthropic goals, leaving a lasting impact on the causes you care about.
Denver Family Financial Planning
Families have unique financial dynamics and goals. Our Denver family advisory services provide holistic guidance to navigate complex financial decisions. From education funding to intergenerational wealth transfer, we collaborate with families to build a legacy of financial stability and prosperity.
Wealth Management in Denver
Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Our Denver wealth management services integrate investment management, financial planning, and risk management in an attempt to safeguard and enhance your wealth, with the goals of allowing you to focus on what matters most.
More About Denver
Halbert Hargrove’s Denver office serves clients throughout the Front Range and the broader Mountain West, supporting individuals, families, and professionals navigating investment decisions, retirement planning, and long-term financial strategy.
The Denver team brings decades of industry experience, working closely with clients who are often balancing career growth, lifestyle changes, and increasingly complex financial lives. Clients may meet with advisors in person or virtually and receive Halbert Hargrove’s firmwide fiduciary resources, portfolio management capabilities, and planning experience.
Denver attracts people who are building something — careers, businesses, or a new phase of life. Our office helps clients turn those moments into a clear, coordinated financial plan.
– David L. Overton, AIF®, Regional Director
About the City
- A major regional hub for business, healthcare, technology, and professional services in the Mountain West
- Home to professionals and families drawn to career opportunity, mobility, and long-term lifestyle flexibility
- Known for its balance of economic growth, outdoor access, and a strong culture of planning for the future
Frequently Asked Questions
Where is the Halbert Hargrove office located in Denver?
The Denver office is conveniently located at 4643 S Ulster Street, Suite 220.
Do I need to live in Denver to work with this office?
No. While many clients live in or near Denver or the surrounding communities outside of Denver, the team also works with clients in other locations. Meetings may take place virtually or in person, depending on preference.
What financial services are available at the Denver office?
Services typically include comprehensive financial planning, retirement planning, investment management, and coordination with tax and estate professionals.
Who does the Denver office typically work with?
The Denver team works with individuals, families, and business owners who are planning for retirement, managing investments, or navigating complex financial decisions.
How do I schedule a meeting with the Denver office?
You can request an introductory meeting using the contact form or phone number listed on this page.
Can I work with a local advisor virtually?
Yes. Clients may meet with advisors virtually or in person, depending on their preference.
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