The 3 Best Financial Planners Around Glenwood Springs

When it comes to securing your financial future, a skilled planner is more than just a numbers person—they’re a strategist, a confidant, and often, a calm voice during turbulent times. In the Glenwood Springs area, financial planners help individuals and families navigate everything from retirement and college savings to investment portfolios and estate planning. These professionals offer personalized guidance built on trust and expertise, tailoring plans to suit each client's life goals, risk tolerance, and long-term vision. Whether you're just starting to build wealth or protecting what you’ve already earned, the right advisor can make all the difference.

Rodney Naylor – Stifel – Glenwood Springs, CO

Rodney Naylor brings decades of investment experience to the Glenwood Springs branch of Stifel, a national firm known for its client-first approach. Rodney focuses on long-term planning strategies that help clients build, manage, and transition their wealth with confidence. From retirement income planning to risk management and portfolio diversification, he provides steady, informed counsel rooted in personal relationships. At Stifel, Rodney is part of a team that combines global resources with local attention—ensuring clients benefit from both big-picture insight and small-town accessibility.

Breanna McCallum – Stifel – Glenwood Springs, CO

Also with Stifel in Glenwood Springs, Breanna McCallum offers personalized financial guidance with a modern approach. Her expertise includes financial planning for individuals and small business owners, with an emphasis on retirement readiness, education savings, and goal-based investing. Clients appreciate Breanna’s clear communication style and her ability to simplify complex financial decisions into actionable steps. She’s known for being both approachable and detail-oriented—qualities that build confidence whether you're charting out a 30-year plan or tackling a short-term goal.

Nate Walsh – Edward Jones – Rifle, CO

Based in Rifle, Nate Walsh with Edward Jones takes a relationship-driven approach to financial advising. Though the direct link currently leads to a nearby colleague’s profile, Nate is part of a firm built on face-to-face service and community values. His work includes helping clients build customized financial strategies that reflect their personal priorities—whether saving for retirement, planning for education, or managing risk in unpredictable markets. Edward Jones’ neighborhood-office model ensures that clients like Nate’s get big-firm capabilities with the attention of a trusted local advisor.

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