The 5 Best Financial Planners Around Summit County

Building financial security requires more than choosing investments. Retirement planning, tax considerations, changing income and major life decisions all influence how people manage their money over time. A financial advisor can help connect those moving parts through a strategy shaped by individual goals and circumstances. The Best of Summit highlights professionals offering investment management, retirement guidance and personalized wealth planning throughout the county.

Carly Nixon | Capital Consulting & Asset Management

Carly Nixon, a Certified Financial Planner, leads Capital Consulting & Asset Management's advisory services in Summit County and across Colorado. She joined the firm in 2021 and brings a background in nonprofit management and higher education, including teaching at Colorado Mountain College. Nixon helps individuals, families and business owners develop financial plans covering investments, retirement, tax considerations and long-term goals. The independent firm's fiduciary approach emphasizes personalized recommendations without proprietary investment products.

Ian Donovan | Edward Jones

Ian Donovan is a financial advisor with Edward Jones in Frisco, helping individuals and families approach investing and long-term financial decisions. His practice operates within the firm's relationship-based advisory model, which emphasizes understanding clients' goals and reviewing their progress over time. Edward Jones provides resources for retirement planning, investment management, education savings and estate considerations, supporting clients through changing financial priorities.

Kelly Garoutte | Edward Jones

Kelly Garoutte is an Edward Jones financial advisor and Chartered Retirement Plans Specialist. Her practice focuses on business retirement plans, entrepreneurs, retirement income strategies, inheritance guidance and portfolio reviews. She also assists clients navigating financial decisions associated with divorce. Garoutte combines these specialties with Edward Jones' investment and planning resources, helping clients evaluate financial choices during significant life transitions.

Steven R. Smith | Right Path Investments

Steven R. Smith, a Certified Financial Planner and attorney, founded RightPath Investments & Financial Planning to provide independent, fiduciary financial guidance. He brings more than two decades of experience in retirement planning, investment management, estate considerations and business succession. In February 2026, RightPath joined Mission Wealth, where Smith now serves as a special advisor. His approach combines financial planning with experience in law, business ownership and fiduciary responsibilities.

Toril McGuigan | TSG Wealth Management

Toril McGuigan serves as managing director of TSG Wealth Management's Breckenridge office, which opened in 2026. She holds the Certified Exit Planning Advisor designation and Series 7 and 66 registrations, along with a business degree from the University of Colorado Boulder. McGuigan helps individuals and families develop personalized wealth strategies, drawing on TSG's investment, retirement, estate and business planning resources. Her background as a competitive skier and longtime Colorado resident adds a personal connection to the community she serves.

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